1Mon·

What do you think about my investment portfolio?

I started investing in 2021, only ETFs, what do you think about the composition?

Furthermore, starting from February 2025 I have activated an automatic accumulation plan balanced in this way: 57% $CSPX (+0.41%) , 20% $IWDA (+0.38%) , 10% $COMM (+0.5%) , 10% $AGGU (+0%) and 3% $BTC (-0.2%)

29Positions

18.08%

4 Comments

Nikola@value_seeker_311

1Mon

It has some 20 positions more than necessary...

•

Simone@Simonesfi

1Mon

@value_seeker_311 Absolutely, the first 9 make up more than 70% 🤣

••

cagnone@Cagnone

1Mon

Hi Simone :) an extra 21% over 3 years is not that much (although it depends on various factors, if you made a big income and then a pac etc etc).
However I would say take a look at Meb Faber's trinity portfolio. It is a 50% permanent portfolio and 50% driven by momentum logic. It is a semi-active management that I really like
I'll leave you a link
https://allocatesmartly.com/meb-fabers-trinity-portfolio-lite/

Since the beginning of the year I have a 4.5% plus

•

Simone@Simonesfi

1Mon

@Cagnone thank you very much, I will take it into consideration 💪🏻

••