6Lun
Outperforming in rising markets with Riskon stocks is not bad. What I always find more interesting is whether the strategy can hold the gains when things go down again.
I've seen a few people who have thrown everything in during boom phases and lost everything in the next crash. In my opinion, avoiding this is more important than outperformance in a boom.
I've seen a few people who have thrown everything in during boom phases and lost everything in the next crash. In my opinion, avoiding this is more important than outperformance in a boom.
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@Epi absolutely! And I also have to admit that my portfolio clearly underperformed the broad market in 2022 and, as you know, it wasn't good in 2022 either 😂
On average over the last few years, however, I am ahead of the MSCI World (whether it justifies the effort compared to a pure individual investment in an ETF is another question, but here the "hobby" simply plays a role again).
And there are certainly some portfolios that perform better on a risk-adjusted basis than mine. In other words, similar returns with lower fluctuations. However, I personally do not define fluctuations as a risk and therefore I am well aware of a higher vola or I don't "care" about it
As long as the portfolio ends up at or above the MSCI World, I'm happy.
In order not to give up all profits completely, a broad, diversified foundation is also important to me. I cover this with a few classics such as Procter & Gamble, Johnson & Johnson, MSCI World ETF or other pharmaceutical and consumer staples stocks.
On average over the last few years, however, I am ahead of the MSCI World (whether it justifies the effort compared to a pure individual investment in an ETF is another question, but here the "hobby" simply plays a role again).
And there are certainly some portfolios that perform better on a risk-adjusted basis than mine. In other words, similar returns with lower fluctuations. However, I personally do not define fluctuations as a risk and therefore I am well aware of a higher vola or I don't "care" about it
As long as the portfolio ends up at or above the MSCI World, I'm happy.
In order not to give up all profits completely, a broad, diversified foundation is also important to me. I cover this with a few classics such as Procter & Gamble, Johnson & Johnson, MSCI World ETF or other pharmaceutical and consumer staples stocks.
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