Not the content you want, but the content you deserve!
How do share returns relate to economic growth?
The USA belongs in every portfolio! BUT: Country diversification is important!
A different perspective on gold and BTC - What can possibly go wrong?
There is nothing magical about dividend growth!
At what point is my portfolio diversified? - Are 30 stocks enough?
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Crypto share
between 10-30 % of all assets
50 % $BTC (-0,2 %)
45 % $ETH (+0,41 %)
5 % $SOL (-0,27 %)
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Equity / bond share
Multifactor portfolio with cash / bond reserve for countercyclical purchases.
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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 (-0,15 %)
------> 12.5 % Germany Gov Bond $X03G (-0,1 %)
25 % USD
------> 12.5 % TIPS US Inflation-Linked Bonds $XTIP (-0,17 %)
------> 12.5 US Treasury Bond 3-7 Year $TR7G (-0,05 %)
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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 (+0,36 %)
48.0 % Developed Markets Factors
-> 12.0 % Value Factor $XDEV (+0,36 %)
-> 12.0 % Quality Factor $XDEQ (+0,49 %)
-> 12.0 % Momentum Factor $XDEM (+0,48 %)
-> 12.0 % Size factor
----> 2.75 % US Small Cap Value weighted $ZPRV (+0,5 %)
----> 2.75 % US Small Cap Quality $RTWO (+0,21 %)
----> 5.5 % EU Small Cap Value weighted $ZPRX (-0,23 %)
----> 1.0 % Japan Small Caps $ISJP (+0,12 %)
17.0 % Emerging Markets
-> 2.0 % EM AllCaps $EIMI (+0,23 %)
-> 5.0 % EM Value Factor $5MVL (+0,68 %)
-> 5.0 % EM Quality $PEH (+0,81 %)
-> 5.0 % EM Size Factor $SPYX (+0,15 %)
Performance porn 2023:
