Jarvan (@profit_mogul_522) on getquin

Jarvan IV

@profit_mogul_522

2Mon·

Hi everyone !

I plan on investing EUR 1,500 per month (15+ years horizon) into these 9 ETFs and keeping the same allocation in %:

25% $CSPX (+0.32%)
15% $LU0908500753 (-0.76%)
14% $VHYG (+0.09%)
14% $JPHE (-0.43%)
10% $IGLN (-0.91%)
9% $EMXC
4.5% $CSUKX (-0.61%)
4% $XDWM (+0.32%)
4% $XDWH (+0.05%)

the AI analysis says it is well diversified but some human input would be much appreciated!

thanks in advance for any input 🙏

9Positions

3.24%

6 Comments

beardonfire@beardonfire

2Mon

It doesn’t show the % allocation. Another thing why just not invest in 1 like $SPYI?

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Uwe@SchlaubiSchlumpf

2Mon

I would throw out the high div, the last 3 too, scale the rest up accordingly and then throw it into a backtest.
The Japan share is already quite high. But if you like it... that's just my view of things. You can also throw this combination into a backtest for comparison (if they are possible far enough back) and compare the results. (Attention: the period under consideration should be the same), less than 15 years makes little sense) could therefore be difficult in your case.

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