So I decided to replicate the following ETF:
40-45% USA share I will replicate with $VUSA (+10,34 %) replicate
20% Europe I will map with $SPYW (+5,99 %) and $VERX (+7,62 %) and . I deliberately opted for these two ETFs because I've seen that when one goes well, the other goes badly and vice versa: If one goes well, the other goes badly and vice versa, and the version without the UK is doing much better than the version with the UK. However, as I think the UK is interesting, I will continue to hold my $VUKE (+4,01 %) and include it in the weighting.
On the other hand, I'm not sure whether I should hold the Eastern Europe ETF or throw it out ??? $EAST (+10,09 %) The UK has performed very well in recent months. What do you think?
10% Japan I am doing with $PR1J (+9,31 %) and $XDJE (+8,63 %)
10% Switzerland I will participate $EXI1 (+4,93 %) . Here I am not completely satisfied because of the large TER but I have not seen an alternative, possibly one from Xtraders but then the performance was no better.
10% Emerging Markets I do with $IBC3 (+9,32 %)
For the 5-10% commodities I haven't found the perfect stuff yet. I don't want gold and Bitcoin. Unfortunately, I'm still looking for them
I might add 5% Canada, which would fit in well with the basic idea. I will have to observe and research this further.
Now I have a few questions:
Just keep Eastern Europe or include it completely in the 20% or sell it?
Establish the target allocation immediately or weight the savings plans so that they reach the end of the year?
Good idea for commodities?