Case study
Julian - Turning severance into €15k+ in returns
The result
Investment return
€15,123
- Invested
- €55,000
- Return
- +27.5%
- Timeframe
- 12 months
Turned severance package of €55,000 into €70,123 within one year (27.5% return).
In 12 months, Julian's €55,000 generated €15,123 in returns (+27.5%). Current portfolio value: ~€70,000. His severance didn't sit in a zero-interest account losing value to inflation. It went to work immediately and gave him financial breathing room while figuring out his next career move.
The problem
Julian had been working for a tech company in Germany when he was suddenly made redundant. He was lucky enough to receive a solid severance package and had additional savings on hand. The question: what do you do with a lump sum when your income just disappeared and you need to make smart decisions fast?
Solution
First, we helped Julian navigate the severance negotiation itself, advising on what package he could realistically attain. Once the severance was secured, we invested €55,000 into a globally diversified ETF portfolio, spread across multiple regions and asset classes to balance growth with resilience.
| Fund |
|---|
| Invesco MSCI USA UCITS ETF |
| iShares MSCI Emerging Markets |
| Vanguard European Stock Index |
| Vanguard Global Small-Cap Index |
| Global Ultra Short Fixed Income |
| Vanguard Japan Stock Index |
| iShares MSCI Canada UCITS ETF |
| Vanguard Pacific ex-Japan Stock |
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