A Portfolio Update

This Blog Post was originally published on adagia.org.

So it has been a while since I last updated (An Update on the ETF Situation Yours Truly) you on my ETFs and general portfolio. Since then, I discovered a relatively cool app to summarize everything related to my investments: Parqet. So my current numbers can be viewed here.

Anyway, since November, we have seen very "red" months. crypto is down, and so is Technology. Although the general sector is performing good, I think the drawdown of Meta ripped large parts of my investment in the Technology ETF (A113FM).

Out of about 3400€ invested, only around 2900€ in value is currently around. My inner self tells me to buy the dip. Luckily, it is almost March so the savings plan will be buying soon.

I also changed the values of the savings plan, so going on from March, I will be buying 125€ each in Technology (A113FM) and all world (A2PKXG) and 75€ of an Emerging Markets ETF (A12GVR). I'm adding them to diversify my portfolio even more. They aren't as performing as the All-World or the Technology, but they add the other half of the world (China, Japan, South Korea, ...) to my portfolio. Also, that ups my monthly savings from 300€ to 325€.

On the cryptocurrency site, as written, all red. Although it seems to be slowly recovering, we are still ways down to last year. I bought the dip on the Hodl Certificate (A2TT3D), so I'm now holding 75 pieces of them.

If it drops below 10€ per piece, I will buy another 25, but I don't think that will happen. We have already recovered from around 11€ to around 13€ again, but who knows?

My idea is to sell 25 pieces at 80€ minimum, covering my entire investment, including tax. But to reach the 80€ per piece price, the price needs to raise more than 600%. That sounds like an astronomical number, but considering it is a crypto investment, I think it is possible in a few years.

We'll see how it goes.