4Mon·

Good evening,


I currently have the $ISAC (+1.13%) and the $500 (+0.9%) in my portfolio. I'm thinking about selling the $500 and putting it into the $ISAC (+1.13%) because it has the highest weighting of the same stocks anyway. That way I can reduce my USA share. The investment case for the S&P 500 was the strong US economy, which is now weakening a little. I would take the performance of the big players $ISAC (+1.13%) also take with me.


What is your opinion?

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It depends.
If the US weakens, this is a great time to collect low prices if you want to hold longer anyway.

The All World ACWI may currently have the same values as the S&P500, but if the US weakens but the rest of the world doesn't, then things may look very different in a few years' time.
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Personally, I continue to see the USA as the strongest force in the long term, but everyone as they feel safe :). There is no right or wrong. It's just a bet as to whether the USA will still be delivering in x years' time.
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Is the US stock market weakening?
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No signs of a weakening US economy whatsoever. SP500 ois for the long term, if you invest on a 2-5 years vision, decisions are different and I couldn’t really tell
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