Monthly Portfolio Update 📈 Mar 2021
Apr 2, 2021 20:24 · 268 words · 2 minute read
Third post in my monthly series about my portfolio update. To objective is to show what happened and to help me track the history of my portfolio.
Monthly Portfolio Update
Compared to the previous month it felt stable.
My overall portfolio grew slightly which was mostly driven by the ETF part. I also received the first dividend from my new Vanguard All World ETF: 12,5€ gross for Q1 2021, so after taxes slightly above 9€ as a start. As I stated before: (quarterly) dividends give me a good feeling even though I know the amount is insignificant.
The only stock I’m owning is still declining and I considered buying the dip. But eventually decided against it: Tesla is already heavily over-weighted in my portfolio and I’d like to keep some diversification - even though I believe in it going to the moon 🚀.
| Measure | Entire Portfolio | ETFs | Stocks | Cryptos | Cash |
|---|---|---|---|---|---|
| IRR | 31.70% | 37.07% | -47.04% | 1534.87% | 0.13% |
| TTWROR | 2.28% | 2.62% | -5.09% | 25.82% | 0.01% |
What is the monthly portfolio update showing?
(repeated again, already described in the first update) I created a view in my tracking tool which is split up into 5 columns and will be filtered on the last month:
- Entire Portfolio is the 1st column, showing the summary of all other 4 columns.
- ETFs is the 2nd column, basically my World Portfolio (70% World, 30% Emerging Markets).
- Stocks as the 3rd column, my only stock I’m owning.
- Cryptocurrencies as the 4th column, a rather small and old position if you look at the Invested Capital.
- Cash as the 5th column, only there to give the complete picture.