Monthly Portfolio Update 📈 May 2021
Jun 3, 2021 08:39 · 248 words · 2 minute read
A slightly belated post for 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
May was the exact opposite of April. Crpyto plumbed compared to the previous run and some are fearing the start of a bear market. But I got somehow lucky with market timing and sold a minor part of the crypto beginning of May. My rationale was that I should make something out of the high prices - right decision in retrospective.
- I sold 0.1 ETH for around 3 234.67€ per share
- I sold 80 XRP for around 1.25€ per share
Otherwise boring buy-and-hold as usual: only my savings plan got executed.
| Measure | Entire Portfolio | ETFs | Stocks | Cryptos | Cash |
|---|---|---|---|---|---|
| IRR | -17.66% | 0.84% | -80.82% | -83.91% | 0.13% |
| TTWROR | -1.60% | 0.04% | -12.69% | -14.93% | 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.