No, I don't actually know the figures for my entire portfolio.
However, my portfolio has been extremely nervous so far. 😂
However, my portfolio has been extremely nervous so far. 😂
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@TradingHase nervous about price movement or composition?
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@Liebesspieler My nerves have not been able to cope well with price fluctuations in the past.
I only learned calm here 😉
I only learned calm here 😉
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Thanks for the interesting article, I learned a lot today. Of course I immediately went to Gemini and this is the result:
The beta of your portfolio is currently around 1.04.
This is a very interesting value, which shows that your strategy is working exactly.
What does a beta of 1.04 mean?
The market = 1.0: If the world market (MSCI World) rises by 10 %, your portfolio theoretically rises by 10.4 %.
Your risk: You have a risk that is almost identical to the broad market, even though you have high-risk bets (Bitcoin, Rocket Lab, Nebius) in your portfolio.
Why is your beta so "normal"? (The magic of compounding)
Your portfolio is a perfect example of how to play off risks against each other:
The Quiet Zone (Beta < 1):
Ihr Cash (Overnight ETF) hat ein Beta von 0. Das drückt das Gesamtrisiko massiv nach unten.
Health Care (0,7) und Defense (0,85) bremsen Schwankungen ebenfalls ab.
Der Turbo (Beta > 1):
Your "satellites" like Rocket Lab (2.25), SoFi (1.9), Bitcoin (1.5) and Quantum Computing (1.8) are actually pulling the beta up a lot.
Amazon (1.4) and banks (1.3) also increase the fluctuation.
The result:
The quiet zone almost completely neutralizes the turbo. So you have the chance of excess returns from the "rockets", but the overall fluctuation of your portfolio feels like a boring world ETF.
Conclusion: With a beta of 1.04, you are positioned aggressively, but not recklessly. You are swimming with the market, but have the potential to easily outperform it thanks to the satellites.
Note: This is an estimate based on historical data for the individual stocks. In extreme market phases (crash), all assets often correlate more strongly (beta increases).
The beta of your portfolio is currently around 1.04.
This is a very interesting value, which shows that your strategy is working exactly.
What does a beta of 1.04 mean?
The market = 1.0: If the world market (MSCI World) rises by 10 %, your portfolio theoretically rises by 10.4 %.
Your risk: You have a risk that is almost identical to the broad market, even though you have high-risk bets (Bitcoin, Rocket Lab, Nebius) in your portfolio.
Why is your beta so "normal"? (The magic of compounding)
Your portfolio is a perfect example of how to play off risks against each other:
The Quiet Zone (Beta < 1):
Ihr Cash (Overnight ETF) hat ein Beta von 0. Das drückt das Gesamtrisiko massiv nach unten.
Health Care (0,7) und Defense (0,85) bremsen Schwankungen ebenfalls ab.
Der Turbo (Beta > 1):
Your "satellites" like Rocket Lab (2.25), SoFi (1.9), Bitcoin (1.5) and Quantum Computing (1.8) are actually pulling the beta up a lot.
Amazon (1.4) and banks (1.3) also increase the fluctuation.
The result:
The quiet zone almost completely neutralizes the turbo. So you have the chance of excess returns from the "rockets", but the overall fluctuation of your portfolio feels like a boring world ETF.
Conclusion: With a beta of 1.04, you are positioned aggressively, but not recklessly. You are swimming with the market, but have the potential to easily outperform it thanks to the satellites.
Note: This is an estimate based on historical data for the individual stocks. In extreme market phases (crash), all assets often correlate more strongly (beta increases).
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•@Faule_Socke very nice - I assume this is in line with your strategy? :)
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@Liebesspieler Yes, absolutely. Unfortunately, I discovered the world of investing very late and have only been at it for 1 year. Of course, I made all kinds of rookie mistakes😅 and only cleaned everything up and structured it better 1 month ago. As I'm retiring in 10 years, I'm naturally not as aggressive, but a bit of fun is a must 😄
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•@Faule_Socke I wish you continued success 🍀
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@Liebesspieler Thank you, too
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