2D·

Portfolio July'2025

Hi, I am going to share, after the last changes, the current portfolio, with a one year investment term forecast.

Thanks to your advice, I reduced the TER of the main investments (grouping funds in the same MSCI World) and modified the ETFs with approximate term of 3 months in them.


Current portfolio:

Fund (75%)

$J6FF22


Equities (15%)

$IDR (+0,41%)

$NVDA (-0,68%)

$MTN (+0%)

$1810 (+0,8%)

...

(Partial purchase, subject to short term evolution)

$T (-0,56%)

$ENEL (+0,16%)

$PKO (+2,08%)

$HSBA (-0,28%)

$BHP (-0,06%)


ETF (Investment plan, subject to change depending on performance) 10%.

$IVDF (-0,27%)

$C051 (-0,25%)

$EIMI (-0,1%)

$SUJD (-0,74%)

$CEA1 (-0,32%)

$IBZL (-2,69%)

$VEUR (-0,39%)

$IGLN (+0,2%)


Cryptos: (experimental, less than 5%)

$BTC (+0,36%)

$ETH (+5,02%)

$TRX (-0,16%)


I welcome your suggestions for improvement.

Best regards.

22Posições
€ 25.667,96
1,26%
1
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