Portfolio

In order to reach Financial Independence (FI), I am investing as much as possible. My money is invested in stocks in a custom ETF portfolio. I am trying to minimize the fees, diversify my investments and get enough returns to reach FI faster.

I am going to try to keep this page updated along the way with the state of my portfolio. If you are interested, you can see exactly which funds I hold in my investment portfolio. I am only holding Exchange Traded Funds (ETFs) and only those that use indexing and not active investing.

If you have a comment regarding my portfolio, I would be very glad to hear it!

Even simpler – 24.06.2019 – Current

Once I moved my portfolio from DEGIRO to Interactive Brokers, I have also simplified my portfolio even more:

  • 80% World Stocks (Vanguard Total World, VT)
  • 20% Home Switzerland Stocks
    • Switzerland Dividend Stocks (iShares Swiss Dividend, CHDVD)

You can read more about this change in how I moved from DEGIRO to IB.

Simplicity is key – 04.05.2018

I made a complete overhaul of my portfolio to make my portfolio simpler. The previous portfolio was really too complicated.

  • 80% World Stocks (Vanguard Total World, VT)
  • 20% Home Switzerland Stocks
    • 10% Switzerland Dividend Stocks (iShares Swiss Dividend, CHDVD)
    • 10% Switzerland Mid Cap (UBS SMIM)
My portfolio as of May 2018
My portfolio as of May 2018

For more information, you can read the details on how I made my portfolio much simpler.

Add bonds – Remove Crypto – 06.03.2018

I got rid of my crypto-currencies and added a few bonds and some Switzerland dividend-paying companies.

  • 50% World Stocks – Vanguard Total World (USD)
  • 10% Switzerland Medium-Cap Stocks – UBS SMIM (CHF)
  • 10% Europe Stocks – iShares Europe (EUR)
  • 10% High Dividend World – Vanguard High Dividend Int. (USD)
  • 5% High Dividend Switzerland – iShares Swiss Dividend (CHF)
  • 5% Tech – Vanguard Information Technology (USD)
  • 5% Pacific – Vanguard FTSE Pacific (USD)
  • 2.5% Europe Corporate Bonds – iShares Core Euro Corporate Bond (EUR)
  • 2.5% Europe Government Bonds – iShares Core Euro Government Bond (EUR)
Portfolio Allocation March 2018
Portfolio Allocation March 2018

For the discussion on this, you can read how I added some bonds to my portfolio.

Original Portfolio – 01.01.2018

This is the first portfolio I settled on. We’ll see how this goes.

  • 55% World Stocks – Vanguard Total World
  • 10% Swiss Medium Stocks – UBS SMIM
  • 10%  Europe Stocks – Ishares Europe
  • 10% High Dividend – Vanguard High Dividend Int.
  • 5% Tech – Vanguard Information Technology
  • 5% Pacific – Vanguard FTSE Pacific
  • 2.5% Bitcoin – XBT ETN
  • 2.5% Ethereum – XBT ETN

 

What about you? In what portfolio do you invest?