Not the content you want, but the content you deserve!
How do share returns relate to economic growth?
The USA belongs in every portfolio! BUT: Country diversification is important!
A different perspective on gold and BTC - What can possibly go wrong?
There is nothing magical about dividend growth!
At what point is my portfolio diversified? - Are 30 stocks enough?
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Crypto share
between 10-30 % of all assets
50 % $BTC (+0.1%)
45 % $ETH (+0.91%)
5 % $SOL (+1.04%)
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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 (-0.01%)
------> 12.5% Inflation Linked Govt Bonds $IBCI (-0.04%)
------> 12.5 % Germany Gov Bond $X03G (+0.05%)
25 % USD
------> 12.5 % TIPS US Inflation-Linked Bonds $XTIP (-0.25%)
------> 12.5 US Treasury Bond 3-7 Year $TR7G (-0.21%)
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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 (+0.26%)
48.0 % Developed Markets Factors
-> 12.0 % Value Factor $XDEV (+0.4%)
-> 12.0 % Quality Factor $XDEQ (-0.05%)
-> 12.0 % Momentum Factor $XDEM (+0.53%)
-> 12.0 % Size factor
----> 2.75 % US Small Cap Value weighted $ZPRV (-0.15%)
----> 2.75 % US Small Cap Quality $RTWO (+0.12%)
----> 5.5 % EU Small Cap Value weighted $ZPRX (-0.19%)
----> 1.0 % Japan Small Caps $ISJP (-0.29%)
17.0 % Emerging Markets
-> 2.0 % EM AllCaps $EIMI (-0.21%)
-> 5.0 % EM Value Factor $5MVL (+0.03%)
-> 5.0 % EM Quality $PEH (-0.08%)
-> 5.0 % EM Size Factor $SPYX (-0.24%)
Performance porn 2023:
