My portfolio
Illustrative example — 14 months after investing
Invested
€30,000
Your original amount
Current value
€32,640
+€2,640
Return so far
+9%
In 14 months
On track?
✓ Yes
Target: 6–9%/yr
Portfolio value over time (€)
Holdings breakdown
Equity ETF
45% · €13,500
€14,850
+€1,350 (10%)
Bond fund
35% · €10,500
€10,878
+€378 (4%)
Gold ETF
13% · €3,900
€4,290
+€390 (10%)
Cash reserve
7% · €2,100
€2,100
+€0 (0%)
How are you feeling about your portfolio today?
Your review calendar
Checking your portfolio too often causes anxiety and bad decisions. Here is the right rhythm.
Every 3 months
Quick health check
Log in, glance at the total value. Is it roughly on track? If yes, close the app. Takes 2 minutes.
Once a year
Annual review
Check the split between your funds. Has one grown much larger? Consider rebalancing.
Every 3–5 years
Life review
Has your situation changed — retirement approaching, new tax residency? Revisit your strategy.
Only if needed
Crisis response
If global markets drop 30%+ or your finances change drastically. Pause 48 hours before acting.
When to act vs when to stay calm
Act: rebalance once a year
If one fund has grown to 60%+ of your portfolio, sell a little and buy more of the others.
Act: broker contact changes
If you receive an official letter about your broker being acquired — verify it, then follow instructions.
Wait: short-term dip (under 15%)
Normal market movement. Check again in 3 months.
Wait: scary news headlines
Media amplifies fear. Market drops caused by news almost always recover.
Stop: someone asks you to move funds
If anyone asks you to transfer urgently, it is fraud. Call your broker's official number.
Stop: "better opportunity" cold calls
Unsolicited calls offering higher returns are almost always scams. Hang up immediately.
The portfolio values shown on this page are illustrative examples only — not your real investments. To track your actual portfolio, log into your broker's platform directly. Strean does not connect to any brokerage account.
This is educational information, not financial advice. Past returns do not guarantee future results.