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 […]
The Wikifolio Global Stock Picking Tobinvest represents the active part of my portfolio. It contains just stocks and no funds at the moment. I’m considering it as the high risks / high chances part in my investment world as well. Most stocks are linked to the high growth technology market segment and are widely overvalued […]