1J·

Portfolio July'2025

Hi, I am going to share, after the last changes, the current portfolio, with a one year investment term forecast.

Thanks to your advice, I reduced the TER of the main investments (grouping funds in the same MSCI World) and modified the ETFs with approximate term of 3 months in them.


Current portfolio:

Fund (75%)

$J6FF22


Equities (15%)

$IDR (+0,31 %)

$NVDA (-0,75 %)

$MTN (-0,71 %)

$1810 (+0,66 %)

...

(Partial purchase, subject to short term evolution)

$T (-0,68 %)

$ENEL (-0,13 %)

$PKO (+2,11 %)

$HSBA (+0 %)

$BHP (+0,2 %)


ETF (Investment plan, subject to change depending on performance) 10%.

$IVDF (-0,38 %)

$C051 (-0,28 %)

$EIMI (-0,09 %)

$SUJD (-0,74 %)

$CEA1 (-0,32 %)

$IBZL (-2,7 %)

$VEUR (-0,44 %)

$IGLN (+0,28 %)


Cryptos: (experimental, less than 5%)

$BTC (-2,51 %)

$ETH (+3,42 %)

$TRX (+2,84 %)


I welcome your suggestions for improvement.

Best regards.

22Positions
25 667,96 €
1,26 %
1
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