5Mês·

Hello everyone,

after writing my last post over a year ago and following my strategy ever since.

The following ETFs are executed monthly.

$VWCE (-5,52%) with 800€

$SEMI (-6,63%) with 50€

$LOCK (-5,17%) with 50€

$XGLE (+0,35%) with 50€

Furthermore, in $BTC (-0,4%) with 50€, $ETH (-0,13%) with 50€ and $EWG2 (-0,53%) with 50 €

Normally, € 2,000 per month and a special repayment of € 1,300 per month are transferred to the call money.

Please provide constructive feedback.

2 Comentários

5Mês

As around 3/4 of your portfolio is in fixed interest overnight money, you have actually only invested 20k. But your return is ok, your positions are also well in the plus for the 2 years.
Now that interest rates are falling, I would put the call money in ETFs. However, I'm not a fan of ETF themes. The all world would be enough for me

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Knebel-Horst@DoppelSchlechtMinus

5Mês

Take a look at the performance of $XGLE in phases of falling interest rates. Could be a more attractive place to park your money at the moment, depending on the purpose and time period.
I would never invest in thematic ETFs for the longer term, the money would be better off in $VWCE.

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