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Hello All, I’m Sully

Happy to be part of the adventure

  • Professional: manager of a company

  • My assets: holding company with CTO investment

  • SCI IS with real estate investment and CTO

  • Investment strategy: Fairly aggressive diversification

  • Goals: stop working at 52

Looking forward to exchanging and/or meeting some of you!
See you soon,

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Hello everyone, William 28 years old.

Profession: Nurse
Assets: LEP, livret A
Investment strategy: none so far
 so it’s time I take an interest in it!
Objective: grow my wealth
Finary: Google search

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Hello,

I am one year away from retirement at 67 years old,

owner of my primary residence plus savings of approximately 350,000 euros.

I have never paid attention to this money, which has been in savings accounts at 0.1% for over 10 years.

I have two goals: to invest this amount for at least 2-3 years in a safe manner, then to sell the house to buy a new property.

Any remaining amount will need to be invested to generate a higher return, even if it means taking more risk. I will have an average but sufficient pension and I plan to work occasionally until I am 70-73 years old.

I have absolutely no financial or tax training.

Have a good day

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Hello everyone,

New to Finary, I want to expand my investment knowledge.

  • Professional background: executive in the technology sector

  • My portfolio: 60% real estate, 30% ETFs, 10% in savings account

  • Investment strategy: as passive as possible.. ETFs / real estate (delegated / REIT)

  • Goals: diversify and invest my cash wisely

  • Finary: web search.

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Hello everyone,

New here, I’m looking to learn about investing

  • Pro: IT manager

  • My portfolio: 80% real estate, 20% ETF

  • Investment strategy: physical real estate + ETF

  • Goals: build wealth

  • Finary: google search

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Hello everyone,

Eamon, 22 years old. I’ve been watching Finary for quite a while and finally decided to join the community to deepen my knowledge and exchange with people who are also interested in investing.

Professional background: I work at a brokerage firm (Forex Broker).

My assets: approximately €10,000, split between cash, crypto, and my bank account.

Investment strategy: invest for the long term and progressively build a diversified portfolio.

Goal: build a solid portfolio that can be preserved and grow over the long term.

Finary: discovered on YouTube.

To give you a bit more context, I currently earn around €4,000 net per month. At 22, I’m fortunate not to have rent or major grocery expenses. I have about €400 in fixed monthly expenses, mainly for electricity, water, etc.

I’m mainly here to get your opinions on how much I could reasonably invest each month, and especially on how you would allocate this budget.

I’m quite comfortable with risk given my age and investment horizon. Obviously, the idea isn’t to do anything reckless: I prefer taking calculated risks and avoiding mistakes that could cost me dearly.

Like Mounir, I’m more of a « jack-of-all-trades. Â» I enjoy exploring different areas and have no problem with the idea of diversifying my portfolio. I’m mainly looking to understand what I’m doing before investing and to continue educating myself as much as possible.

My goal is to grow my assets as quickly as possible, but above all in a smart and sustainable way.

Last note, I don’t live in France, so I’m also open to the idea of diversifying my investments across different countries if that could be relevant.

Thanks a lot.

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Hello everyone!

My name is Alexane and I’m almost 32 years old.

  • Professional: Osteopath since 2017, I opened my second practice in 2023

  • My assets: Stocks and bonds (ETFs), crypto (mainly BTC and ETH and a bit of SOL), real estate crowdfunding, primary residence (RP), savings accounts and CEFP.

  • Investment strategy: DCA on ETFs for the most part and considering investing in commercial rental property or starting with an SCI (SociĂ©tĂ© Civile ImmobiliĂšre) for my professional premises.

  • Goals: grow my wealth and especially plan for a comfortable retirement because my current situation doesn’t look promising for retirement!

  • Finary: on instagram

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