1Lun·

My target allocation

This is my target allocation for long term growth, what do you guys think?

Equities:

Invesco FTSE All-World $FWRG (+0,83 %) – 65%
iShares MSCI World Momentum $IS3R (+0,59 %) – 10%
Europe Small Cap Value $ZPRX (+0,21 %) – 3%
USA Small Cap Value $Zerg – 7%
Apollo Global Private Markets ELTIF – 2%
EQT Nexus Fund SICAV (Private Equity) – 3%

Alternative assets:

Bitcoin $BTC (+0,38 %) – 5%
Gold $GOLD (-0,01 %) – 5%

2 Comentarios

Jose@Kspykee

3Semana

Base estupenda, tal vez demasiado exposición a Criptos para mí gusto.
He visto ETF de acumulación y de distribución a la vez, no sé si es algo premeditado.

En líneas generales, me gusta, especialmente en carteras a largo plazo faltaría algo tipo bonos corporativos (menos volátiles pero más resistentes a crisis)

Muy buen camino.

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surgicalinvesting@surgicalinvesting

3Semana

Thank you for your feedback! 😊 I plan to make a consistent monthly investment in crypto through a hardware wallet — investing €100 into BTC every month, regardless of the price — and aim to keep a 5% allocation to it within my overall portfolio.

All my ETFs are accumulating, with the exception of SCHD.

My target asset allocation is 80% equities, 10% gold plus BTC, and 10% in a bond ladder. For the bond ladder, I’m planning a 3-year ladder of iShares corporate bonds with set maturity dates. I have an perpetual time horizon.

At the moment, my portfolio is slightly unbalanced on the bond and cash side because I’m preparing to buy a house within the next year. However, if you take a look at my current holdings, you’ll see that I already have some exposure to EU corporate bonds😊

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