1Mês·

August Portfolio

Hello everyone. As a good novice investor, I am predisposed to read, learn from everyone and try to implement any suggestions for improvement.

After listening to you all, I have settled on a basic portfolio model that I intend to stick with over time.

My profile is moderate, trying to diversify geographically and using different types of investments.

I plan a modest plan of €250/month spread across different ETFs, stocks and cryptos, to see how it evolves.

My model is main core and satellite ETFs around it. The core remains stable, and the rest will be increasing contribution thanks to the investment plan.

Core: (Range 60-70%)

$J6FF22

Satellites: (25-35% ETF)

$VECA (+0,16%) Bonds

$XDEV (+0,97%) World

$VHYG (+0,79%) High Dividend

$FYEM (-0,02%) Quality

$MVOL (+0,58%) Low Volat

Raw Materials: (5-10%)

$IGLN (-0,62%) Physical Gold

$SSLN (-1,04%) Physical Silver

As you can see, quite diversified and varied.

I appreciate your assessment and contributions.

1 Comentar

September update:
It has been 3 months since I decided to make the switch to Trade Republik and three months since I followed your advice and restructured my portfolio.

This week it has surpassed the €1000 profit barrier. In three months, for a total investment of less than €30,000, this is a good figure.
The TTWROR has been in profit for the first time in three months, which gives me to understand that the path is adequate.

For this quarter, I will sell the platinum fund $SPLT and add two new ETFs, with a minimum investment of 5%, as a test bed.
$MVOL
$EMMV

These are two low volatility funds, reducing the potential volatility of platinum in the face of expected changes in US and EU interest rates.

The portfolio is as follows:
MSCI Core 70%
MSCI Value/ High Dividend 10%.
Bonds 13% Gold and Silver
Gold and Silver 5%.
Cryptos 2%

Pending the upcoming central bank meetings, I am leaving a defensive portfolio, with an MSCI core that provides value.

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