WisdomTree Physical Swiss Gold Foro | DE000A1DCTL3

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Fondos de inversión cotizados (ETFs)
WisdomTree Physical Swiss Gold

2Lun·

Comentarios sobre la cartera de inversiones

What do you think of this portfolio?

As I made a lot of mistakes in the beginning as a beginner and tried things out, I've now decided that I want to keep it that way in the long term.

❌and I run all things via a savings plan, which I adjust each month depending on my financial situation, a little more one month and a little less the next, depending on how much I have❌.

I have now diversified worldwide with the $IWDA (-0,18 %) but of course not forgetting the emerging markets $EIMI (+0,27 %)

but for a few dividends that I want to use to invest purely and a little more Europe, I have the $VDEV (-0,18 %)

I also have a few stocks that I want to hold for life, which I will never sell, such as $KO (-0,09 %) and $ALV (-0,09 %) and $V (-0,15 %)

and a few more stocks like Telekom PepsiCo main Street and a few extra dividends for the pure investing $O (-0,09 %)

In the future I would also like to invest a little with Japan, which will now be included in the savings plan next month $8001 (-0,64 %)

I would like to keep it that way for the next few years and not change anything in particular I think I would do quite well with it in the long run in my opinion

I have also considered possibly investing in gold $EWG2 (+0,29 %)
$GZUR or $BTC (+1,33 %) some money but most of it is already going into ETFs and shares so that's just a consideration for now

but of course I am open for advice on what can be optimized

14Puestos

3839,88 €

0,43 %

2 Comentarios

Alexander F.@Alex_DSZL95

2Lun

Clean portfolio under construction. Good stock selection, but would definitely focus on ETFs and stick to your existing positions.

In my opinion, BTC still belongs in the portfolio

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ElShib

@ElShib

4Lun·

What if Stagflation becomes real and we repeat the 70s? What if we get 5-10 years of economic trouble?

Sure it is only a scenario, and sure, we can again see the money printers turned on and delaying the problem once again, but the probability of seeing some harsh times is increasing.

In such scenario we are probably better of with some diversification and not heavy on any specific item except some real $GOLD (physical or digital backed like $PAXG (+0,3 %) or $GZUR or other) to hedge for eventual loss of value of money (and some $BTC (+1,33 %) for those more willing to believe in it - on a side note, I am, but not financial advice).

Besides gold, a well rounded diversification with a mix of countries and more protective sectors and solid companies who do not require heavy end user consumer for survival might not be a bad idea. Also diversify in currencies, using not just USD but also EUR and CHF and whatelse fancys your likes, might offer some extra protection.

For diversification on the traditional sector:

ETFs with world allocation and good diversified allocations, an higher allocation on the portfolio then the other items below - maybe $VWCE (-0,19 %) or $ACWI , in addition to add more diversification one can also use $V3AA (-0,18 %)
ETFs with diversified allocation on energy - $WEEG (-0,01 %) or other
A small ammount of diversification also in emerging markets and other markets in complement to the above products, like for example $EIMI (+0,27 %) and $WTIF
Stocks for solid companies, not heavy consumer dependant and also sectors like health, public services and energy - for example $MSFT (-0,1 %) or $WM (+0,48 %) (but avoid others consumer dependant like the plague - example $META)
Commodities and rare matterials like $COPPER, $OIL and $GAS if things do start to get bad will also probably be a good choice further down the road