Interesting approaches that make perfect sense the way you have explained them. Personally, it would be too time-consuming for me, but that doesn't mean it's not good.
Do you have a benchmark over several years where you can see the comparison to a "carefree package" dev.world/EM. What is the performance deviation?
What would also be interesting is how the analysis by BI came about and what was their feedback?
Do you have a benchmark over several years where you can see the comparison to a "carefree package" dev.world/EM. What is the performance deviation?
What would also be interesting is how the analysis by BI came about and what was their feedback?
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8Lun
@TomTurboInvest The detailed backtest is actually still pending, I assume that the performance compared to the benchmark (I would compare with the MCWI IMI) is comparable or slightly worse due to the bond and dividend part. But more diversified. In recent years, you have done quite well if you simply track the global economy by market capitalization. That doesn't have to be the optimum in the future. I submitted the logic to BI for the portfolio check and was happy that they selected my portfolio from the submissions :) The feedback from the gentleman at SPDR was to increase bonds and reduce the number of ETFs in the dividend block. However, as these hardly overlap, I personally don't see the point. In addition, a few sectors are underrepresented, but IT and finance are overrepresented. As I don't want to make any sector bets, I'll probably have to make do with that. Thanks for your feedback!
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