TaxesAreTheft · 2024-12-05T13:06:28.654446Z

Mein ETF Portfolio Erst diesen Monat fertig aufgesetzt, deshalb sind die Gewinne und Verluste vllt etwas komisch. $IUIT $DFEN Der Information Tech ETF dient dazu möglichst fokussiert in die ganzen Compounder zu investieren, die equal weight Variante würde ich generell vorziehen, gibt es nur leider noch nicht bei uns in Europa so weit ich weiß. Der VanEck ETF soll das Portfolio etwas vor Geopolitischen Risiken schützen, zudem sind die Unternehmen recht interessant und haben alle samt indirekt oder direkt den Staat als großen Kunden, was mMn als Beimischung sehr gut ist. Weighting lagt zu begin bei round about 55% und wird rebalanced sobald die equities das 80-85% threshold überschreiten. Somit erhoffe ich möglichst viel upside mit zu nehmen und den equity Bereich auch weitesgehend ungehindert compounden zu lassen. $IGLN Das 22% weighting orientiert sich an dem Post vom lieben @Epi bezüglich Gold. $DTLA $IDTP $IBTA Die Kombination an Anleihen soll ähnlich wie Gold etwas Volatilität heraus nehmen und eine Alternative Cash position darstellen. Ich überlege aber die 1-3 year t bonds eventl gegen BTC auszutauschen.

@TaxesAreTheft

1Mon·

My ETF portfolio

Only completed this month, so the gains and losses are perhaps a little strange.

$IUIT (+1.8%)

$DFEN (+1.25%)

The Information Tech ETF serves to invest as focused as possible in all the compounders, I would generally prefer the equal weight variant, but unfortunately it is not yet available in Europe as far as I know. The VanEck ETF is intended to protect the portfolio somewhat from geopolitical risks, and the companies are also quite interesting and all have the state as a major customer, either directly or indirectly, which I think is a very good addition. Weighting is around 55% at the beginning and will be rebalanced as soon as the equities exceed the 80-85% threshold. In this way, I hope to take as much upside as possible and leave the equity area largely unhindered.

$IGLN (+0.14%)

The 22% weighting is based on the post from dear @Epi regarding gold.

$DTLA (+1.84%)

$IDTP (+0.6%)

$IBTA (+0%)

Like gold, the combination of bonds is intended to take out some volatility and provide an alternative cash position. However, I am considering possibly exchanging the 1-3 year bonds for BTC.

7 Comments

Rmann@Epi

1Mon

Looks good! Finally a decently diversified portfolio. But it's true, BTC is missing. Under certain conditions, BTC can even reduce the risk in the portfolio.

•

TaxesAreTheft@TaxesAreTheft

1Mon

@Epi will probably adjust the savings plan next month. The 1-3 bonds are pretty much in line with the combination of TIPS and gold.

••

Rmann@Epi

1Mon

@TaxesAreTheft Yes, you can also exchange the KurzLäufer for BTC if you don't yet have BTC but already have a cash reserve.

A little tip: Be aware of the currency fluctuations in US bonds. If the USD crashes 50%, you have a problem. There are also currency-hedged versions of all US bond ETFs. You may also want to diversify here...

•

TaxesAreTheft@TaxesAreTheft

1Mon

@Epi o yes, you're right, I made a little mistake there

•

TaxesAreTheft@TaxesAreTheft

1Mon

@Epi unfortunately, the acc is not available with hedge at scalable, at the moment there is still so little money in the portfolio that the risk is acceptable in this respect. as soon as there is more money in it, i will go to dist and hedged, then it will also be worthwhile.

•

KingC@RaphGM

1Mon

$WEBA thank me later 😌

••

TaxesAreTheft@TaxesAreTheft

1Mon

@RaphGM I know about this one and it’s not what I was looking for. I exclusively want information technology. Thanks tho

•