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2Big question to the knowledgeable people from a newbie: How does an ETF such as $CSH2 (+0 %) (LU1190417599, Lyxor overnight return) works? Why is the value so stable? How does it work? Am I willing to profit or lose significant amounts if I'm invested?
Thanks in advance for your answers!
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 (+1,13 %)
45 % $ETH (-2,27 %)
5 % $SOL
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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 %)
------> 12.5% Inflation Linked Govt Bonds $IBCI (+0,28 %)
------> 12.5 % Germany Gov Bond $X03G (+0,44 %)
25 % USD
------> 12.5 % TIPS US Inflation-Linked Bonds $XTIP (+0,72 %)
------> 12.5 US Treasury Bond 3-7 Year $TR7G (+0,73 %)
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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 (+0,99 %)
48.0 % Developed Markets Factors
-> 12.0 % Value Factor $XDEV (+0,93 %)
-> 12.0 % Quality Factor $XDEQ (+1,11 %)
-> 12.0 % Momentum Factor $XDEM (+0,89 %)
-> 12.0 % Size factor
----> 2.75 % US Small Cap Value weighted $ZPRV (+2,09 %)
----> 2.75 % US Small Cap Quality $RTWO (+1,93 %)
----> 5.5 % EU Small Cap Value weighted $ZPRX (+0,71 %)
----> 1.0 % Japan Small Caps $ISJP (+1,3 %)
17.0 % Emerging Markets
-> 2.0 % EM AllCaps $EIMI (+0,59 %)
-> 5.0 % EM Value Factor $5MVL (+0,02 %)
-> 5.0 % EM Quality $PEH (+0,35 %)
-> 5.0 % EM Size Factor $SPYX (+0,64 %)
Performance porn 2023:
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