7Lun·

Not the content you want, but the content you deserve!


How do share returns relate to economic growth?

https://getqu.in/Ii4nBx/


The USA belongs in every portfolio! BUT: Country diversification is important!

https://getqu.in/NXy7mT/


A different perspective on gold and BTC - What can possibly go wrong?

https://getqu.in/BSxcSb/


There is nothing magical about dividend growth!

https://getqu.in/wL4sOf/


At what point is my portfolio diversified? - Are 30 stocks enough?

https://getqu.in/TdfxBy/


--------------------------------------------------------------------

Crypto share

between 10-30 % of all assets


50 % $BTC (-0,37 %)

45 % $ETH (-0,81 %)

5 % $SOL


--------------------------------------------------------------------

Equity / bond share

Multifactor portfolio with cash / bond reserve for countercyclical purchases.

--------------------------------------------------------------------


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 (-0,02 %)

------> 12.5% Inflation Linked Govt Bonds $IBCI (-0,42 %)

------> 12.5 % Germany Gov Bond $X03G (-0,34 %)

25 % USD

------> 12.5 % TIPS US Inflation-Linked Bonds $XTIP (+0,16 %)

------> 12.5 US Treasury Bond 3-7 Year $TR7G (+0,23 %)

--------------------------------------------------------------------


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 (-0,56 %)

48.0 % Developed Markets Factors

-> 12.0 % Value Factor $XDEV (-1,25 %)

-> 12.0 % Quality Factor $XDEQ (-0,12 %)

-> 12.0 % Momentum Factor $XDEM (-0,33 %)

-> 12.0 % Size factor

----> 2.75 % US Small Cap Value weighted $ZPRV (-1,46 %)

----> 2.75 % US Small Cap Quality $RTWO (-0,86 %)

----> 5.5 % EU Small Cap Value weighted $ZPRX (-1,56 %)

----> 1.0 % Japan Small Caps $ISJP (-0,61 %)

17.0 % Emerging Markets

-> 2.0 % EM AllCaps $EIMI (-1,85 %)

-> 5.0 % EM Value Factor $5MVL (-1,44 %)

-> 5.0 % EM Quality $PEH (-1,92 %)

-> 5.0 % EM Size Factor $SPYX (-1,5 %)


Performance porn 2023:

https://getqu.in/BY7tzt/

attachment
22
15 Comentarios

Imagen de perfil
If I'm wondering whether I'm on the right or left side of the maximum, I'm probably on the left, right? 😢 At least I have a few shares (which, as it should be, are performing worse together than the etf)
3
Imagen de perfil
If I crack my first 100k, I will adjust my portfolio in exactly the same way 👋
1
Ver todas las 4 respuestas adicionales
Imagen de perfil
@PowerWordChill How roughly does your reallocation depend on the ATH?
1
Ver todas las 2 respuestas adicionales
Imagen de perfil
You stole it from Reddit :D
Mostrar respuesta
Imagen de perfil
Is it possible to run this portfolio against another portfolio for the last 10 years?
Ver todas las 3 respuestas adicionales
Únase a la conversación