The first ever portfolio introduction!
The start of a series of portfolio updates. This series will feature an insight into the stocks I hold, the returns I have made since previous update, stock market developments and general market updates. Check it out now and stay tuned for more!
Portfolio growth: €5633 year to date (“YTD”)
Of which deposits: €3000 (YTD)
Return: €2633 (YTD) (9% based on current portfolio worth)
Total portfolio return: €6143 (20% based on current portfolio worth)
Market Update H1-2025
In the first half of 2025, global stock markets saw a turbulent yet ultimately bullish run, marked by a sharp April sell-off after President Trump announced sweeping “Liberation Day” tariffs on most imports, which sent the S&P 500 down ~4% and the Nasdaq over 5% in a single day. A rapid policy reversal fueled one of the fastest recoveries on record, erasing over US $10 trillion in losses and propelling the S&P 500, Nasdaq, and Dow to fresh all-time highs by June, with gains of roughly 5–7.5% for the period. Market leadership was heavily concentrated in AI-driven giants like Microsoft and NVIDIA, alongside explosive rallies in AI infrastructure, nuclear energy, and space tech stocks, some soaring over 300%. Crypto equities surged on favorable regulation, gold reached record highs above $3,450 amid geopolitical tensions, and retail investors traded a record $6.6 trillion in equities. Internationally, a weakening U.S. dollar boosted multinational earnings, while European banks posted their strongest first half since 1997. The bond market was volatile, with higher yields creating buying opportunities.
Returns per holding
My investment strategy follows a diversified approach – buying ETF’s while dollar cost averaging. Please find below a short description of the ETF’s I currently hold in my portfolio:
1. VUSA – Vanguard S&P 500 UCITS ETF
Tracks the S&P 500, giving low-cost exposure to 500 large U.S. companies across major sectors.
2. VWRL – Vanguard FTSE All-World UCITS ETF
Global large- and mid-cap stocks from developed and emerging markets for broad equity exposure.
3. VHYL – Vanguard FTSE All-World High Dividend Yield UCITS ETF
Global high-dividend large- and mid-cap stocks (excl. REITs).
4. TDIV – First Trust NASDAQ Technology Dividend Index Fund
Dividend-paying tech and telecom companies, mainly large caps on Nasdaq.
5. EQQQ – Invesco EQQQ NASDAQ-100 UCITS ETF
Tech-heavy 100 largest non-financial Nasdaq companies.
6. TRET – VanEck Global Real Estate UCITS ETF
Global real estate equities (often REITs) across multiple property sectors.
This is NOT financial advice
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