3Mes·

Roast my Depot

In the past, my investment strategy focused exclusively on individual shares. For the future, however, I have developed a more diversified strategy that includes both regular ETF investments and targeted individual share purchases.


My investment strategy 2025:


  • Monthly ETF investments:

- 350 € in the FTSE ALL-WORLD $VWRL (+0,65%)

- 25 € in the FTSE INDIA $FLXI (+2,38%)


  • Monthly individual share investments:

- 25 € Microsoft $MSFT (-0,72%)

- 25 € Novo Nordisk $NOVO B (-7,73%)

- 25 € Waste Management $WM (+2,12%)

- 25 € McDonald's $MCD (+1,09%)

- 25 € ASML Holding $ASML (+0,02%)

-50 € Munich RE $MUV2 (+1,44%)


In addition, I build up my monthly cash reserve of €1,500/month to ensure financial flexibility.

  • Reserve/liquidity:
38Posizioni
4,36%
6
7 Commenti

immagine del profilo
Not possible because there are too few values visible.
immagine del profilo
immagine del profilo
Why don't you shift the msci World into the ftse all World? 2 world efs bissl weird :D
Even if one is acc and the other is distributing
immagine del profilo
@ETF_Jesus
Thank you for your feedback.
You're absolutely right, I will probably switch the 27 shares soon.
I cannot switch the remaining shares as this is a VL depot paid by an employer and the provider does not offer the FTSE All World.
immagine del profilo
@monto_korto ah I see :/
Well, my VL run in the Deka megatrend so I don't need to start complaining about others xD
immagine del profilo
Why is this portfolio underperforming the market so much?
immagine del profilo
@TechNav
I think it's a display error.

Alltime (since 2019) - TTWROR 350.49%
2024 - TTWROR 28.05%
1
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