I was finally able to meet my friend Bernhard Hummel again recently.
In case you’re hearing about him for the first time, he’s an experienced investor with a significantly larger investment portfolio than me. To give you an idea, he had a total of 230.000€ invested in P2P lending (30% of his portfolio) until March 2020, when the pandemic hit.
As the stock market crashed, he saw an opportunity to buy at a discount. As a result, his portfolio allocation changed since then.
Here are some of the things we discussed in the video we recorded together:
- His best investments in 2020
- How he took advantage of stock market opportunities
- His asset allocation in 2021
- Why he’s currently increasing his investments in P2P lending again
- Why he prefers single stocks over ETFs
I hope you like it!