Basically, I think your approach is great! I'll keep it short: Topic 1. ETF: switch to a world etf. Reason: a momentum etf can also underperform strongly if stocks with momentum do not rise brutally, but all perform poorly or go sideways for several years. (was the topic of today's buy the dip podcast). 2. i think your crypto allocation is really good - but i would think about whether you really want to hold all 3 for the very long term. I have all 3, with a similar weighting, but I'm also planning to take (large) profits over the next few years.
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@Rendite_Fux First of all, thank you for your assessment!
Unfortunately, I'm not a fan of a world ETF. Firstly because I only want to cover a very small part of EM through individual positions (with the India ETF, Reliance, BYD, Mercadolibre and Walmart de Mexico) and secondly because I am convinced that the Momentum ETF and the Ossiam Shiller ETF will both perform better.
The overweighting of current winning stocks has always led to better performance and I don't see why this should suddenly change.
Unfortunately, I'm not a fan of a world ETF. Firstly because I only want to cover a very small part of EM through individual positions (with the India ETF, Reliance, BYD, Mercadolibre and Walmart de Mexico) and secondly because I am convinced that the Momentum ETF and the Ossiam Shiller ETF will both perform better.
The overweighting of current winning stocks has always led to better performance and I don't see why this should suddenly change.
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