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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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@eliasthemessias and only the Developed World in the same periods? I would say keep it simple. 70/30 and that's it👍
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@Ironman2022

1 month: +1.58 % 3 months: +3.46 % 6 months: +4.31 % Current year : +8.90 % 1 year: -2.94 % 3 years: +26.57 % (8.25 % p.a.) 5 years: +42.55 % (7.34 % p.a.) Since inception (01.01.2014): +97.55 % (7.94 % p.a.)
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@Ironman2022 whereas I am currently considering to replace the two 70/30 Vanguards with an iShares MSCI ACWI UCITS ETF (Acc) (A1JMDF) 1 month: -0.95 % 3 months: +4.15 % 6 months: +7.81 % 1 year: +2.49 % 3 years: +35.23 % (10.58 % p.a.a.) 5 years: +52.70 % (8.84 % p.a.) 10 years: +172.11 % (10.53 % p.a.) Since inception: +259.06 % (11.39 % p.a.)
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@eliasthemessias If the MSCI ACWI outperforms your 3 sectors and is even safer, then why isn't the MSCI ACWI enough for you? 😅
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@JBatelli now he is enough for me ;-) was for me rather an addition to the 70/30 Vanguards. Therefore, the exchange here has already brought me a lot of positive insights! 🤝🏼
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