1Yr·

So invest friends, pants down, time for another balance sheet!

Who of you is also betting on a
long-term (>10 years) Buy&Hold
- strategy with globally diversified ETFs,

and who has invested in the last 12 months (1Y) a higher #rendite
price increase of more than 20%? in the last 12 months?

I am very curious about your #performance (and portfolio composition) very curious !

20 Comments

Sparfuchs@Reinecke

1Yr

Track long-term investments to the second... 🤦🏻

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Alex@AlexBloch

1Yr

@Reinecke This is about 1 year as an interim result. Maybe I'll ask separately about the 5 or 10-year performance, but Getquin hasn't even been around that long yet... ;-)

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Staatsmann@Staatsmann

1Yr

@AlexBloch But as long as there are some portfolios, you can also record them this way 😉

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Staatsmann@Staatsmann

1Yr

Primarily buy & hold and not 20% on a one-year view.

But alltime on average a little over 11% every year.

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Poppinger91@Poppinger91

1Yr

$IWDA $RBOT $EIMI running. 1-year performance ~21%🚀

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Michael@Wellenreiter

1Yr

You know the answer. ~25% with an MSCI World and ~39% with the Nasdaq100. What is your question now?

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Alex@AlexBloch

1Yr

@Wellenreiter 25% ?? The $IWDA has gained approx. 18% in 1 year!
I'd like to know who has outperformed it with a more complex ETF portfolio like mine with 5-6 regional and small caps ETFs... ;-)

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Michael@Wellenreiter

1Yr

@AlexBloch the NASDAQ has outperformed it, as it has in 90% of the years. My annual view spits out 25% for me

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Alex@AlexBloch

1Yr

@Wellenreiter If you only include the NASDAQ in your portfolio and bet everything on it, you are missing the precondition for my question (= globally diversified portfolio with several thousand different stock companies).
And the NASDAQ has extremely high fluctuations. You have to be able to withstand that with a few hundred thousand assets... So nothing for a quiet buy & hold ;-)

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Michael@Wellenreiter

1Yr

@AlexBloch Very quiet buy & hold. I bought it 5 years ago or so. Btw. the World and Nasdaq at the same time. Performance difference ~20%. As you describe yourself, these fluctuations are of no interest with a long investment horizon😅 In contrast, performance is significantly better. I think you should define your buy & hold differently. As an aside, hopefully you are aware of the high US share in the world in relation to the global diversification at $IWDA 😉

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Alex@AlexBloch

1Yr

@Wellenreiter Yes, that's why the USA only accounts for 45% of my portfolio.
Regarding fluctuations in the NASDAQ: It depends on how each individual is able to cope with them or sit it out patiently. Having to watch drawdowns of up to €100,000 when you only have 10 years until retirement, for example, is not easy for everyone.

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Waldemar@Wowa83

1Yr

I invest for the long term. Broadly diversified with all sorts of stuff. I don't have a 20% price increase over 1 year.

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René@Booz

1Yr

20.42% with $WLD over 1 year. But it's "only" a synthetic MSCI World.
In the long term, I honestly don't care about the annual return, I've just checked it again for a long time

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FamilyFinance@FamilyFinance

1Yr

22.4% on an annualized basis, 10.5% annualized over 5 years.

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Pascal@Pacco93

1Yr

Someone is bored again 😂

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Alex@AlexBloch

1Yr

@Pacco93 Nope, someone is just looking for tips to further optimize his world portfolio...

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Deleted User

1Yr

Comment was deleted

Alex@AlexBloch

1Yr

@Burner Unclear ? Just look at your portfolio chart on a 1-year view. But if I interpret your profile correctly, you don't have much to do with buy&hold anyway ;-)

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Deleted User

1Yr

Comment was deleted

Alex@AlexBloch

1Yr

@Burner Then we are both still suffering a bit from the EM IMI... Well, at some point the EM will also come back in the wake of the industrialized countries after Corona...

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