Elias (@eliasthemessias) on getquin

8Mon·

Hello dear community,

What do you think about the following investment strategy?

In essence a 70/30 strategy with some proven industry satellites around.

I am in my late 20s and would like to invest a larger sum according to the key as well as a monthly savings plan of 2k+ EUR (in the savings plan no gold, but more play money for individual stocks).

I am not interested in dividends, my investment horizon is 20+ years, risk affinity is not too high. I already have a stock portfolio but it costs me quite a bit of time and is always emotionally present. With a larger ETF portfolio I would like to bring a little peace in.

I would be interested to know what you think or what you would do differently.

#strategie
#portfoliostrategie
#anlagestrategie
#aufteilung
#etfs
#etf
#community
#personalstrategy
#portfoliofeedback
#etfanalyse
#etffeedback

25 Comments

Beat The Bank@randomdude

8Mon

No dividend focus - that's already very good! But I have 2 thoughts/questions: What do you hope for from the sector ETFs? And if you say yourself that your risk affinity is not that high - is 15% gold enough?

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Johnny B.@JBatelli

8Mon

Instead of the 70-30 Vanguard ETFs, I would simply get an All Country or All World ETF. Then you have automatic rebalancing and very likely a better performance.

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DerDanner@Therapeut

8Mon

Would be too much work for me personally but can be done👍

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giraffinvesting@giraffidae

8Mon

Relaxed savings plan amount🤝

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Stuttgarter81@Moneymoney

8Mon

I find a world AG of 6 ETFs even more forecast-free than defensive sector ETFs. ...depending on the size of the portfolio, I would add other assets. Short and long term government bonds. I also like the new ibonds from ishares (corporate bonds), gold/silver and real estate. ...but your way I also like 😊 many greetings and continued success 🍀👍🏻

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Rmann@Epi

8Mon

I think the portfolio is ok. It is a defensive one for uncertain times and should yield about 5-6%pa. One consideration: the three defensive sector ETFs are likely to be highly correlated, i.e. splitting them into 3 won't do you much good. I would rather add a part of the portfolio with uncorrelated assets, e.g. CMCI ETF or with an uncorrelated strategy, e.g. GD200 strategy. This should then bring even more peace into the portfolio.

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Das Portfoliopferd@Portfoliopferd

8Mon

Without the satellites quite horny

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Elias@eliasthemessias

8Mon

Here are the return figures for the 3 satellites: 1 month: +0.12% 3 months: +2.97% 6 months: +4.26% Current year: +7.56% 1 year: -3.30% 3 years: +27.56% (8.49% p.a.) 5 years: +56.48% (9.36% p.a.) Since inception (01.01.2013): +235.47% (12.04% p.a.)

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Marcel@AktienGaertner

8Mon

Looks good, I would start with it if your gut goes with it too.

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