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1Semana
@Bein-Godik Thank you !
And are you doing well with the strategy?
Do you mean you divide the dividends between the 3 positions?
And are you doing well with the strategy?
Do you mean you divide the dividends between the 3 positions?
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1Semana
@alschaeub The strategy yields around 10% per year. You can easily test this here with a backtest in a new portfolio. The dips are significantly reduced, which is what you want to achieve. The reduced risk comes at the price of lower returns.
If the 60/25/15 ratio has changed significantly, you should rebalance in order to restore the ratio. This should be done once a year and, if possible, through additional purchases using the dividend
If the 60/25/15 ratio has changed significantly, you should rebalance in order to restore the ratio. This should be done once a year and, if possible, through additional purchases using the dividend
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1Semana
@Bein-Godik okay sounds good, but 10% a year is a lot
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1Semana
@alschaeub Of course, this is also driven by the good performance of gold in recent years. Gold is actually here to dampen the setbacks
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@Bein-Godik why corporate bonds? to diversity would be better go with government bond. to drop one more transaction one could buy vanguard lifestrategy and gold
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1Semana
@giolarochelle993 I prefer to determine the time of rebalancing myself. Fixed dates are bad as I don't rebalance in phases of rising shares.
Which government bond do you recommend?
Which government bond do you recommend?
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@Bein-Godik there are many, split between euro and us and with short and long duration.
There are even mixed etf abailable (global bonds)
There are even mixed etf abailable (global bonds)
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