Current portfolio and planned changes in 2025

Hello Community,

I thought it was time to post my portfolio again and what adjustments and plans are still taking place for the year 2025.

My portfolio currently consists of the classic $IWDA (+1,34%) , $EIMI (+0,78%) and the $CSNDX (+1,71%) .

Further additions are $WGLD (-0,84%) and $BTC (-0,04%) only.

My remaining satellites are targeted additions in order to expand the focus to Europe and Japan on the one hand and to provide a yield boost in the portfolio on the other.

I currently continue to invest in all ETFs, gold and Bitcoin on a monthly basis.

Upcoming changes:

I will shift a portion from the call money account into the $XEON (+0%) into the

It may be planned to make another additional purchase at $NOVO B (+3,18%) is planned.

expected new additions this year:

$PANW (+1,67%)

$ISRG (+0,24%)

$RKLB (+3,49%)

These are also joining the ranks as targeted satellites and, for me, represent three further interesting, fast-growing and sustainable sectors.

Have a nice weekend :)

LG

Paul