Investing Archives

5 thematic funds for the future

Heads up before you read these suggested themes. This post and other posts like it are my own thoughts and ideas. I’m not a broker/dealer, nor am I an investment advisor. I have no access to non-public information about publicly traded companies, and this is not a place for the giving or receiving of financial advice, advice concerning investment decisions or tax or legal advice. These are suggestions, guides, not advice.

More and more thematic funds are being released on us: from agriculture to solar energy. It’s won’t help you keep a simple portfolio, but if you are interested in dabling in other areas than a region-based portfolio and don’t mind doing some futurology -yes that’s a thing- I’d like to go over a few interesting options.

Quarterly Portfolio Report - growing stack of coins

Quarterly Portfolio Report – Q1 2020

USD rate used: 1 USD = 0.9209908 EUR

-EUR

Total portfolio worth (all in)

+EUR

Total portfolio worth (Savings & Effects)

The first quarter of 2020 was a thrill ride. Especially March turned out to be crazy. When you compare it to Q4, all my investments took a nosedive. From an all-time high for my personal portfolio to a new low.

My monthly Savings Rate report: March 2020

This page can contain affiliate partner links to products that I purchased this month.

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February Savings Rate

Well, this was an interesting month for obvious reasons. The Coronavirus took a hold of the world this month after it caused a lockdown in China. It’s not exaggerated to say the coronavirus has the world in its grip. The upside to this for me personally is that it means I barely made any expenses besides groceries. I did make one large purchase after receiving a tax deduction on my apartment.

5 tips and suggestions to control the crisis and a recession

Heads up before you read these suggestions. These and other posts like them are my own thoughts and ideas. I’m not a broker/dealer, nor am I an investment advisor. I have no access to non-public information about publicly traded companies, and this is not a place for the giving or receiving of financial advice, advice concerning investment decisions or tax or legal advice. These are suggestions, guides, not advice.

Until a couple of weeks ago, the markets stayed unphased by the ever-expanding coronacrisis. Forward three weeks and the markets caught a serious fever. You got to wonder: with steep a decline as we saw these past two weeks, is it time to go in a bit more and “buy the dip” during this coronavirus crisis and are we heading for recession version 2020?

Portfolio update: stock purchases using tax deduction

Thanks to a tax deduction on my newly bought apartment on plan, I received about 17,000 EUR. This allows me to give a nice update on my portfolio and milestones progress.