In the long term, it is very difficult to beat the MSCI World. Many have tried, but few have succeeded.
Boring is sometimes better, in the long run you are probably better off with a 70/30 or 100% all world.
But since you've already started, you could consider selling your Microsoft, MC Donald and Allianz shares and putting them into one or more ETFs. The core, so to speak. You can then add speculative stocks such as Xiaomi, Iren and Novo Nordisk as satellites. I also have all three in my portfolio. Bitcoin as well.
But as I said, boring is usually better.
You can also save in an All World and add the Nasdaq100, there are several options.
It is important to think about a strategy: when do I get out, when do I buy in, how long is my investment horizon, etc...
Boring is sometimes better, in the long run you are probably better off with a 70/30 or 100% all world.
But since you've already started, you could consider selling your Microsoft, MC Donald and Allianz shares and putting them into one or more ETFs. The core, so to speak. You can then add speculative stocks such as Xiaomi, Iren and Novo Nordisk as satellites. I also have all three in my portfolio. Bitcoin as well.
But as I said, boring is usually better.
You can also save in an All World and add the Nasdaq100, there are several options.
It is important to think about a strategy: when do I get out, when do I buy in, how long is my investment horizon, etc...
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@SchmonInvest Yes, I can only agree with that. An alternative to the nasdaq might also be the World Momentum if you want to reduce your US exposure. But basically there's nothing wrong with an All World / World + small return booster, depending on your risk appetite. Less is more 😉
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@SchmonInvest the problem with trying to beat the MSCI world is not the attempt itself but HOW most people try! There could be many more investors trying to beat the MSCI world, but most are taking the wrong approach
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@SchmonInvest 70/30 or all world which one you prefer and why? thanks
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@Krush82 You're always smarter with hindsight. What is your approach?
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@SchmonInvest Thank you for the detailed comment!
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•@SchmonInvest my approach is the focused momentum approach
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•@Krush82 What do you think of momentum ETFs?
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@SchmonInvest not very much, which is why I developed my own strategy
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•@Krush82 and what do you think of crypto?
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@SchmonInvest perfectly ok as an add-on - but do not see the outperformance of past days in the near future
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