Last updated on 1/1/25. Currently up xxx% YTD (vs xxx% for S&P 500 in EUR)
2024 Results
Disclaimer: This content is for educational and entertainment purposes only and is not intended as financial advice. Perform your own research and consult a qualified financial advisor. The author may hold positions in the discussed stocks. This is not a recommendation to buy or sell securities.
Starting Rules
Start with 15 stocks
Individual allocations ranging from 5% to 10%
Ongoing Rules
Fully invested (except for a small amount of cash from received dividends)
No shorts, options or margin
Performance will be tracked in EUR
New positions can be smaller than 5%.
Portfolio can evolve to more than 15 positions
Transactions
Transactions will be posted immediately on Substack Notes
I have a tendency to do lots of small trims and extra purchases, jumping in and out of stocks more quickly than I originally planned. I’m trying to fight this urge.
Technical Details
Starting with virtual portfolio of €1 million
Flat fee of €10 per transaction
No capital gains tax, no dividend withholding tax