The Bitcoin position is now fully invested for the time being. In the long term, a weighting of 90% $VWRL (-1,23%) and 10% $BTC (+0,64%) is planned.

And in it goes!

Reached a €90,000 portfolio today!😀

My goal for this year was €85,000, and now, in October, I've reached €90,000! Great milestone—the next one is €100,000💰💸

$VWRL (-1,23%)
$TDIV (+0,48%)
$ASRNL (-1,35%)
$NN (-0,42%)
$HSBK
$BTC (+0,64%)
$WHA (+1,35%)

This month, a total of 3,400€ was invested, of which 2,100€ went into the $VWRL (-1,23%) and €1,300 into the $LDGL (-0,04%) .

I hope the market starts to cooperate a bit again soon, since the portfolio has been more or less in a sideways phase since June. I was only able to break the €200,000 mark a second time by making additional deposits.

I think the final push will depend largely on how the Big Tech earnings turn out this week. If the numbers disappoint, the year is over.

This month, a total of 3,400€ was invested, of which 2,100€ went into the $VWRL (-1,23%) and €1,300 into the $LDGL (-0,04%) .

I hope the market starts to cooperate a bit again soon, since the portfolio has been more or less in a sideways phase since June. I was only able to break the €200,000 mark a second time by making additional deposits.

I think the final push will depend largely on how the Big Tech earnings turn out this week. If the numbers disappoint, the year is over.

Because data centers, in particular, rely on a solid infrastructure, this position is being reestablished to complement $VWRL (-1,23%) and the $BCFP (-1,82%)

I reallocated capital from the $SPYD (+0,28%) has been reallocated.

In addition, I have switched the savings plan from $VWRL (-1,23%) to the Global All-Cap—effective starting in November.

Anyone who’s been following my posts probably already knows this. I want to gradually make my portfolio more crisis-resistant and position myself for FIRE in the medium term. That means: less risk and less volatility, and achieving financial independence in the long run... that’s the plan! 😊

My goal: To invest 2/3 of my portfolio in the Vanguard FTSE All-World ETF . This way, I’ll be focusing more on broad diversification rather than individual stocks in the future.

The first €16,000 has already been invested over the past few weeks, and the monthly savings plan of €500 has just been executed.

However, I still have a long way to go before I reach my goal. But Rome wasn’t built in a day either! 💪

I currently have India accounting for just under 4% of my total portfolio, both through targeted India ETFs $FLXI (+0,25%) , $INQP (+0,12%) as well as indirectly through my global ETFs $VWRL (-1,23%)
$VALLD (-1,12%)
$AWEX (-0,84%) . For me, this is a long-term addition to my portfolio, not a central investment strategy.

However, the performance so far has been rather sobering and has largely been flat. Nevertheless, I’m sticking to my long-term investment thesis.

India is one of the fastest-growing major economies. The World Bank expects economic growth of around 7.1% for the 2026/27 fiscal year. With nearly 1.5 billion people, a young population, increasing digitalization, and a growing middle class, I see enormous potential for the coming decades.

I also find it fascinating to see how major Indian corporations are positioning themselves internationally. Companies like Tata and Mahindra have long since moved beyond investing solely in their home market; they are now acquiring established European companies and gaining global prominence.

However, there are also significant risks. India is heavily dependent on energy and commodity imports, the rupee is under pressure, and foreign investors have recently withdrawn capital. In addition, despite the recent price correction, Indian stocks, with a P/E ratio of around 22, remain significantly more highly valued than those in many other emerging markets.

For me, therefore, the question is not so much whether India will continue to grow economically, but rather whether investors will benefit appropriately from this growth.

I remain invested for the long term, but I’m cautious about making additional purchases given the current valuations.

How do you view India as an investment for the next 10 to 20 years?

Are you already invested, are you currently adding to your positions, or do you prefer to invest in a broadly diversified emerging markets ETF?

I’d be particularly interested to know whether you view the current weakness as a buying opportunity or as a sign of overblown growth expectations.

Sources: World Bank (October 2026), MSCI (September 2026), Reuters.