WisdomTree Physical Gold Daily Hedged Forum

Hello, after trying out individual stocks again and again, I have now done what everyone advises but nobody does when looking at the portfolios ;)

All individual positions sold, the All World remains the basis with 70% portfolio value.

20% of my savings rate will go into Bitcoin (no other cryptos) and from next week I also want to slowly build up 10% gold.

So in the end 70-20-10 with FTSE All World-Bitcoin-Gold.

The cash balance currently makes up more than half of the assets, but from €25,000 (emergency savings) it will no longer be expanded or only filled with money that comes in unplanned (bonuses, interest on call money). Once a little more has been accumulated, this is invested in the event of potential declines via a one-off purchase until the €25,000 is reached again. In the same proportion as the savings rate, of course.

The aim is to build up long-term assets for the next few decades.

Are there any suggestions for improvement?

$GBSE (-0.69%) I would have chosen gold, as it is tradable on TR. Do you think that's okay?

Month change: GTAA strategy update

October went less well than expected in the equity markets, so the Nasdaq 100 and Emerging Markets Smallcaps held for the month also lost. However, interim selling kept the loss at -1.3%.

A new addition to the GTAA portfolio is the currency pair LongUSD-ShortJPY (SJPY). A currency asset was still missing and in backtests it has been shown that this provides a more consistent performance in the long term. In addition, there are further optimizations in the model rules.

The new allocation for 11/23:

67% Gold

33% SJPY

At this point, once again to explain the performance of the GTAA model, because there seems to be a lot of misunderstanding about it. It is not about generating above average profits in every market phase! It is not a magic system, but only a trend-following multi-asset ETF model (for concept see my profile). The long-term outperformance results mainly from participating in bull markets and avoiding bear markets. The model has difficulties only in ambiguous markets like this year.

Finally, a question for you: I would like to start a model with 3xleverage ETFs and bitcoin on 11/1 in addition to the current GTAA model (starting amount: 3k), a turbo GTAA so to speak. Are you interested in following this model here on getquin?

And in general: is there actually still any interest in the monthly report on the GTAA strategy?

Yes: Thumbs up

No: SOS

Thanks a lot and good luck to all of you!

GTAA: regrouping at the turn of the month.

Sell: EMU Smallcaps (-2.0%)

Buy: Gold (USD)

GTAA allocation current:

40% Gold

17.5% Nasdaq100 (target: 40%)

17.5% Bitcoin (target: 20%)

25% Cash (for post-buy Nasdaq100, Bitcoin)

Note on buying gold: I have now included this asset in my GTAA model despite an already high proportion of gold in my overall portfolio, as this significantly improves the long-term return-risk ratios. And that's what matters, isn't it?

GTAA is a process, not an outcome.