2023 — My portfolio — First half of the year

Published in

lucimix investments

3 min readJul 17, 2023

Hi everyone!

Here’s another update of my investments. It has been a journey of considerable duration, and I am hopeful that it will not only provide me with valuable learning experiences but also, if possible, generate substantial returns in the future. In parallel, I share this information with you believing that it can be useful in some way.

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For me, the market is currently uncertain

Despite the positive first half of the year, I believe that the world of investments still retains some fragility:

Despite our efforts to control inflation, high interest rates pose significant challenges for individuals with loans, particularly those associated with the real estate market.
People cannot afford new houses anymore on some important markets like the US.
The war in Ukraine continues. At any moment, there may be changes that could impact the entire planet.

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Summary

The next points summarize the changes of my investments through the first half of 2023:

I invested a lot less: only 52% of what I have committed for this first semester (-68% than same period in 2022).
It is in the pension fund that I invest more consistently.
A lot of the money I’ve put in as invested, in fact, it is just set aside to apply to new opportunities that appear on the stock market.
I started investing in collectibles to be resold later (less than 3% of my portfolio)

Amount Invested on the first half of 2023

I invested an total of 2322,97€.

Accumulated amount invested over first half of 2023

First half of 2023 — invested by product type

Portfolio Value

At the end of June, all my portfolio worth 18191,98€.

First 6 months overview:

Total invested: 2322,97€
Value from 2022: 14767,33€
Portfolio Value Today: 18191,98€
Profit/Losses: 1101,68€ (related to the end of 2022)
Value reserved: 4508,66€

Back to positive values after a very negative 2022. However, I could have better results if I had applied the 4508,66€ I have in “standby”.

Overall evolution (Since the beggining of 2021)

From 2020: 4936€
Total invested (2021, 2022 and 1st half 2023): 17404,76€
Portfolio Value Today: 18191,98€
Profit/Losses: -4148,78€ (-22%)

Portfolio evolution

At the moment, I am not disappointed with my investments. The value is close to my maximum valuation and I have some money ready (reserved) to invest. If I find opportunities that I consider good, the value of my portfolio can increase considerably.