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2026-04-05

Portfolio Report – Week 14, 2026

Finally a bit of action again: I added ~100 € to Bitcoin (0.0017 BTC) – first manual buy after a quiet streak. Last week had zero buys, so this stands out more than it should 😄

On the savings plan side, things got busy: +8 new positions (including Iberdrola, Banco Santander, Hercules Capital) and 1 removal (Waste Management). Also tweaked allocations quite a bit — cut FTSE India and Amazon by 50%, while tripling TSMC.

Total savings plans now at 112 (vs 105 last week, 88 last year), investing 489 € automatically every week. Average plan size still small at ~4.37 €, but that’s kind of the point.

Overall invested jumped to ~589 € vs 462 € last week — mostly driven by the Bitcoin buy + expanded plan base. Quiet weeks are over, at least for now.

This report was generated from real portfolio data with the help of openwealthlab-pipeline.

Diese Woche endlich wieder ein manueller Kauf: knapp 100 € in Bitcoin (0,0017 BTC). Nach der kompletten Funkstille letzte Woche wirkt das fast größer, als es ist 😄

Bei den Sparplänen ging’s dafür richtig rund: +8 neue Positionen (u. a. Iberdrola, Banco Santander, Hercules Capital) und Waste Management rausgeworfen. Dazu einige Anpassungen – FTSE India und Amazon halbiert, TSMC dagegen deutlich aufgestockt.

Insgesamt jetzt 112 Sparpläne (letzte Woche 105, vor einem Jahr 88) mit 489 € wöchentlichem Investment. Durchschnitt bleibt klein bei ~4,37 €, aber genau das ist die Strategie.

Gesamtinvest diese Woche bei ~589 € vs. 462 € letzte Woche – getrieben durch den Bitcoin-Kauf und mehr Sparpläne. Nach ruhigen Wochen wieder etwas mehr Bewegung im Depot.

Dieser Bericht wurde aus echten Portfoliodaten mithilfe der openwealthlab-pipeline erstellt.

Total Invest
€588.96
SP Invest
€489.00
Buy Invest
€99.96
Sell Volume
€0.00
Savings Plans
112
Sells
0

Period Comparison

vs. Previous WeekTotal Invest: +126.96 (+27%)Savings Plans: +7 (+7%)Sold: ±0
vs. Same CW Last YearTotal Invest: +182.90 (+45%)Savings Plans: +24 (+27%)Sold: ±0
vs. Half Year AgoTotal Invest: -381.10 (-39%)Savings Plans: +14 (+14%)Sold: -976.88 (-100%)

Changes vs. Previous Week

NameTickerOldNew
NEWIberdrolaIBE–7.00 €
NEWDino PolskaDNP–3.00 €
NEWBanco SantanderBSD2–7.00 €
NEWKrukKRU–7.00 €
NEWGE VernovaGEV–2.00 €
NEWVertivVRT–2.00 €
NEWConstellation EnergyCEG–2.00 €
NEWHercules CapitalHTGC–7.00 €
REMOVEDWaste ManagementWM3.00 €–
CHANGEDFTSE India USD (Acc)FLXI16.00 €8.00 €
CHANGEDNovartisNVSEF2.00 €3.00 €
CHANGEDBank of AmericaBAC2.00 €3.00 €
CHANGEDAmazon.comAMZN10.00 €5.00 €
CHANGEDTSMC (ADR)TSM2.00 €6.00 €

Savings Plan Statistics

ClassCountMinMaxMedianAvgTotal
Fund113.00 €25.00 €9.00 €12.18 €134.00 €
Stock1011.00 €10.00 €3.00 €3.51 €355.00 €
All1121.00 €25.00 €3.00 €4.37 €489.00 €

Transactions (113)

DateTypeNameTickerSharesPriceAmountFee
2026-04-02BUYBitcoin—0.001757,878.4399.96 €1.00 €
2026-04-02SPDAX EUR (Dist)XDDA1.962710.1920.00 €0.00 €
2026-04-02SPKoneKNEBV0.018354.761.00 €0.00 €
2026-04-02SPPrime Europe EUR (Dist)PR1E0.569933.3419.00 €0.00 €
2026-04-02SPPalfingerPAL0.058933.952.00 €0.00 €
2026-04-02SPHöegh AutolinersHAUTO0.079612.571.00 €0.00 €
2026-04-02SPGlobal Quality Dividends USD (Dist)LDGL2.47418.8922.00 €0.00 €
2026-04-02SPSamsung (GDR)SSU0.00042,570.001.00 €0.00 €
2026-04-02SPTernaTRN0.20089.962.00 €0.00 €
2026-04-02SPIberdrolaIBE0.348320.107.00 €0.00 €
2026-04-02SPToyota Motor72030.055917.871.00 €0.00 €
2026-04-02SPANTA Sports20200.33578.943.00 €0.00 €
2026-04-02SPVINCIDG0.0153130.852.00 €0.00 €
2026-04-02SPOrstedORSTED0.096220.802.00 €0.00 €
2026-04-02SPMünchener RückMUV20.0092541.605.00 €0.00 €
2026-04-02SPSiemensSIE0.0477209.8510.00 €0.00 €
2026-04-02SPFanuc69540.167129.935.00 €0.00 €
2026-04-02SPNasdaq-100 Swap USD (Dist)EQQD0.096861.986.00 €0.00 €
2026-04-02SPDino PolskaDNP0.387.893.00 €0.00 €
2026-04-02SPOMVOMV0.079962.555.00 €0.00 €
Data collected & generated by openwealthlab-pipeline

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