A year later, a lot has changed in the portfolio - not just a year older 🫣 😉
My strategy is now a core satellite strategy. Whereby the core ($VWCE (-0,1%) , $TDIV (-1,01%) and $EIMI (-0,13%) is). The satellites are a mix of $BTC (+0,14%) , $EWG2 (+1,18%) , $SSLN (+0,11%) and momentum models such as $DE000LS9U6W1 (+0,51%) and $DE000LS9VVV3 (-0,02%) . I have currently stopped my savings plans, as I have added to them over the last few months when prices were a little lower. And I am currently 85% invested with my assets. However, I would like to invest another €5k in the momentum models, which are already on the broker and limit orders have been set (so that I reach roughly 10% with the momentum models). In addition, my plan with $BRK.B (-0,7%) has not worked out at the moment, as I still have a loss pot of just under 700€. So I'm still holding on, and as soon as that is reached, the amount will be invested in the other positions.
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