So first of all, thank you for this post. I've been waiting for this for the past few days. I definitely have to thank you again, we've written so much in the past few days. Every time I've written a new comment, even the app has crashed every time. I do not have so much idea in general, but you could give me a lot of input, so thank you again. In this sense, I also believe that I do not want to take over the complete system. I have decided for me first of all the focus on GTAA with asset differentiation. therein I have already looked at a few me.
•
11
•
1Yr
@willemkly Gladly. I think it's good how you're slowly working your way up to GTAA. The fact that you first choose the simpler variant should be a wise decision. It is a combination of the classic world portfolio with the security of the GD200 strategy. Whether you do Top1 or simply apply the strategy to the positions, you can consider. It is probably also a tax question and one of the portfolio size. The smaller, the more likely Top1, but consider the psychological factor in the implementation. You have to be able to cope with a drawdown of almost 30% or a return of 0 for 5 years.
•
11
•@Epi @Epi as an example now. Vanguard All World (does not belong now to a specific etf the I observe but times as a theoretical example) SMA200: 95.12€ Current price: 95.33€ so seen broken through at the end of the month Momentum: 1 month: 1.70% 3 months: -0.08% 6 months: 3.59% YTD: 4.07% So how would you assess this situation now?
••
@willemkly added up, the momentum would be 9.28% in total and my call money gives me 4% so it would be to invest according to the approach or have I done something wrong?
••
1Yr
@willemkly What are your rules?
••
@Epi well I have first so take over if just the 200 day line is broken at the end of the month and just the total momentum is above that of my call money account or am I forgetting something?
••
••
1Yr
@willemkly Depends on which model you have taken. For GD200 model, GD200 is enough. For Dual Momentum you need the total momentum, but then it is not enough as a reason to buy.
••
@Epi i mean the overall momentum
••
@Epi but the momentum would be above that of the cash, as it says with you there
••
@willemkly
1/3/6 months + YTD seems to me personally to make little sense...rather 1/3/6 + 12 months
1/3/6 months + YTD seems to me personally to make little sense...rather 1/3/6 + 12 months
••