6Mes·

After reading along for quite a while now, I wanted to share my progress with you and perhaps get some feedback and a few opinions.

With the execution of the savings plans today, my main portfolio (I still have about 3/4 of the sum parked with BitPanda, but I think the interface sucks and therefore don't track it with GQ) has slipped over the 10k mark for the first time.

I'm very happy about that because it was quite a long way to get there. From various bad decisions ($PLUG (+9,5%)
$SLI (+4,71%) ) to consistently miserable entry points (during Corona AFTER the prices picked up again, Crypto in the middle of the last ATH,...) everything was actually there.

At the beginning of the year, I then decided to build up a dividend portfolio, had invested heavily in

$O (+1,22%) and $BATS (-0,24%) and immediately questioned everything again. In particular, what I actually wanted to achieve with the portfolio.

Looking at the performance of various World ETFs and the S&P500, I (hopefully) finally decided not to reinvent the wheel and stick to what works.

I then rebuilt my portfolio to its current state.

The two ETFs form the basis, supplemented by the $XDEM (+0,53%)

Various individual stocks fly around it.

$UBER (-0,14%) and $NU (-0,2%) are the last remnants from the beginnings two and a half years ago. I bought the rest relatively recently. As my aim here is to beat my benchmark ((YTD Performance World ETF + YTD Performance S&P500)/2), I sit down once a month and enter everything in a spreadsheet. I look at the monthly performance, the annual performance and the YTD performance. If an individual share is below my benchmark for two out of three values, I put it under observation. If this remains the case for three months in a row, I sort it out. I am curious to see where the journey will take me. Currently on the hit list are $8002 (+0,5%) and $MELI (+2,5%)


I would be delighted to hear from anyone who is doing something similar and how things are going.


Finally, the framework in which I am traveling: I am 31 years old and moved from Kiel to Vienna last year, where I am currently working as an intern to finally finish my studies. My savings rate is currently 750€ per month (250€ crypto, 500€ individual stocks and ETF) and I save all the positions in my portfolio with a savings plan. The savings rate is quite new and has fluctuated a lot in the past.


Thanks to everyone who has read this far and thank you for your feedback and suggestions.

Have a nice evening. :)

15Posizioni
10.132,79 €
15,22%
7
12 Commenti

immagine del profilo
Why sell marubeni u mercadolibre? I would expand
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immagine del profilo
Nice portfolio! This is exactly how I imagine serious investing... A solid foundation with a world ETF and the S&P500 and also great individual stocks like Apple and NVIDIA. If I were you, I would also invest in an emerging markets ETF (long-term, of course)
1
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immagine del profilo
I think something is wrong with Spineway when you sell it :)
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