6J·

It was nice...

... but plays a role alongside the larger positions of $HMWO (-0,4 %) and $TDIV (-0,35 %) simply no longer plays a meaningful role in my portfolio.

I will probably add to it next week after the ex-day $WINC (-0,06 %) after the ex-day.

11.07
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7
6 Commentaires

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Exactly my setup:
$HMWO + $TDIV + $WINC + a few smaller satellites
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@Quiny I garnish this with emerging markets $DEMD and a $EQQQ as a counterweight to the alignment of TDIV
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@Quiny $LDEG seems quite similar to the TDIV. Do you see a significant complement to each other, or would it actually be more obvious to opt for one of the two?
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Momentum is exhausted, back to US exceptionalism
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$WINC for the win !

i combine together with $TDIV $FTWG and $IDVY
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