2D·

Successful conversion of the securities account

I spent the days between Christmas and New Year intensively rethinking and redesigning my investment strategy. After the first trading week got off to a good start yesterday in the new target state, things are going really well today thanks to $NOVO B (+2,31%) things are going really well in my (still small) portfolio:

Let's take another look at the end of the quarter to see how the situation has developed in the first quarter :-)

12 Comentários

HoldTheMike@HoldTheMike

Small but nice. Keep up the good work!

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Saarmupfel@Saarmupfel

:-) yes, I know, there are red and green days... on the red days I just close my eyes #-)

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Saarmupfel@Saarmupfel

@HoldTheMike Many thanks for the coin

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dividend_hunter_1721@dividend_hunter_1721

The smaller the more exciting ...keep it up

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Saarmupfel@Saarmupfel

yup... the plan is to bring approx. 500 euros per month into the portfolio via savings plans...

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Marvin.22b@Marvin22b

19H

There is a little bit of Bitcoin missing in the portfolio =)

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Saarmupfel@Saarmupfel

19H

@Marvin22b at 50 you shouldn't drink so much alcohol :-) no, I know... so I'm a bit "back and forth"... on the one hand, I don't dare, because it's too much up and down with too much down at the moment, on the other hand, I'm not yet sure myself whether I feel comfortable with it... I can currently say that I can stand behind every position morally (ok, I can also justify the small shares in defense stocks in the ETFs)... Bitcoin is still one of those things for me at the moment where I say: Yes, on the one hand it's a great thing, but on the other hand it doesn't have enough practical use at the moment. At least in the little bit of Bitcoin that I have understood so far :-)

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Marvin.22b@Marvin22b

19H

@Saarmupfel Well... Many people talk about Bitcoin without understanding what problem it actually solves. You should first understand what money actually is.

Money is not an invention of the state, but arose from people's need to trade. From bartering to salt, shells and later gold, it has always been about finding a commodity that has a stable value, is scarce, divisible, accepted and easy to transport.

Gold fulfilled these characteristics well for a long time, but had clear disadvantages: difficult to transport, difficult to divide and not digital. This is why banks and later paper money were created. However, with the end of the gold standard in 1971, money was no longer backed and has been able to be multiplied indefinitely ever since. Result: inflation and loss of purchasing power.

Bitcoin is the next step in this monetary development. For the first time, there is a digital good that is absolutely scarce. A maximum of 21 million units - forever. No one can change this quantity, neither states nor central banks.

Bitcoin combined:

the scarcity and stable value of gold

with the digital usability of fiat money

without central control

It is transferable worldwide, divisible at will (except for the Satoshi), cannot be copied and cannot be manipulated. Bitcoin thus solves a core problem of digital goods: digital scarcity.

Why is this relevant?
While fiat money, shares, real estate or gold can be diluted, the supply of Bitcoin is fixed. No matter how many debts are incurred or how much money is printed - Bitcoin remains equally scarce.

TLTR:
Bitcoin is no longer a gamble for quick money, but an alternative to inflationary money and a potential store of value in a world of rising debt. You don't have to like it - but you should understand why it exists.

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Saarmupfel@Saarmupfel

19H

@Marvin22b That's exactly what I've understood so far, and I also see the advantage of a "capped output quantity" as being right at the forefront here. Give me another 1/2 year... I also had to get used to all the AI things first and now I use it in everyday life as if it were toothpaste - fully integrated into professional and private matters. I think that if I warm up to Bitcoin, which I only perceived as "existing" up until 4 weeks ago, in the next few weeks/months, then maybe I'll have the courage to invest one or two euros in it.

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Marvin.22b@Marvin22b

17H

@Saarmupfel Very good. Can only warmly recommend it to everyone.

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Saarmupfel@Saarmupfel

16H

@Marvin22b you have now persuaded me to go into Bitcoin with 62 euros (the remainder of my silver ETC, which I have just liquidated) :-) will run along as a small experimental position... I think, after reading up a bit, that things might get a bit of a boost again in 2026... otherwise it is, as you said, "digital gold"...

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Marvin.22b@Marvin22b

@Saarmupfel 🎉🎉

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