Hello Testo crew,

are we all going to be millionaires now? YES! :) $BTC (+1,5%)
$ETH (+1,4%)
$SOL (+4,24%)

Little fun, the little pump is fun, but I'm still skeptical about it because the euphoria is at the top again....

That's why I think we'll come down again in September and it might be the last chance to get in and profit from the massive price rises....

I will buy again $KAS (+0,47%) for €10,000 with 2 leverage at 5 cents, if possible. Whether we will see another 50% drop in the price remains questionable, of course.

What do you think?

Do we go straight to the moon or rather down again?

Greetings

Testo

What do you think of my portfolio?

Current: 36, married, 3 children, house paid off in 5 years.

Goal: 55 retirement -> So I have roughly 20 years...

Strategy:

- 50% FTSE AllWorld $VWRL$VWRL (-0,04%)

- 25% Growth: Tech stocks $NVDA (-1,12%)
$PLTR (-0,89%)
$MSFT (-0,32%)
$TSLA (+0,86%) + $BTC (+1,5%) (still waiting for setback for entry)

- 25% Gold $EWG2 (-0,08%) / $IGLN (+0,02%)

Do you think the strategy is too boring?

Gladly feedback and sunny greetings to all!

$BTC (+1,5%)
$ETH (+1,4%)

For those who are interested:

https://bitcointreasuries.net/

Entities holding >100 ETH in their treasury:

https://strategicethreserve.xyz/

$BMNR (+5,5%)
$SBET (+4,17%)
$MSTR (-1,09%)
$SWC
$3350 (-0,53%)
$CLSK (+0,53%)
COIN (+3,07%)
$MARA (+0,92%)
$RIOT (+0,71%)
$BTBT
$ETHM (+6,28%)
$CORZ (-3,42%)
$BTDR (+3,32%)
$GLXY (+4,18%)
$CIFR (+1,36%)
$IREN (+1,6%)
$DJT (+1,07%)

I have just entered a few scenarios in ChatGpT and have compared a long-term investment in $ALV (+1,37%) with an investment in $BTC (+1,5%) compared. I find it amazing that a defensive stock like the $ALV (+1,37%) does not have a much worse return than a very risky investment in $BTC (+1,5%) .

Here is the prompt:

Compare an investment in Allianz shares with a current price of €364 and a dividend yield of 4.2% with an investment in Bitcoin at a current purchase price of €100,000. Calculate the annual return (CAGR) over a period of 20 years, assuming that the Allianz share price rises by an average of 3% per year and the dividend is increased by 7% each year. The dividend is to be reinvested annually. In this scenario, the price of Bitcoin is € 1,000,000 in 20 years.

Answer (shortened):

Under these assumptions, the annual return (CAGR) for Allianz would be approx. 10.2% and for Bitcoin approx. 12.2% - Bitcoin would therefore have the long-term return advantage, while Allianz would have the steady cash flow.

$3350 (-0,53%)
$BMNR (+5,5%)
$ETH (+1,4%)
$BTC (+1,5%)
$SBET (+4,17%)

Part of the $BMNR (+5,5%) profits with an initial position here.

$SBET (+4,17%) could follow today. ✌️

Too much fun, but please don't copy it without a strategy.

Greetings Sith Lord Vader here!

In my opinion, there will be a major crash in the next 2-3 years and probably isolated corrections before that.

I would therefore be interested to know what stocks, cryptos etc. you will be adding to your portfolio in the event of a sharp fall in prices?

I am considering $RACE (+0,31%)
$RMS (+0,93%)
$ASML (+1,22%)
$BTC (+1,5%)

Thanks for your input!

#crypto
#growth
#crash
#longterm
#langfristig
#stocks
#personalstrategy

Due to the strong crypto growth, my allocation is now around 85%. I will therefore try to gradually reduce the allocation. However, I have to admit that I am finding it very difficult. $ETH (+1,4%) or $BTC (+1,5%) In retrospect, selling was always a bad decision...

$ETH (+1,4%) in $BTC (+1,5%) Let's see, about 2-3 months ago I exchanged the coins at a completely different price and then it rose rapidly. However, I don't believe in ETH in the long term and so the chapter is now closed.

Unfortunately, the trades have now manipulated the profit in % of BTC 🙈😅

A portfolio that supports long-term, solid growth and remains balanced. The focus is on global diversification, strong dividend payers, stable industry leaders and a targeted admixture of future-oriented stocks, including in the crypto sector.

✅ = already available

👀 = on the watchlist, interesting in terms of price soon

❌ = not yet interesting in terms of price at present

ETF selection

• FTSE All World ✅ = Global basis, broadly diversified. $VWRL (-0,04%)
• 
  MSCI World Tech ✅ = Focus on innovative technology stocks.
• Defense USD 👀 = Stability through defense and security.
• FTSE High Dividend 👀 = Dividend-oriented addition.

Single stock focus

Energy & commodities:

Shell ✅, Chevron 👀, Exxon 👀, Rio Tinto ❌ $SHEL (+0,17%)
$CVX (+0%)
$XOM (-0,19%)
$RIO (+1,02%)

Insurers & reinsurers:

Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+1,37%)
$SREN (+0,5%)
$SLHN (+0,39%)
$HNR1 (+0%)
$MUV2 (+0,75%)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+2,11%)
$BRO (-0,44%)
$MMC (-0,17%)
$V (+1,36%)
$MA (+0,64%)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+3,13%)
$AAPL (+0,47%)
$GOOGL (-0,39%)
$PLTR (-0,89%)
$NVDA (-1,12%)

Health & consumption:

Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2,59%)
$NOVO B (+1,33%)
$ZTS (+0,63%)
$KO (-0,92%)
$WMT (-1,79%)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+0,86%)
$BMW (+0,9%)
$MBG (+0,34%)

Cryptos

• XRP ✅ $XRP (-0%)
• 
  RENDER ✅ $RENDER (+2,54%)
• 
  Bitcoin (BTC) ❌ $BTC (+1,5%)
• 
  Solana (SOL) 👀 $SOL (+4,24%)
• 
  Ethereum (ETH) ❌ $ETH (+1,4%)

For the weekend

Strategy remains: Patience, discipline and an eye for opportunities.

📈🌾