1Mes
70/30 is currently trending on social media. Very few people actually know why. Why not 80/20 or 60/40? 70/30 corresponds neither to the weighting according to GDP nor to MK (it is actually max Sharpe Ratio 2000-2007).
Only do what you understand! Otherwise you will change your "strategy" every few months and you will necessarily be one of the 80% of private investors who lose in the long term.
Only do what you understand! Otherwise you will change your "strategy" every few months and you will necessarily be one of the 80% of private investors who lose in the long term.
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@Epi Which ETF would you choose if you could only have one?
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1Mes
@Iwanowitsch It's hard to say, as I wouldn't recommend anyone to invest in just one ETF and certainly no ETF would be suitable for everyone in every situation forever. But with a gun to my head, I would perhaps say: $WTEF?
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•@Epi Very interesting ETF. Quasi a portfolio concept consisting of US equities + 40% bonds. The performance so far seems to come very close to the S&P500. In turbulent times, this ETF could even generate an excess return thanks to the bonds and in any case ensure less drawdown. How did you find out about this ETF?
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•1Mes
@Iwanowitsch Yes, you've got it! It's basically a 1.5x leveraged 60/40 US portfolio (an efficient core, because it requires 30% less capital for the core, leaving more capital for the satellites). I admit that I cheated a bit when answering the question about the ONE ETF. But there were no conditions. 😁
I can't remember exactly how I came across this. I think it was an article on Stock3.
On the Wisdomtree site there is the white paper of the study on which the ETF is based. Very interesting.
I can't remember exactly how I came across this. I think it was an article on Stock3.
On the Wisdomtree site there is the white paper of the study on which the ETF is based. Very interesting.
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