Mihai (@mihaipr) sur getquin

9Mo·

Feedback sur mon portefeuille

$IWVL (-1,32 %)
$VUAG (-0 %)
$IWDA (-0,43 %)
$EIMI (-1,85 %)
$WSML (-1,07 %)
$MVEU (-1,01 %)
$IWDP (-0,6 %)
$ZPRP (-1,37 %)
$COMM (+0,19 %)
$IGLN (-0,14 %)

Does anyone care to give an opinion on my ETF allocation?

Feel free to dismiss my choices. I am looking for a better distribution long term - 20years + with reduced risk (20% drawdawn/year is acceptable to me, more is painfull).

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19 Commentaires

AlexSch@AlexSch

9Mo

Oh hell no man wtf have you done to your portfolio

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PowerWordChill@PowerWordChill

9Mo

One question: why the bonds? With a time horizon of 20 years or more, I would not recommend them unless you plan to use them as a cash reserve for stocks in the event of severe drawdowns.

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Lucrash@KapriolenCapital

9Mo

Hell nah over diversification leads to underperformance lil bro

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Mihai@mihaipr

9Mo

my overall TER is at 0.22% which is not too high I think. Why would I get under performance? wouldn't I benefit from all the different classes with an active re-balancing strategy

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Ruud@Rsoeters

8Mo

Buna Mihai. I would indeed agree with Alex that I'm not seeing the reason for each of the ETFs. What is the reasoning for each position? I would, like you did a bit, focus on an All World ETF in the core and add 2 or 3 ETFs as flavor makers, depending on your risk profile. If you don't want to lose a lot the heavier I would go in the All World, like 70-80% of the portfolio. For the other 20-30% you can go riskier in Europe and Emerging Markets. Bonds I think are too early (unless you want a fixed income that is 3,5-4% annually, but you are still building a portfolio); Commodity markets I don't know, so I stay away from it. Then you got small caps and dividend-focused ETFs; those could be interesting strategies to follow (small versus big and growth versus dividends), but I think you complicate it when combining. On morningstar.com you can create an account and put all your positions in there, and run a scan to see how your portfolio is performing / overlapping in positions.

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Ruud@Rsoeters

8Mo

A question back. I would love to invest in Romanian stocks, but my current broker is not great in showing that. Which broker are you using in Romania? And do you know a good website that can give me more insight in the Romanian stock market?

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