1D·

Goodbye, first half of 2025 - June in review

#juni25


📉 June performance: -0,69%

🎯 Annual target: +15%

📈 Current IPQ: 113,3

🔥 Hot factor favorite: BYD

👑 King Midas Factor: Nexus

🤖 Robo-Advisor overall performance: +25,04%

💶 1 CHF = 1.06 EUR


Crypto

🔁 Slight adjustments & partial sales


Timeless, NFTs & music rights

Timeless: No shares in June

NFTs: No news

🎼 Music rights (GlobalRockstars): No new purchases


Winery

🍷 No news


Individual shares, ETFs & savings plans

💸 Savings plans: No changes

📈 Individual shares:

Joined Nagarro through Allgeier at the time - I have since bought back two thirds of my original position.

→ Planned sale:

- Either when the price reaches € 97

- Or after one year according to the magic stock market formula evaluate


Crowdcube / Start-ups

📞 A call with a local start-up is coming up next week - I've been hooked for a while. However, the current minimum stake is 20k ......


Private review - June

📬 Job/application: New application sent out for January

🌊 Vacation: Two relaxing weeks at the North Sea - the kebab still costs €4.50 there 😄

Interest rates, podcast & real estate

🏦 Vivid: No news

🎙 Podcast: Season 3, Episode 1 - "Financial goals" is online

🏠 Property: New furniture + air conditioning installed


July outlook

🛑 Depot: No individual share purchases until November

🚆 Trip: Off to Cologne at the end of the month

✨ And otherwise: Let's see what life brings!


And how was your June?

👋 If you don't like my investments, feel free to use the block function.

👍 Anyone who celebrates my thoughts is welcome to follow me.



Thanks for reading! 🙌

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Comprado em € 58,93
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8 Comentários

My June was basically plus minus zero, apart from the dividends. the same is actually true for YTD, although with -3k rather a bit red.
I have to say this is the first time I've seen your post, what's the deal with this robo advisor? I'd be interested.
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@Solitair then welcome. Yes, Ytd is currently also at -4% (still). It is the Roboadvisor Oskar, I introduced it 2 years ago, see https://app.getquin.com/de/post/dQLvGOpoXa/slug if you have any further questions, just contact me.
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I can't complain. YTD in my private portfolio +32% and for June +3.89.

As always, I'm currently having fun with the fact that people are scared of me when you go and say "Please make my E61 whole again. Yes, it has 300,000 km. Yes, I want to keep driving it. Yes, I know it will be expensive". The final list currently includes BMW and some other value I've forgotten.
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Nothing new with Pokémon either? Or are you not following it any further? I may have missed the announcement. Otherwise, good luck! 🍀
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@Ash Good of you to ask! I haven't watched any streams since June 19. The reason is that the almost 400 giveaways I've won are starting to take up a lot of space. I'm currently in contact with several retailers who might be able to take some of them off my hands.

Of course, I'm keeping my personal favorites and I'd also like to have a few of the new cards graded.

One of the main problems is the new Eternal Rivals set. It feels like you can get it at any post office or Lidl checkout, but only individual boosters. I'd much rather have a Top Trainer box, but unfortunately they're far too expensive at the moment. So I'm hoping for restocks soon.

It's also hardly worth mastering the new set - it would just be too expensive. Even the next Black & White set will be difficult to master because it's supposed to contain over 700 cards. I hope that I can at least pre-order a TTB.

Because of all these factors, I have decided not to include the whole thing in the review.
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Kebab for 4.50? Was it topped with fish waste?
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@DonkeyInvestor no with donkey meat😘
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@Koenigmidas the one from Goldeseln is particularly delicious
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