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Share / bond component
Multifactor portfolio with cash / bond reserve for countercyclical purchases.
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Target allocation bonds / cash:
20% - 0% of the total portfolio, depending on the distance from the last ATH
75% EUR
------> 50% cash + overnight ETF $CSH2 (+0%)
------> 12.5% Inflation Linked Govt Bonds $IBCI (-0,03%)
------> 12.5 % Germany Gov Bond $X03G (+0,06%)
25 % USD
------> 12.5 % TIPS US Inflation-Linked Bonds $XTIP (-0,85%)
------> 12.5 US Treasury Bond 3-7 Year $TR7G (-0,74%)
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Target allocation equities:
80-100% of total portfolio, depending on distance from last ATH
45.0% World AllCaps Market capitalization weighted
-> 45 % Developed + Emerging Markets $SPYI (+1,3%)
40.0 % Developed Markets Factors
-> 10.0 % Value Factor $XDEV (+1,06%)
-> 10.0 % Quality Factor $XDEQ (+1,15%)
-> 10.0 % Momentum Factor $XDEM (+2,12%)
-> 10.0 % Size Factor
----> 2.25 % US Small Cap Value weighted $ZPRV (+1,19%)
----> 2.25 % US Small Cap Quality $RTWO (+0,28%)
----> 4.5 % EU Small Cap Value weighted $ZPRX (+1,16%)
----> 1.0 % Japan Small Caps $ISJP (+0,98%)
15.0 % Emerging Markets
-> 3.0 % EM AllCaps $EIMI (+1,26%)
-> 4.0 % EM Value Factor $5MVL (+1,13%)
-> 4.0 % EM Quality $PEH (+1,62%)
-> 4.0 % EM Size Factor $SPYX (+0,78%)
Performance porn 2023:
