💹 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:

• $V3V (+7,63%)
  Vita 34: -0,25 %
• $AMP (-0,24%) : +20,8 %
• $VOW (+8,12%) : +33,9 %
• $AML (+3,73%) : +17,9 %
• $Cerespower: +29.7 %

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?

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Thanks for reading & see you soon! 🙌