Just had a last minute freelance work, so it means we have extra investment this month. More 23 units of $FWRG (-0,07%) and 2 units of $AVWS (-0,42%) in the pot.

Have a nice week everyone 🤙

Today, one year ago I made my first investment with no real strategy, 20/06/2025 I bought my first share of S&P500, started small, €20 here, €50 there, just feeling my way through, buying whatever caught my eye, chasing hype, following trends without any real conviction or framework behind the decisions.

A lot has changed since then. Over the past year I’ve been gradually restructuring, learning what kind of investor I actually want to be, reducing complexity, cutting positions that didn’t serve a clear purpose, and building something I can genuinely stick to for the next 10+ years.

The strategy going forward

Long-term growth portfolio, anchored in global indices, with active conviction in selected factors and companies.

The core is simple: 50% in broad market ETFs

Everything else is built around it with the intention to boost the overall portfolio performance.

Target allocations:

Core = 50-55% $FWRG (-0,07%) + $AVWS (-0,42%) (90%/10%)

World Value ETF = 8-10% $XDEV (-0,37%)

Semiconductor ETF = 6-8% $SEMI (-2,31%)

Emergent Markets = 6-8% $5MVL (-1,32%)

Quality = 3-4% $IUIT (-1,03%)

Mega caps = 3-5% $MSFT (+1,19%)
$AMZN (+1,42%)
$META (+1,39%)
$GOOGL (+1,24%)

Others = 1-3%
$ASML (-0,45%)
$NOW (+0%)

Gold = 5-7% $4GLD (+0,5%)

Bitcoin = 3-5% $BTC (+1,79%)

I’ve some names in my watchlist in case the opportunity appears: $TSM (-1,74%)
$MU (-5,24%)
$NBIS (-3,33%)
$PNG (-5,81%)
$NU (+1,36%)
$SOFI (-2,52%)
$IREN (-2,22%)
$PLTR (-0,79%)
$MA (+3,48%)

Main goal and top priority is to bring my Core
Position as close as possible to the target allocation and Emergent Markets as well, however I’ll keep an eye on market’s volatility.

Special thanks to @Wealth-Accelerator and everyone else that helps me daily in this amazing platform, replying to my posts or comments.

We finding direction. Year two is about executing with discipline and letting time do the work.

Open to questions and feedback, always learning 🚀

Personal Portfolio

Stocks

• ServiceNow $NOW (+0%) 4 shares purchased — €403.20

ETFs

• Invesco FTSE All World $FWRG (-0,07%) — €288.65
• Global Small Cap Value $AVWS (-0,42%) — €24.31
• VanEck Space Innovators $JEDI (-3,66%) — €120.20
• iShares MSCI Global Semiconductor $SEMI (-2,31%) — €110.86

Bitcoin (Bitvavo) - €100

Subtotal invested: €1047.22

Next Month Target

• 90% of the DCA allocated to $FWRG (-0,07%) + $AVWS (-0,42%)
• 10% of the DCA allocated to $XDEV (-0,37%) to bring it back to the desired portfolio weighting
• 1 $AMZN (+1,42%) share if the price still in my range to buy - €240 Max

Shared Portfolio with My Girlfriend

ETFs

• WisdomTree Quantum Computing $WQTM (-2,88%) — €154.47
• Invesco FTSE All World $FWRG (-0,07%) — €130.00
• Xetra Gold $4GLD (+0,5%) — €20.00
• S&P 500 Information Technology $IUIT (-1,03%) — €45.00
• Avantis Small Cap Value $AVWS (-0,42%) — €25.00

Bitcoin (Coinbase) - €50

Subtotal invested: €424.47

Next Month Target

• 80% of the DCA allocated to $FWRG (-0,07%) + $AVWS (-0,42%)
• 20% of the DCA allocated to $IUIT (-1,03%)

Total invested: €1471.69

the idea is a sort of risk parity portfolio that could do well in good times and bad times, using leverage wisely to increase return and decrease the overall risk of the portfolio

• WisdomTree Global Efficient Core $NTSG (-0,22%) - 35%
• iShares Core MSCI World $ISWD (-0,45%) - 10%
• Xtrackers MSCI Emerging Markets $XMME (-1,54%) - 5%
• Xtrackers MSCI World Momentum $XDEM (-1,17%) - 15%
• Avantis Small Cap Value $AVWS (-0,42%) - 15%
• MGP DBi Managed Futures $DBMF - 20%