3Settimana·

📆 Review May 2025

💹 Performance #mai25

  • Monthly performance: +5,4 %
  • Annual target: +15 %, currently at -3 %
  • IPQ (Investment Progress Quota): 116,9
  • Robo-Advisor overall performance: +24,9 %
  • Exchange rate CHF → EUR: 1 franc = 1.07 euro


🔍 Highlights in May

  • Hot factor favorite: Ferrari
  • King Midas factor: Xpeng


📈 Investments & changes


🧾 Individual shares, ETFs & savings plans

The savings plan currently only runs on Cheesecake Factoryas already reported last month.

I have fully built up my savings buffer and am now starting to buy into my old portfolio. Many people will say: "That doesn't make any sense" - but it does for me! I started this month with my personal Fallen Angels this month.

First performance:


Before the penny stocks catch their breath: in June it's Waste Management is back in the portfolio.


🪙 Crypto

  • Partial sales & portfolio adjustments


🖼 NFTs & music rights

  • NFTsNo new developments
  • Music rights (Globalrockstars): No new shares


⌚ Timeless

  • One new share in Cartier Tank - thanks to discount coupon 🤑


🍷 Winery

  • No news


💡 Crowdcube

  • Relai-Update: For each share there were 12 new shares. Current status: +95 %


🃏 Pokémon cards

  • New set "Eternal Rivals": Immediately sold out mercilessly at RRP


✉️ Job & application

  • I might apply for a deputy manager position - but not ready yet.


💰 Interest (Vivid)

  • New interest model: Interest is still available from €10,000 - but only at a reduced rate.


🎙 Podcast

  • Season 3, episode 1 is online: "Financial goals"


🏠 Real estate

  • No new developments


🏎 Travel report: #Formula1inBarcelona

As some have seen here: I was at the F1 race in Barcelona.

Short version: result okay, but unfortunately no Ferrari win.


Lesson for life: In future I will only book grandstand seats. Why?

It was brutally hot and although I was there 7 (!) hours before the race started, I was asked 10 minutes before the start to "please make some room". 20 minutes later the space was free because the guy was too hot. Thanks too.

Then there was the parking lot chaos:

  • Saturday: uncoordinated
  • Sunday: The marshals finished work at 6 pm - and there were minor crashes, endless traffic jams and sheer chaos. We stood in the parking lot for 3 hours.


🧾 Financial facts about the trip:

  • Trip (ID.4)10 hours there & back
  • Toll France (there & back): 2× 77,70 €
  • Charging costs: 7x charging → 223,90 €
  • Total distance: approx. 2,400 km
  • Fuel prices: Petrol €1.26, diesel €1.14 → significantly cheaper than in DE
  • Parking fees:
  • Race track: 80 €
  • Hotel: 18 €
  • Hotel with breakfast (13 km from the track): 232,35 €/person
  • Food on the course: 8-13 €
  • Evenings:
  • All-you-can-eat sushi: 19 €
  • Tapas: 25 €
  • Ice cream: 3 €/scoop
  • Soccer eveningPSG vs. Inter 5:0
  • Cigars + cocktails at the bar2 thick cigars + disgusting 50/50 mix 😅


🔭 Outlook for June 2025

Two weeks vacation to the North Sea. Afterwards, the tax consultant is waiting for our annual financial date.


💬 And what about you?


How did your May go?

📌 If my content or anything else annoys you - use the block function 😉

🎉 If you're celebrating my trip - leave a follow!


Thanks for reading & see you soon! 🙌

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21 Commenti

immagine del profilo
Great, I'll be near Monaco next week and will be able to see the dismantled track again🤣.
Fuel prices make me happy

The children's ice cream consumption is already bringing tears to my eyes 🤣
5
Visualizza tutti 5 ulteriori risposte
immagine del profilo
Oh, my parents-in-law are also spending three weeks at the North Sea in June. Give them my best wishes 👍
1
immagine del profilo
As always, a nice report. Maybe you'd like to explain your factor calculations (if you haven't already and I've overlooked it).

The costs are also very interesting. Especially that all you can eat sushi only costs 19€.
How much did the cigars and cocktails cost 😅

My summary will follow. I'm still missing two dividends, so it's not quite complete yet.
1
Visualizza tutti 5 ulteriori risposte
immagine del profilo
3Settimana
I don't always quite understand "annual targets". You can totally ignore them, it just depends on how the market ticks. Instead, set 10-year targets, or "invested capital targets"
Mostra la risposta
immagine del profilo
3Settimana
The simple $CSPX has outperformed your monthly performance... 🐸☕️
immagine del profilo
3Settimana
@TechNav then that's how it is. And it's only a snapshot because when I look at the 5-year history, he only gets 97% and I get 270%🤡
1
immagine del profilo
3Settimana
@Koenigmidas Your entire post is a snapshot 🤡Then you also have to expect snapshot comments
immagine del profilo
3Settimana
@TechNav There is nothing to counter this
immagine del profilo
3Settimana
Hi, may I ask which crowdfundings you participated in at relai and how you valued the shares? Are you using the last share price (US$5.2087)?
immagine del profilo
3Settimana
@meddi at crowdcube where the course is updated regularly
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