9Mon
This would also be interesting to observe in other market phases, not just in a zero interest rate bull run 😅
Edit: but thanks for the preparation! So much effort must be appreciated here 🙏🏻
What I have noticed so far over the past few years is that classic value investing simply works best over long periods of time.
Edit: but thanks for the preparation! So much effort must be appreciated here 🙏🏻
What I have noticed so far over the past few years is that classic value investing simply works best over long periods of time.
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•@Gerit Since I am very concentrated in quality stocks, would you prefer to invest in an Allworld or World?
I have the idea of mainly running an ETF later on to buy shares in certain situations.
With the Allworld, I am broadly positioned but would have less return than with the World? And the Quality/Momentum/Value would be better than the World. Mhmm😂
I have the idea of mainly running an ETF later on to buy shares in certain situations.
With the Allworld, I am broadly positioned but would have less return than with the World? And the Quality/Momentum/Value would be better than the World. Mhmm😂
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@Therapeut You can't know today whether you'll make less return with the Allword 😉.
Why don't you make a factor tilt?
50% Allworld / ACWI and fill up the rest with factor ETFs.
(Quality / Momentum / Value / Size)
OR buy $GERD right away 😅
Why don't you make a factor tilt?
50% Allworld / ACWI and fill up the rest with factor ETFs.
(Quality / Momentum / Value / Size)
OR buy $GERD right away 😅
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•9Mon
@Therapeut if you invest in a very concentrated way and things are going reasonably well, you are constantly improving and can then somehow look back over 4-7 years with a decent performance, I see no benefit in an ETF.
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