How do I start writing again after such a long time? A lot has changed in my life, and I had to focus on the important things—but eventually, my passion for blogging was reawakened. I'm writing in English now—I hope native speakers will forgive me if it doesn't sound very fluent—but for me, it's a way to improve my skills in the language. I took a new job, moved, bought a house, and did a lot of other things. Above all, though, I’ve radically changed my investment philosophy—I now have a fixed monthly savings amount and have been investing in the stock market again since November 2019.It was important to me to stop focusing on so many little things and instead concentrate solely on my portfolio—protecting it and letting it grow. It was a very good time in the market, despite the COVID-19 crisis and the war in Ukraine, and my portfolio performed accordingly. It has now reached a quite substantial size, and I’m no longer a small investor—I’m playing in the lower mid-tier now :-) .
Here is my newly restructured portfolio, which will have been active for exactly six years in November. I’ll discuss some of the individual stocks in the portfolio in a later post. The monthly change in euros is, of course, not zero, but since this is my first post, I'll use that as a starting point.
| Stock |
ISIN |
Buy (€) |
Price (€) |
Qty |
Value (€) |
MoM (€) |
| Grupo Mexico S.A.B. de C.V. |
MXP370841019 |
3.92 |
11.11 |
2000 |
22232.00 |
0 |
| VANGUARD SP 500 UCITS ETF |
IE00B3XXRP09 |
79.33 |
126.78 |
161.5 |
20481.42 |
0 |
| Microsoft Corp. |
US5949181045 |
348.34 |
433.35 |
31 |
13433.85 |
0 |
| Alphabet A |
US02079K3059 |
175.49 |
307.20 |
40 |
12288.00 |
0 |
| JPMorgan Chase & Co. |
US46625H1005 |
141.30 |
306.25 |
39 |
11943.75 |
0 |
| iShares Core MSCI World ETF |
IE00B4L5Y983 |
79.07 |
128.36 |
77.1 |
9896.56 |
0 |
| Union Pacific Corp. |
US9078181081 |
201.10 |
254.15 |
36 |
9149.40 |
0 |
| WisdomTree Global Quality Dividend ETF |
IE00BZ56RN96 |
27.46 |
36.93 |
232.5 |
8586.23 |
0 |
| Berkshire Hathaway Inc. B |
US0846707026 |
329.40 |
450.75 |
14 |
6310.50 |
0 |
| Allianz |
DE0008404005 |
230.96 |
437.20 |
12 |
5246.40 |
0 |
| Imperial Brands plc |
GB0004544929 |
21.59 |
32.64 |
115.1 |
3756.86 |
0 |
| Bank of America Corp. |
US0605051046 |
27.67 |
54.32 |
68 |
3693.76 |
0 |
| Sumitomo Mitsui Inc. (SMFG) |
JP3890350006 |
12.66 |
37.21 |
99 |
3683.79 |
0 |
| VanEck Developed Markets ETF |
NL0011683594 |
54.81 |
55.30 |
55.7 |
3080.21 |
0 |
| DHL Group |
DE0005552004 |
43.25 |
55.72 |
55 |
3064.60 |
0 |
| Chevron Corp. |
US1667641005 |
131.82 |
161.64 |
17 |
2743.80 |
0 |
| Cisco Inc. |
US17275R1023 |
44.15 |
104.10 |
25 |
2602.50 |
0 |
| Cal-Maine Foods Inc. |
US1280302027 |
72.32 |
73.26 |
31.8 |
2329.66 |
0 |
| Ahold Delhaize |
NL0011794037 |
30.74 |
33.27 |
69 |
2295.63 |
0 |
| Itochu Corp. |
JP3143600009 |
3.54 |
11.07 |
177 |
1959.39 |
0 |
| American Express Co. |
US0258161092 |
257.67 |
294.65 |
6 |
1767.90 |
0 |
| ONEOK Inc |
US6826801036 |
61.40 |
75.69 |
23 |
1740.87 |
0 |
| Rio Tinto plc |
GB0007188757 |
61.73 |
87.84 |
19 |
1668.96 |
0 |
| California Water Service Group |
US1307881029 |
41.75 |
43.20 |
37 |
1598.40 |
0 |
| Waste Management Inc. |
US94106L1098 |
206.02 |
198.98 |
7 |
1392.86 |
0 |
| VANGUARD FTSE Japan UCITS ETF |
IE00B95PGT31 |
30.17 |
45.44 |
29.6 |
1345.02 |
0 |
| Colgate-Palmolive Co. |
US1941621039 |
71.34 |
80.13 |
15 |
1201.95 |
0 |
| Amphenol Corp. |
US0320951017 |
122.58 |
145.38 |
7.4 |
1075.81 |
0 |
| Iluka Resources Ltd. |
AU000000ILU1 |
4.10 |
4.38 |
241.1 |
1056.01 |
0 |
| Duke Energy Corp |
US26441C2044 |
107.27 |
107.60 |
9 |
968.40 |
0 |
| WisdomTree Physical Gold ETC |
JE00BN2CJ301 |
341.40 |
373.14 |
2.3 |
858.22 |
0 |
| Deutsche Telekom AG |
DE0005557508 |
29.51 |
29.01 |
30.3 |
879.00 |
0 |
| WisdomTree Physical Silver ETC |
JE00BQRFDY49 |
47.07 |
54.75 |
12 |
657.00 |
0 |
| Astroscale Holdings |
JP3119820003 |
5.46 |
6.60 |
86 |
567.60 |
0 |
| Heidelberg Materials |
DE0006047004 |
185.01 |
160.45 |
2.7 |
433.21 |
0 |
| Total Sum |
0.00 |
0.00 |
I'm currently setting aside €775 each month for the following securities. I can't afford more right now, but that's still a decent chunk of change. Here are my investments for August 2026, which are already included in the table above. The last two positions still show zero shares, as the savings plans for these will not be executed until the end of the month.
| Stock |
ISIN |
Monthly Investment (€) |
Acquired Shares |
| iShares Core MSCI World ETF |
IE00B4L5Y983 |
100.00 |
0.779 |
| VANGUARD SP 500 UCITS ETF |
IE00B3XXRP09 |
100.00 |
0.787 |
| WisdomTree Global Quality Dividend ETF |
IE00BZ56RN96 |
100.00 |
2.706 |
| WisdomTree Physical Gold ETC |
JE00BN2CJ301 |
50.00 |
0.135 |
| WisdomTree Physical Silver ETC |
JE00BQRFDY49 |
50.00 |
0.938 |
| VANGUARD FTSE Japan UCITS ETF |
IE00B95PGT31 |
50.00 |
1.108 |
| Heidelberg Materials |
DE0006047004 |
50.00 |
0.305 |
| Deutsche Telekom AG |
DE0005557508 |
25.00 |
0.853 |
| Amphenol Corp. |
US0320951017 |
100.00 |
0.332 |
| Iluka Resources Ltd. |
AU000000ILU1 |
50.00 |
12.051 |
| VanEck Developed Markets ETF |
NL0011683594 |
50.00 |
0.00 |
| L & G Global Quality Dividends ETF |
IE0005AJA0P1 |
50.00 |
0.00 |
| Total Monthly Investment |
0.00 |
- |
It truly feels Surreal to be hitting "Publish" again after 11 long years of silence on this blog. So much has changed since then, but coming back to this space feels like coming home—only with a clearer mind, a stronger strategy, and a portfolio I’m proud to share. Looking ahead to the coming month, the global markets remain a fascinating, if somewhat volatile, playground. Between shifting central bank policy rate trajectories in the US and Europe, ongoing geopolitical tensions, and dynamic shifts across international markets, we are bound to see some turbulence. But as long-term investors, we know that short-term market noise is just background music to a solid savings strategy. I’m genuinely excited to document this journey here once again, step by step, and I’m so glad to have you along for the ride. See you in the next update!
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