My Tobinvest portfolio remains firmly rooted in the strategy I’ve carefully developed over time. As expected, the portfolio’s value and returns have been closely tracking the stock market’s movements, with the usual ups and downs that come with market fluctuations. As of August, my portfolio is hovering near the all-time high it reached last month. […]
Summary 2024 has continued to be a strong year for my Wikifolio, achieving a year-to-date performance of 14%. The first quarter was particularly robust, with an 11.2% gain. However, the second quarter brought more stability, resulting in a strategic move to secure the gains from the initial months. Wikifolio.com — This cautious approach has placed […]
2024 has proven to be a promising year for my Wikifolio, showcasing a year-to-date performance of 12.3%. This encouraging trajectory aligns harmoniously with the broader market trends, as evidenced by the 11.2% gain in the MSCI World Core ETF over the same period. Learn more about Wikifolio — Looking back over the past 12 months, […]
Summary The year kicked off with a strong recovery from a challenging December in 2022, bringing a solid 7.5% return for my portfolio in January. Recognizing the volatility from the previous year, I opted to enhance diversification. — Market positivity prevailed until June, with a more stable summer, and continued growth in the latter part […]
Over the past six months, the performance of the Wikifolio has shown a relatively stable trend. The price has remained within a range of 70 to 75 EUR. The year-to-date performance stands at 15.4%, slightly outperforming a Core MSCI World ETF which posted a 12.9% return. — Following my predefined rebalancing strategy, I made the […]
The price for the Tobinvest Global Stockpicking Wikifolio continued to increase through the 2nd quarter 2023. The investable certificate increased with 18.4% year-to-date. The price is 72.65 EUR now. The increase so far this year, and the general marked development, are beyond my expectations. — As mentioned in the blog post from April, I executed […]
Last week in March was very positive for my portfolios, positive returns in every month this year (so far). Wikifolio Global Stock Picking Tobinvest The Wikifolio is up 16.7% YTD and had a nice rebound after 2022. The price is 71€ now, up from 61€ last quarter. Long-term development of the Wikifolio-certificate is still weak, […]
The 4th quarter finished with a weak month, just in December the Wikifolio was 7.8% down. During 2022 the Wikifolio lost 41.6%. Starting with a price over 100 €, the price is 61 € now. – Volatility in the Wikifolio followed Big Tech and Tech Growth investments in 2022, not the best place to be […]
We have had some turbulent times in the financial markets this year. My Wikifolio Global Stock Picking Tobinvest was down to 67€ at the end of June, at the end of September we are again at 67€ – nothing happened the last 3 months 😉 Except that the Wikifolio was up to 85€ in mid August. […]
My Wikifolio Global Stock Picking Tobinvest had a poor development also in the second quarter. While the price for a share of the Wikifolio was 94€ at the end of March, it is now 67€. This is a decline of 29%. From the top last year, the Wikifolio is almost 50% down – high growth […]