2Yr·

𝘼 𝘾𝙧𝙮𝙥𝙩𝙤 𝙨𝙩𝙤𝙧𝙮


Or also an example of the boring stock market wisdom ,,you can only lose 100% but gain x%" (in the meantime :) )


My 2019 portfolio allocation:

50% MSCI World

35% Value stocks

10% Crypto

5% certificates


I started with crypto in 2019 and invested a mid 3-digit amount in any currencies I got excited about.

By the end of 2020, crypto was already up more than 100% due to the rise of $BCH and especially $Atom. Pure luck up to this point, which I was also aware of.


Portfolio distribution 𝟮𝟬𝟮𝟬 thus:

33% MSCI World

33% Equities

33% Crypto (Atom, ADA, ETH, BCH)


But how to continue at that point?

Because I had gained a lot of money through Cosmos and was starting to be interested in content, I first looked for projects based on the same blockchain.

Thereupon found Strange Clan NFTs and whitelisted them through the Discord server - Thus buying 2 NFTs early access, so to speak, for a portion of the profits.

Converted another smaller part of the profits from (1) into Osmosis (exciting part within the Cosmos universe), also sold the World ETF (strategy change) and converted 75% into shares and 25% into Cosmos.


Portfolio distribution 𝟮𝟬𝟮𝟭:

60% shares

15% Cosmos

8% certificates

7% NFTs

5% ETH

5% Osmosis



2022

The price of an NFT has increased tenfold, Atom and Osmosis have doubled additionally since then (So the price of the NFT has actually increased twentyfold, but let's leave the conversion nonsense) Thus sold one of both NFTs. Started looking for new projects again, this time broadened the horizon and reinvested the profit of the NFT in bFOT [based on the Juno Blockchain, still quite unknown].


Depot 𝟮𝟬𝟮𝟮:

33% NFT

17% Cosmos

12% bFOT

10% Osmosis

5% certificates


23% Shares


So =.

Had I not reinvested part of the profit, I would have left an incredible return+ without the initial investment, I would not have bought the NFTs either, because of "too high risk". So it was just a reinvestment, only book profits were risked.

If you add it all up, the return on the initial investment is now about 1650%.



[

In this sense, to all those who told me ?6? months ago it makes no sense to sell a WoRld ETF

World performance since I sold: about 8%.

Average performance of assets bought instead: almost 20% (stocks -15%, Cosmos 100%).

]


And as always: If someone now thinks he has to spend a medium 3 digit sum for some 20 leverage, don't come to me later with "you said".

If one is able to investigate and is convinced, risk is no longer a reason for me to just watch.

If you don't want to be active, it's better to stay with AllWorld.


Bye

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48 Comments

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Do I understand correctly that a large part of your portfolio consists of a Panda NFT 2 shitcoins? Very good, keep it up! 🚀
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I can't get my crypto share down to 10% 😭
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You'd better throw out your Global Clean slowly... or else I'll be out of control...
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1. i am glad that you could achieve such a wonderful return! That's tough, you took the risk and succeeded with it 2. You just described your track record of three years. Great return! But let's wait and see how that develops over 10-20 years. If you can hold that, you are probably the best speculator in the world. More likely, however, is unfortunately that you will go down the drain once or twice with your risky investments and your performance is then corrected back to a normal average. I would wish you from the bottom of my heart that you can hold the performance! Do not think, however, that it will be possible on 10 years and think when we talk in 3-6 years, you invest again in a diversified world ETF. Good luck 🍀🤞🏽 Keep us up to date.
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Well, you don't usually sell the World ETF because it's usually in passive portfolios. You do quite a lot actively, so your approach is clearly different from the ETF hodlers. I agree though that some part should be in well thought out risky plays, you learn a lot more that way than with the usual ETF portfolios. I'll have to check out that osmosis thing later which sounds like a disease 💀
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nice man
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I was also at that point, then got into the wrong project and got badly burned. Risk is good if you can assess it realistically and as long as it is small amounts. From 30,000+ I would invest more conservatively in the S&P500. Stock picking is also a matter of luck.
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