Once a month, I keep track of my recent portfolio additions. This is my monthly portfolio update for May 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 May 10, 2019, I owned 15 stocks, 7 ETFs and 4 Bonds with a total value of €102,258.75 or $114,756.30 (previous month: €104,706.83).
According to my Value Averaging strategy, I didn’t have to add any further shares to my ETF portfolio last month.
After acquiring additional shares of Allianz, Fresenius, Munich Re and SAP as well as initiating a new position in BASF in March, my stock portfolio remained unchanged last month.
My bond portfolio remained unchanged, too, after I’ve recently added 3 subordinated loans via the crowd investing platform Ecoligo in March.
That’s it for the month of May. My next portfolio update is expected to be released on June 14, 2019.