3Mes·

50,000 achieved & performance that motivates

Brief update: My portfolio has cracked the 50,000 mark and I'm really pleased with its performance. In terms of the capital invested, I'm up around 16% with the price gains, and a good CHF 600 in dividends have already been received since the start. This results in a total return of around CHF 7.5k after costs.


$VWRL (+0,83%) delivers a solid plus, $VFEM (+1,28%) has achieved double-digit growth and $BTC (+0,53%) was recently the strongest driver with a significant premium. This is exactly how it should continue, even though I am aware that it could wobble again at any time.


The dividend target of CHF 500/year has been achieved and should increase somewhat over the course of the year. I am pleased with the interim result and will continue as before.


Greetings superhero

3Posizioni
52.635,85 CHF
16,01%
7
9 Commenti

16% over just under 4 years is 4% p.a. Let's leave it at that
4
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immagine del profilo
a blind man can see what is performing here, the other is doing what it should, keep it up...
1
immagine del profilo
Why $VWRL and emerging markets in a ratio of 80:20? I don't understand that. Either all world or just msci world and EM. But that's ok
1
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immagine del profilo
I would also be interested in the answer to the question from @ScorpionfromBW: Why double EM? Otherwise, nice, pure portfolio: I like it! 🥰
1
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