Once a month, I keep track of my recent portfolio additions. This is my monthly portfolio update for April 2019.
On my way to financial independence, I constantly try to improve my income situation. To this end, I pursue a core-satellite investment strategy.
The core of my investment strategy is a broadly diversified ETF portfolio. However, I’m not a huge fan of dollar cost averaging. Therefore, I looked for a more profitable alternative to invest in index funds. My preferred strategy is called Value Averaging.
As of April 12, 2019, I owned 15 stocks, 7 ETFs and 4 Bonds with a total value of €104,706.83 or $118,072.55 (previous month: €98,286.61).
According to my Value Averaging strategy, I didn’t have to add any further shares to my ETF portfolio last month.
On March 18, I made use of a special offer by the Frankfurt Stock Exchange, when you could order shares of the largest listed German companies free of any fees and charges.
On top of that, I also initiated my first position in a chemical company – BASF.
In total, I bought shares for about €7,400 last month.
My bond portfolio also grew for the first time since October 2016.
After the crash of my Turkish lira bond, I hesitated to make another bond investment.
However, I got convinced by a relatively new crowdfunding platform called ecoligo*, as it allows you to participate in rather small ventures in emerging and frontier markets.
I recently invested in 3 solar projects in Kenya, Ghana and Costa Rica.
That’s it for the moment. My next portfolio update is expected to be released on May 10, 2019.