Safe Portfolio with a lot of Diversifications, has Equity, Bonds (short, long), Gold, Real Estate, MSCI, US and rest of the world. Volatile strategy WEXE - MSCI not technical and doesnt include US for diversification IS3N- MSCI No Europe and no US and not Technical VVSM - Sustainability and includes also small companies
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 45.0% | 0.35% |
WEXE.XETRA Amundi MSCI World Ex USA UCITS ETF Acc • IE00085PWS28 | ETF | 10.0% | 0.15% |
EQQB.XETRA Invesco EQQQ Nasdaq-100 UCITS ETF Acc • IE00BFZXGZ54 | ETF | 10.0% | 0.3% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 10.0% | 0.18% |
IUS5.XETRA iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) • IE00B3B8PX14 | ETF | 5.0% | 0.2% |
IQQ6.XETRA iShares Developed Markets Property Yield UCITS ETF • IE00B1FZS350 | ETF | 5.0% | 0.59% |
SGLD.AS Invesco Physical Gold ETC • IE00B579F325 | ETC | 5.0% | 0.12% |
SXRQ.XETRA iShares Euro Government Bond 7-10yr UCITS ETF (Acc) • IE00B3VTN290 | ETF | 5.0% | 0.15% |
IBCL.XETRA iShares Euro Government Bond 15-30yr UCITS ETF (Dist) • IE00B1FZS913 | ETF | 5.0% | 0.15% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.0% | +1.3% | -6.7% | +3.3% | - | - | - | - | - | - | - | - | +6.4% |
| 2025 | +3.0% | -3.7% | -7.8% | -2.8% | +7.6% | +5.0% | +4.0% | -0.9% | +7.3% | +9.4% | -1.8% | +1.4% | +20.9% |
| 2024 | - | - | - | - | - | - | - | - | +1.3% | -0.8% | +3.4% | +0.7% | +4.7% |
Total Dividends Received
€52.13
9 payments
Dividend Yield
0.30%
(annualized)
Avg Per Payment
€5.79
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2026 | €5.43 |
| 2025 | €35.24 |
| 2024 | €11.47 |
| Total | €52.13 |