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CommentActionsFuture
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Cash AccountsDKBGirokonto€18.38234.000 €30K aside for living0
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Mietenkonto€4940 €10K from Qonto
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TomorrowMain account€151.064101.548 €106K for Real Estate41.548 €
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N26Main account-€4.2992.000 €144K sale ETFs0
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FlatexCash€2.9294.000 €4000
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Qonto (Holding company)Cash€13.06213.062 €3000
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CoindexCash return€20.905
Rough estimate - Real cash will come
0
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Grant (SageWealth)Cash€100.000100.000 €100000
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€302.536€254.610€148.548
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AssetsFlatexETFs752.000 €783.000 €632.561 €
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Real estate (paid off)Real Estate€51.27351.273 €
Also own additional from debt paid off
300000
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TedoTedo€1.000.0001.000.000 €
Sana's Share (estimate after tax)
1000000
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VC InvestmentsVC investments€40.50640.506 €40.506 €
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CryptoCoinbase€6.00018.000 €Estimate18.000 €
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Sum€1.849.779€1.892.779€1.991.068
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Total Wealth€2.152.316€2.147.389€2.139.616
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Owe to Relatives (19.09.23)€20.452
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Ammount paid off real estate 02.07.19-9.04.23€16.273,20
02.07.19-9.04.23 (-339.15 per month)
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Total Value of Real estate (on purchase)€127.500
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Tasks:
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1. Propose amount to put aside for next 12 months
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2. propose how to re-organize accounts (including pockets)
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3. Propose how much of remaning cash should be invested
(we need to sit down and have this conversation)
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4. analyse how ETF portfolio is currently allocated
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5. Use Sagewealth Portfolios as templates to compare Sana Investment
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Capacura€16.667
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Inventure Capital€14.000
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Satgana€9.840
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€40.506
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Coinbase€6.000Global€6.000
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VC investments€40.506Europe€40.506
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Tedo€1.000.000Germany
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Real Estate€51.273Germany€301.273
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178.476 €Asia178.476 €
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15.362 €Global
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21.107 €Germany
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10.565 €Global10.565 €
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107.778 €Europe
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168.127 €USA168.127 €
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119.177 €Global119.177 €
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156.216 €USA156.216 €
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