Revealing my €150K Stock, ETF & Crypto Portfolio

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Disclaimer: I am not a financial advisor. This video, and the ideas presented in it, are for entertainment/educational purposes only and should not be construed as financial or legal advice. You, and only you, are responsible for your investment decisions. This video, post & article should not be construed as investment advice. Capital at risk.
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In today’s video, I’m pulling back the curtain on my €150K investment portfolio. We'll dive deep into my stock and crypto investments, discussing my strategies, picks, and the journey that got me here.
🌟 In this video, you’ll learn:
My top stock picks and why I chose them
The crypto assets I’m betting on
The balance between my stock and crypto investments
My strategy for building a diversified portfolio
Lessons learned and tips for aspiring investors
Investing can be a rollercoaster, but with the right mindset and strategies, you can achieve financial freedom. Whether you’re a seasoned investor or just starting, there’s something in this video for you.

Опубликовано:

15 июн 2024

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Комментарии : 61

@SmartMoneywithKai 18 дней назад

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@ilba8855 16 дней назад

Hi Kai, great video, as always. Is there a way to show your gains on IKBR including the dividends? Because the ones that I see and that you show do not consider any dividends?

@SmartMoneywithKai 15 дней назад

Hi, it looks like the TWRR number on the dashboard does in fact consider dividends, but you can also see that separately under performance & reports > statements > realised summary then choose YTD and you will see the breakdown 👌

@PatrickSwayzeable 16 дней назад

Hello Kai, great video very concise. If you don't mind me asking: Do you have any rationale on picking brokers or exchanges? I see you use Nexo, but not bigger exchanges like Kraken. Would you mind to recommend a model of Ledger(s) to buy? Same for the Brokers, Do you consider T212 as a long-term alternative to IBKR? And lastly, are you planning to do a video about tax planning related to the invesments, cash and real-state you have? Thank you.

@SmartMoneywithKai 15 дней назад

Hi Patrick, thanks a lot 🙌 I look at brokers that have a large, ideally global presence as I have and will continue to move around the world I want my broker to support me. I want to have a nice user interface. I want them to be large by size of assets under management and trustworthy, lowest possible fees and have the ability to transfer my portfolio to another broker. I do consider IBKR long-term, that's why I am also building up a portfolio over there for long-term, I will still be using both as I think each one is great in their own right. As for crypto exchanges, I have used Kraken, Crypto com, Coinbase, Binance and co in the past but what I like about Nexo is there simplicity of the user-exerpeience, low fees if you are on Platinum level, their card which had been great, that I can borrow money against my crypto and now I get 10% interest on my USDT so in many way better than those big players and we've also seen big players like FTX go bust, while I appreciate how transparent Nexo has been. I use Bitget for a bit of crypto trading as they offer more coins and slightly lower trading fees, but for the rest Nexo is awesome. As for taxes, I live in Dubai so taxes are luckily not relevant to me anymore 🙏 But also it would be very hard to do, as I am not a tax expert and it's so different for every country so maybe best to look specifically for video on this topic in your country. Cheers 👋

@PatrickSwayzeable 15 дней назад

Thank you for the detailed response. Have a good one!

@Novartus 17 дней назад

Hello Kai, are the received dividends included with these unrealized or realized gains/losses? Or is this only the stock prices? Are the dividends included in the performance that you showed us at the beginning?

@SmartMoneywithKai 17 дней назад

Hi 👋, The dividends are not included with the unrealized or realized gains/losses. The performance shown at the beginning however does include both 👌 Cheers

@WahidAzizi1 17 дней назад

THANK YOU for sharing this. On the Getquin, are you sure the numbers they extract from the broker account are accurate? In my case, it is otherwise.

@SmartMoneywithKai 17 дней назад

Hi and my pleasure, glad you found it useful. It did happen 1-2 times to me too, but then I just delete the portfolio and do a fresh re-sync and it sorts it out again 👌

@paulevans1139 18 дней назад

Great video as usual Kai, could you please do a video on the Ustd , I'm learning about crypto, any tips, info, advice would be grateful for learning. Thanks for transparency 👏👍🏻👌🏻

@SmartMoneywithKai 17 дней назад

Hi Paul, thanks a lot, really appreciate that and absolutely, will be one of the next videos, I think it will appeal to a few people, myself included as I do see FIAT interest rates dropping further soon, this might be a nice alternative to get high interest 👌 Cheers

@yessir4859 18 дней назад

It takes a lot to admit that your individual stocks are under performing the market. A lot of dividend investors are stubborn and don’t want to admit that! Consolidating your portfolio is a smart move, in my opinion, as it allows you to focus on maximising your income. Even if your stocks were outperforming the market, it takes time to read the quarterly reports, earnings calls ETC so is it really worth the potential 1-2% extra gains? Or is it far better to increase your income by 2x to invest more? 🤷‍♂️

@SmartMoneywithKai 17 дней назад

Thank you and absolutely, that's another good point, the time I save on research and trying to keep up with all the things around the company, I better use that to focus on income generating activities and invest the profits into a passive ETF like the S&P which did outperform all of my dividend stocks and many of my individual stocks 😉 Cheers

@agustinbarrosotorres4749 14 дней назад

Hi Kai, thank you for sharing your knowledge as always. I have a question regarding the tax return here in Australia due to I started investing this year. Do I have to declare Nexo and Binance as well? Or only stocks and ETF? Cheers

@SmartMoneywithKai 12 дней назад

Hi mate, thanks and my pleasure. I assume crypto gains are also taxed in Australia like in most places there for yes, technically you would need to if you realised any gains i.e. took profits. If not then, not. There are websites our there that could help you with that koinly.io/ Now how good the Australian government is in chasing up on-chain transactions of it's citizens, I don't know 😉 Cheers

@agustinbarrosotorres4749 12 дней назад

@@SmartMoneywithKai Many thanks for your reply Kai Cheers

@dr6tarou 16 дней назад

So it’s better to deposit fiat money and convert it to usdt in nexo or bybit than to deposit fiat money to IBKR or trading 212 because the interest rates are much higher. Am I right ?

@SmartMoneywithKai 16 дней назад

Hi and you got it, at least it's an option and yes, the interest is much more attractive on USDT than on FIAT USD but of course, it comes with platform and stablecoin risk, but at double the rewards, it might be worth it, at least for some part of your funds. Will make a video on this topic this week 👌

@dr6tarou 16 дней назад

@@SmartMoneywithKai I will wait to see this video you did very good job

@SmartMoneywithKai 16 дней назад

@@dr6tarou Thanks a lot 🙌

@officialchrislister 17 дней назад

Great video. Is your Interactive Brokers account a GlobalTraders one? Also do you use margins or is it a cash account? I am changing mine to a cash account and wanted to ask you if you do the same?

@SmartMoneywithKai 17 дней назад

Thanks a lot Chris 🙌 Global Trader is one of the apps they have, you will just have an IBKR account and with this you can use all their various platforms, I mostly use IBKR app and Web Portal. I am on the IBKR Pro plan and account is cash as I don't do margin trading 👌 Cheers

@MrRafaelMatiazoguita 11 дней назад

Hello Kai, I’m going to transfer my assets to an American broker. I’m still deciding between IRKB and Schwab. Do you have any thoughts?

@SmartMoneywithKai 11 дней назад

Hi, I don't have access to Schwab but from what I heard these are some differences. Ease of Use: Schwab is more beginner-friendly, while Interactive Brokers caters to advanced traders. Costs: Interactive Brokers typically has lower trading costs, especially for high-frequency traders. Global Reach: Interactive Brokers offers more comprehensive global market access. Platform: Schwab’s platform is simpler, whereas Interactive Brokers offers more complex tools and customization options. I would always prefer Interactive Brokers as they are truly global so it's easier in case I move to another country one day. Hope this helps you decide which broker suits your needs best. Cheers 👋

@MrRafaelMatiazoguita 11 дней назад

@@SmartMoneywithKai Thank you Kai. I’ll definitely go with IKBR.

@SmartMoneywithKai 11 дней назад

Good choice 😉👌

@officialchrislister 17 дней назад

Also if I become a member can I ask your advice on my ETF choices?

@SmartMoneywithKai 17 дней назад

Hi Chris, absolutely, inside the Smart Money Club www.smartmoneywithkai.com/smartmoneyclub with pleasure. Have an awesome day. Cheers

@officialchrislister 17 дней назад

@@SmartMoneywithKai What is the app on iPhone? I want to check I can get it on my region store.

@SmartMoneywithKai 17 дней назад

Sure, it's this app apps.apple.com/us/app/circle-communities/id1509651625

@briquan 14 дней назад

Inspiring

@SmartMoneywithKai 14 дней назад

Thanks a lot 🙌 Power of compounding growth slowly kicking in 👌

@briquan 14 дней назад

@@SmartMoneywithKai yes !! I started investing a little after I turned 20. My portfolio is getting 👍 but I want to be at ur level 🔥 one day

@SmartMoneywithKai 13 дней назад

Well done, continue doing that and you will get there. Well done 👏

@SnipzSmooth 18 дней назад

Hey Kai, why not no more Interest in NEXO? I remember you were in there back in the day

@SmartMoneywithKai 17 дней назад

Hi and as I mentioned in the video, I am now in the process of sending more FIAT into Nexo, convert to USDT to get that high-interest, will make a video on this topic this week 👌 Cheers

@markomestrovic7560 13 дней назад

@@SmartMoneywithKaiDo you think Nexo will not fail like others ? I am also thinking of putting some of my savings there and using that to buy btc dips

@SmartMoneywithKai 13 дней назад

@@markomestrovic7560 Nobody knows but as long as crypro markets are going well I feel comfortable keeping funds there at least some mostly stablecoins but once we go back to crypro winter I would move them off the exchange.

@captainhook88 17 дней назад

If you say your total portfolio is 600k+, does this include leveraged money to buy real estate?

@SmartMoneywithKai 17 дней назад

Hi and no, I do not include leveraged money that's why I don't even include my new apartment in Lithuania as it still has a mortgage on it so I do not even factor that one in. Cheers

@captainhook88 17 дней назад

@@SmartMoneywithKai Interesting, so most of your portfolio is currently real estate?

@SmartMoneywithKai 17 дней назад

That's correct, also has seen then biggest capital appreciation in monetary value not percentage👌

@captainhook88 17 дней назад

@@SmartMoneywithKai Great, congrats! How do you actually track the value of your real estate? I have trouble tracking mine because the sell prices are often quite a bit lower than what they try to sell them for. Like in my area houses like mine are currently around 1.5M for sale but I would never know how much I really can get when selling or my net worth in that regard (after subtracting the remaining mortgage).

@SmartMoneywithKai 17 дней назад

Thanks. I look at actual sales, depending on where you life some of those real estate marketplaces often list actual sales prices in that area, for me it's apartments so I can even see in that compound per square meter and I usually take the lower end to understate, rather than overstate the value I give it.

@Liina1986 17 дней назад

Wishing you 100 million by 50

@SmartMoneywithKai 17 дней назад

Awwww, very kind of you, wouldn't mind that either 😉 Gotta get to work then 💪 Happy Monday 👋

@nebulka3353 17 дней назад

Are you using DeFi?

@SmartMoneywithKai 17 дней назад

Hi and yes a bit, Phantom Wallet & Dex Screener 😉

@nebulka3353 17 дней назад

@@SmartMoneywithKai Thank you :)

@SmartMoneywithKai 17 дней назад

@@nebulka3353 My pleasure, anytime 👋

@lawrencer25 17 дней назад

❤🎉❤❤❤❤🎉 Video on Nexo 😊

@SmartMoneywithKai 17 дней назад

Will be done, especially on getting high interest on stablecoins might be relevant given that FIAT currencies will soon be coming down further 👌

@lawrencer25 17 дней назад

❤❤Nice intresting video ❤❤

@SmartMoneywithKai 17 дней назад

Thanks a lot Lawrence 🙌

@marius3082 17 дней назад

dont switch to spy5, vusa is cheper and better

@SmartMoneywithKai 17 дней назад

Hi, actually SPY5 is cheaper than VUSA, that's why I switched to it and since they lowered their expense ratio recently, their performance was also better than VUSA, small difference, but still, I take it 😉