I’m 18, taking my high school graduation exams, have a long-term investment horizon, and am willing to take on a higher level of risk. With Claude’s help, I’ve put together a potential portfolio where I’d like to invest my money, since I’ve saved about 4,500€ through my job and other sources.

Component 1: The ETF Savings Plan as a Foundation

For some time now, I’ve been contributing €120 per month to a FTSE All World ETF and have already built up a base of €720 in it.

• Existing positions:

Microsoft (€515, +28%)

Amazon (€260, +30%) -> considering selling

Sofi Technologies (€245, -2.5%)

HubSpot (€188, -6.4%)

Lemonade (€170, -16%)

Building Block 2: The New Growth Portfolio (€4,500)

For my growth portfolio, I’m deliberately **not** investing €4,500 in other well-known mega-caps that haven’t yet been fully priced in by everyone:

$MPWR (+2,09%)

$PODD (-1,91%)

$HUBS (-0,47%)

$AVAV (-4,58%)

$VRT (-0,59%)

$SOFI (-1,79%)

$LMND (-5,51%)

I’m always open to suggestions for improvement and feedback😄

The ETF savings plan remains the actual foundation of my wealth-building strategy—everything else is a deliberately riskier supplement on top of that, not the other way around.

I just bought some shares in the U.S. right before the market opened, and the sell-off prices were at $LMND (-5,51%) and $VRT (-0,59%) to add to my position. At $VRT (-0,59%) it’s already paid off so far, up 5% in an hour.

Hello,

I signed up $LMND (-5,51%) ubd $HOOD (-3,27%) . The stop was triggered yesterday.

Today, with this capital $MCD (+0%) and $PNG (-0,91%) bought more.

$HEI (-0,94%) They’ve made it back into my portfolio after being on the watchlist for a long time.

What do you think?

$MC (+0,42%)
$MBG (+0,31%)
$ULVR (+1,44%)
$PYPL (-0,62%)
$NBIS (-4,09%)
$SPGI (+0,81%)
$UPS (+1,02%)
$KO (+0,55%)
$GLW (-0,17%)
$BA (+0,38%)
$KER (+1,75%)
$ENPH (+1,56%)
$NXPI (+0,01%)
$STX (-4,78%)
$BE (-2,45%)
$V (+0,56%)
$MDLZ (-1,66%)
$000660
$P911 (+1,13%)
$BN (+1,59%)
$RMS (+1,58%)
$BAS (-0,09%)
$AG1 (+0%)
$LMND (-5,51%)
$SOFI (-1,79%)
$NDX1 (-2,87%)
$TER (-4,2%)
$GD (+0,65%)
$APH (-2,38%)
$AIR (-2,83%)
$SBUX (+0,25%)
$CMG (+2,8%)
$META (-1,01%)
$FTNT (-0,96%)
$QCOM (-7,63%)
$LRCX (-2,17%)
$HOOD (-3,27%)
$ARM (-2,53%)
$MSFT (-1,02%)
$CVNA (+0,82%)
$005930
$SU (-3,54%)
$INGA (-1,85%)
$OR (+2,95%)
$BMW (-0,05%)
$BATS (+0,79%)
$MA (-0,21%)
$ADS (+0,46%)
$SHEL (+0,41%)
$RACE (-0,73%)
$RDDT (-13,65%)
$TEM (-5,32%)
$COIN (-6,97%)
$AAPL (-1,57%)
$AMZN (+4,74%)
$CCO (-7,69%)
$LIN (+2,33%)
$ABBV (+0,21%)
$PUM (+4,81%)
$HAG (-2,97%)
$XOM (+1,66%)
$CVX (+1,6%)

$LMND (-5,51%) I'll just call it bad timing...😅🤣

Sale of $LMND (-5,51%) and reallocation to $TPRO (-7,63%)

May was a good month with a return of +6.24%.

The YTD is with +6% finally back in the green. 📈

The winners in May are:

$RKLB (-3,91%) with a plus of almost 83% 📈

$IREN (-4,16%) with a plus of over 46% 📈

$ONDS (-4,46%) with an increase of over 40% 📈

Losers in May are:

$PNG (-0,91%) with a minus of over 2% 📉

$MDB (-8,22%) with a minus of almost 2% 📉

$ASML (-5,12%) with a minus of almost 2% 📉

New stocks found their way into the portfolio:

$MDB (-8,22%) , $ASML (-5,12%) , $SU (-3,54%) , $VSTM (+1,03%)
$CLBT (-2,07%)

Other values had to give way:

$LMND (-5,51%) , $OHB (-10,24%) , $ZTS (+1,83%) , $TEM (-5,32%) , $DR0 (+1,52%) , $MSFT (-1,02%)

A realignment of my strategy is planned from next month. The aim is to build up a core. This is currently still at a portfolio size of just under 54%. $4GLD (-3,44%) . This is to be left behind, instead the $ (-1,23%)VWRL (-1,23%) is to be saved with €20 per day.

In addition, I started my small AI project Velocity. More details on this in the last post.

According to the figures $LMND (-5,51%) well.

On the other hand $SOFI (-1,79%) has ended its recovery for the time being.

$VZ (+2,14%)
$DPZ (+1,44%)
$CDNS (-2,98%)
$BARC (-3,81%)
$SPOT (+7,14%)
$BP. (-0,32%)
$SPGI (+0,81%)
$KO (+0,55%)
$UPS (+1,02%)
$AIR (-2,83%)
$SBUX (+0,25%)
$ENPH (+1,56%)
$NXPI (+0,01%)
$STX (-4,78%)
$BE (-2,45%)
$V (+0,56%)
$MDLZ (-1,66%)
$HOOD (-3,27%)
$MBG (+0,31%)
$UBSG (-0,81%)
$DBK (-2,59%)
$LMND (-5,51%)
$SOFI (-1,79%)
$TER (-4,2%)
$ADS (+0,46%)
$ABBV (+0,21%)
$G24 (+2,02%)
$WM (+0,24%)
$APH (-2,38%)
$CMG (+2,8%)
$GOOG (-0,07%)
$META (-1,01%)
$MSFT (-1,02%)
$AMZN (+4,74%)
$005930
$BAS (-0,09%)
$SU (-3,54%)
$INGA (-1,85%)
$ULVR (+1,44%)
$IDR (-1,76%)
$DHL (-0,78%)
$CAT (-2,87%)
$MA (-0,21%)
$PUM (+4,81%)
$MRK (+1,6%)
$CNHI (+3,37%)
$LLY (+2,4%)
$FSLR (+0,45%)
$WDC (-4,42%)
$RBLX (-0,51%)
$RDDT (-13,65%)
$SNDK (-10,82%)
$AAPL (-1,57%)
$TWLO (+1,33%)
$EL (+2,86%)
$CL (+1,19%)
$XOM (+1,66%)
$CVX (+1,6%)