There is speculative buying and portfolio rebalancing $CWR (-3,15%)
$AML (-1,87%)

Review March 2026

📊 Performance & markets

Monthly performance: -3,99 %

The Robo-Advisor continues to stand at an overall performance of 35,58 %.

Hot factor favorite: Nvidia

King Midas Factor: Walmart

1 Swiss franc is quoted at 1.08 Euro

₿ Crypto & alternative investments

In the crypto area, savings plans are running as usual again.

There were no new purchases or sales in Timeless.

There was no news on NFTs and music rights.

🍷 Winery

No news at all.

📈 Individual shares, ETFs & savings plans

Sale of $TPE (-6,51%) after purchases from $OTEX (-1,94%) and $ELMRA

Top of the month: $quant

Flop of the month: $DEZ (-1,56%)

🚀 Crowdcube & Startups

• No news at all.

🧠 Nao

• Savings plans continue.

🌴 Review March

You can find the first part here:

https://app.getquin.com/de/post/jkGlkRTWrT/offtopic-irland-urlaub

I deliberately used the last few days of my unpaid vacation:

I invited my wife to a 5-star brunch in Switzerland (170 francs per person), met up with friends and former work colleagues and had lots of good conversations. I also read two books and had my annual routine check-up at the hospital.

The car was also due for a service for around €400.

Financially interesting: despite all these expenses, compared to other months I only spent around 25 € more compared to other months but all savings plans were reduced to a minimum. This will remain the case in April.

It was an unusual feeling not to receive a salary at the end of the month and to have to bridge the gap with savings until the 25th. At the same time, it is a good simulation for early retirement.

And: Our Bitcoin-Oli is finally back, which made me happy. @innovaclustersolution

🎧 Interest rates, podcasts & real estate

There was no news at Vivid.

The podcast is in Season 3 Episode 1 is all about financial goals.

Real estate: We continue to save for the 2026 special repayment.

🔮 Outlook for April

The working day begins again on Maundy Thursday. Savings plans remain reduced for the time being. Easter will be spent in close company and the tax return is already waiting.

I wish you all happy holidays!

And you? How was your March?

If you want to find out more, feel free to follow me.

And if you don't like my investments: The block function works wonderfully 😄

📊 Performance & Investments

TTWROR 2026: -5 %

The robo-advisor continues to hold up well with an overall performance of +41,9 %.

Hot factor favorite: Allianz

King Midas Factor: Walmart

The Swiss franc is currently quoted at 1,099 €.

₿ Crypto & alternative investments

In the crypto sector ETH has been sold from the active portfolio, but will continue to be collected via the savings plans. My desired target for a larger entry is 1.000 €.

A watch share in Timeless was sold after 23.5 months sold with a strong performance of +43 %. The capital will be reallocated to other shares.

Also with NFTs and music rights also remained quiet this month.

🍷 Winery

The vineyard is also at a standstill - no changes.

📈 Individual shares, ETFs & savings plans

Sale of $AWK (+1,12%) , purchase of $ELMRA

Savings plans will be reduced to the minimum until May.

🚀 Crowdcube & start-ups

Things also remained quiet here.

🧠 Nao

The savings plans are continuing as planned.

🌴 February in review

A very quiet month I turned a year older, otherwise there were hardly any changes. Missed some of you in the call on Thursday Thanks to @christian

🎧 Interest rates, podcasts & real estate

There was no news on Vivid Money.

The podcast is in Season 3, Episode 1 started - topic: financial goals.

Real estate: The special repayment for 2026 will continue to be saved consistently.

🔮 Outlook for March

Since last week I have been on unpaid vacation and taking it easy. At the same time, I'm celebrating my 10th anniversary with my employer, rewarded with a week's special leave that is valid for 3 years.

Next week I'm going to Irelandand at the end of the month I have my annual hospital stay.

Financially, that means Cost optimization is the order of the day. Without a regular salary, bills will be paid temporarily from savings.

I'll keep you up to date ...

And you? How was your February?

If you want to find out more, feel free to follow me.

And if you don't like my investments: The blocking function works wonderfully. 😄

When prices fall, I hit my last stop limit and sell the rest of the position. Very painful, but the outlook was just too bad for me. Management mistakes and the market environment are taking their toll. At least I took the generous dividend at the beginning of the month, reducing my overall loss by just under 10 %.

It hurts, of course, but I don't want to go all the way to the basement with the full position. Unfortunately, the management has acted rather unfortunate, many acquisitions are not paying off. In addition, producer prices are rising sharply. The stop-loss sale covers approx. 45% of my position. I am letting the rest continue to run, also in order to continue to receive the large dividend (in May).

I have set the next sell limit a further 15% lower, at which point the entire position would be closed.

Buy later, wait for the turnaround

Reinvested dividend