7Mon·

Not the content you want, but the content you deserve!


How do share returns relate to economic growth?

https://getqu.in/Ii4nBx/


The USA belongs in every portfolio! BUT: Country diversification is important!

https://getqu.in/NXy7mT/


A different perspective on gold and BTC - What can possibly go wrong?

https://getqu.in/BSxcSb/


There is nothing magical about dividend growth!

https://getqu.in/wL4sOf/


At what point is my portfolio diversified? - Are 30 stocks enough?

https://getqu.in/TdfxBy/


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Crypto share

between 10-30 % of all assets


50 % $BTC (-0.48%)

45 % $ETH (-1.06%)

5 % $SOL


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Equity / bond share

Multifactor portfolio with cash / bond reserve for countercyclical purchases.

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Target allocation bonds / cash:

20% - 0% of the total portfolio, depending on the distance from the last ATH


75% EUR

------> 50% cash + overnight ETF $CSH2 (-0.02%)

------> 12.5% Inflation Linked Govt Bonds $IBCI (-0.42%)

------> 12.5 % Germany Gov Bond $X03G (-0.34%)

25 % USD

------> 12.5 % TIPS US Inflation-Linked Bonds $XTIP (+0.16%)

------> 12.5 US Treasury Bond 3-7 Year $TR7G (+0.23%)

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Target allocation equities:

80-100% of total portfolio, depending on distance from last ATH


35.0% World AllCaps Market capitalization weighted

-> 35 % Developed + Emerging Markets $SPYI (-0.56%)

48.0 % Developed Markets Factors

-> 12.0 % Value Factor $XDEV (-1.25%)

-> 12.0 % Quality Factor $XDEQ (-0.12%)

-> 12.0 % Momentum Factor $XDEM (-0.33%)

-> 12.0 % Size factor

----> 2.75 % US Small Cap Value weighted $ZPRV (-1.46%)

----> 2.75 % US Small Cap Quality $RTWO (-0.86%)

----> 5.5 % EU Small Cap Value weighted $ZPRX (-1.56%)

----> 1.0 % Japan Small Caps $ISJP (-0.61%)

17.0 % Emerging Markets

-> 2.0 % EM AllCaps $EIMI (-1.85%)

-> 5.0 % EM Value Factor $5MVL (-1.44%)

-> 5.0 % EM Quality $PEH (-1.92%)

-> 5.0 % EM Size Factor $SPYX (-1.5%)


Performance porn 2023:

https://getqu.in/BY7tzt/

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15 Comments

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If I'm wondering whether I'm on the right or left side of the maximum, I'm probably on the left, right? 😢 At least I have a few shares (which, as it should be, are performing worse together than the etf)
3
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If I crack my first 100k, I will adjust my portfolio in exactly the same way 👋
1
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@PowerWordChill How roughly does your reallocation depend on the ATH?
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You stole it from Reddit :D
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Is it possible to run this portfolio against another portfolio for the last 10 years?
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