The current market sentiment at $BTC (-0,75%) makes me personally incredibly bullish. We are just scratching the $100k mark again and nobody seems to care.

With New Hampshire, we have the first US state with a strategic BTC reserve.

A bill also came into force yesterday in Arizona that does not allow direct investment, but transfers confiscated BTC to the state reserve. In many other states, SBR laws are currently going through the official legislative process, which you can follow here:

https://bitcoinlaws.io/reserve-race

$MSTR (+0,6%) hosted "Strategy World 2025" in Orlando from May 5-8. A conference at which BTC strategies and use cases for companies were presented.

Among others were:

- Visa $V (+0,74%)

- Dell $DELL

- Salesforce $CRM (-0,38%)

- Siemens $SIE (-0,96%)

- Palantir $PLTR (+0,57%)

- JP Morgan $JPM (-0,08%)

All of these companies are apparently involved with Bitcoin.

There are more and more strategy imitators. More and more companies are dedicating their entire business model to buying as much BTC as possible.

The funding rate is at bear market levels, which indicates a healthy, sustainable increase. There are no over-leveraged long trades in the market.

There is less and less BTC on the exchanges. The stock on the exchanges has been falling continuously for 5 years. BTC is not only being bought, it is being withdrawn from the exchanges. The supply is therefore falling continuously.

And while all this is going on, interest in Bitcoin is absolutely low, as can be seen from Google Trends.

It's interesting to see the direction in which this is all developing. What do you think?

Today I would like to hear your opinion :)

First of all, a brief introduction to myself:

I am 35 years old, married and have 2 children.

We live in a house and almost 10 years ago I bought my mother an apartment in which I support her financially.

Accordingly, I am paying for almost 2 properties.

My portfolio is a good mix (for me) of BTC/dividends & growth.

I buy the Mercedes shares annually as an employee package; the performance is strongly positive in real terms, but I have included them here as they also arrive in my portfolio.

$BTC (-0,75%) I have been saving €100/month for years.

my other current savings plans:

$MSFT (+0,27%) 200€/month

$GOOGL (+1,27%) 100€/month

$HTGC (+1,02%) 50€/month

The savings plans are not set in stone and will be adjusted from time to time,

The target value for shares is €3000-3500 for the time being.

the kids are now in daycare for another year + one 3 years, after which the savings rate will be adjusted upwards again (daycare fees currently ~500€/mth).

$MBG (-1,7%)
$BLK (-0,34%)
$MO (+1,44%)
$ULVR (+1,3%)
$P (+0,31%)$MCD (+1,05%)
$JPM (-0,08%)

Hello!

I have been actively working on my portfolio since the beginning of this year, my strategy is to go towards dividends and a safe investment in ETF's with ETF's I want to achieve a balanced weighting that is not too American-heavy but also focuses on Europe.

I have a monthly savings plan of €300 which is divided as follows:

50 € $IWDA (+0,44%)

50 € $EXSA (+0,51%)

40 € $ZPRG (+0,91%)

40 € $WQDS (+0,56%)

20 € $O (+1,62%)

15 € $VZ (+1,37%)

15 € $ULVR (+1,3%)

10 € $JPM (-0,08%)

10 € $JNJ (+1,28%)

10 € $PG (+0,36%)

10 € $ENB (+0,14%)

10 € $ALV (+0,6%)

10 € $KO (+0,9%)

10 € $MCD (+1,05%)

Please do not pay too much attention to the crypto positions, I will liquidate the Shitcoins in the near future when prices are good and switch to ETFs/shares.

Now to my simple question, what do you think of the portfolio? Is it good for my strategy or do you have any tips?