I MIEI INVESTIMENTI (Luglio 2024) 😫

Summary

This video script details the speaker's financial status as of July 31, 2024, reflecting a decrease in their portfolio due to market downturns. They discuss their investment strategy, including rebalancing and accumulation plans, and delve into their new venture: a Dark Kitchen in Dubai which, despite initial losses, they are committed to improving. The speaker also mentions their cryptocurrency investments, real estate delays, and a new partnership in an Italian electric vehicle charging company, Days. They conclude by highlighting their focus on fitness for an Iron Man competition, which will affect their content creation schedule.

Takeaways

• 📉 The speaker's portfolio decreased by 0.81% in July 2024, returning to a negative trend after a series of five positive months.
• 🔄 The speaker is reviewing their investments and strategies, including a rebalance of their accumulation plan to replicate the MSCI World index.
• 🍽️ They opened a 'dark kitchen' restaurant in Dubai and are sharing the first month's financial results, which are currently negative.
• 🏦 The speaker is not a financial advisor and encourages viewers to make their own considerations when moving their money.
• 📈 Despite negative short-term market performance, the speaker continues with their investment strategy, viewing dips as buying opportunities.
• 🏠 The speaker is experiencing delays in the purchase of two apartments in Lombardy, with the delivery date pushed back from April to August.
• 🤔 They are considering the low liquidity of their investments and the potential missed opportunities for higher returns.
• 🏋️‍♂️ The speaker is training intensively for an Iron Man competition, which may affect the frequency of their video uploads.
• 💡 They are considering expanding their real estate experience to Dubai, with the aim of significantly increasing their wealth.
• 📊 The speaker's liquidity has decreased to 3.5% of their portfolio, prompting them to consider rebalancing to ensure they can cover operational costs.
• 🚀 They have become a partner in an Italian company specializing in electric vehicle charging stations and electric mobility, which will be discussed in future videos.

Q & A

What was the speaker's net worth as of July 31, 2024?

The speaker's net worth as of July 31, 2024, was 98.95, with a decrease of 0.81 compared to the previous month.

What is the speaker's view on the performance of the markets in the first half of August 2024?

The speaker believes that the markets did not perform well in the first half of August 2024 and expects the situation to continue until mid-October.

What is the speaker's strategy for their investments despite the negative performance in July 2024?

The speaker continues with their strategy and views the negative performance as opportunities to buy more shares, not changing their predetermined actions.

What is the speaker's position on Alibaba, Tesla, and PayPal in their portfolio on Interactive Brokers?

The speaker's positions on Alibaba, Tesla, and PayPal remained unchanged, with the only change being the values within the portfolio due to the market's negative performance in the second half of July 2024.

What is the speaker's investment plan for the MSCI World index and the S&P 500 index?

The speaker is investing their monthly $6000 and rebalancing their portfolio to replicate the MSCI World index and the S&P 500 index, with each accounting for 25% of their investment.

What is the status of the speaker's real estate investments in Lombardy?

The speaker is waiting for the delivery of two apartments in Lombardy but has encountered further delays, with the initial expected delivery date being April but now it's early August with no positive news.

What is the speaker's new venture in Dubai involving a 'Dark Kitchen'?

The speaker has opened a 'Dark Kitchen' in Dubai, which is a restaurant that operates primarily through food aggregators like Deliveroo and Talabat, and is currently not yet at break-even.

What was the financial outcome of the speaker's 'Dark Kitchen' in Dubai for the month of July 2024?

The 'Dark Kitchen' in Dubai resulted in a loss of approximately €10,000 for the month of July 2024, with expenses amounting to around €12,000.

What is the speaker's expectation for the performance of the 'Dark Kitchen' in August and September 2024?

The speaker expects the 'Dark Kitchen' to still be in a loss in August 2024, with an expected loss of about €5000, and hopes for the first break-even month to be in September 2024.

What is the speaker's involvement with Days, an Italian company focusing on electric vehicle charging stations?

The speaker has become a partner in Days, an Italian company that produces charging stations for electric vehicles and is involved in electric mobility solutions.

What is the speaker's current liquidity situation as of July 31, 2024, and their concern regarding it?

The speaker's liquidity situation is quite low, accounting for 3.5% of their net worth, which is a decrease of 3.6% from the previous month. The speaker is concerned about this and is considering rebalancing to address the issue.