After much deliberation, I have decided to invest part of the portfolio according to @Epi s 3x GTAA model.

The approach has convinced me 👍

A smaller position of between 2 and 3% of @Epi s GTAA.

Probably would have been better to wait for the end of the month to buy when the previous month's winners are in. But anyway, it's in now.

I still have to decide whether to keep the position open to have some strategy diversification against my B&H multifactor portfolio, or whether to keep it small. Then at some point the question would be whether I rebalance.

Actually, my gut feeling is that it's hardly worth rebalancing, as GTAA (or momentum strategies in general) should suffer less from return to average than classic B&Hs 🤔

Dear Community,

I have a 300k securities account with 50% shares, divided between $AAPL (+0,19%)
$ALV (+1,16%)
$AMZN (+0,33%)
$NOVO B (+0,79%) and some $VOW (-0,99%) the other 50% in ETFs, split between $CSPX (+0,18%)
$EXUS (+0,31%)
$NADQ (+0,16%) and something $DE000LS9U6W1 (-0,58%) ...

A strong US (tech) focus is desirable. Not because I believe that the USA does a lot of things right, but shareholder & shareholder value primarily have an influence on entrepreneurship in the USA, ok and the Mag7++ have a top position in other ETFs anyway.

I use the MSCI EX USA to shift the focus away from/to the USA as required.

I have built up this status quo over the last 2 years, after having a lot of individual stocks in the years before and following the "greed eats brains" strategy with some losses (see other post).

Now I would like to read your opinion or collect a few points of view, knowing that there is not THE right one. In the near future I will receive an inheritance of around 400,000 euros. Now I am torn. No, I don't really know what to do. My reflex was "keep going and split up if you're happy with the above strategy/allocation", but perhaps more asset classes could be included with this sum .... and/or more focus on crypto, or more diversification or or or or .... Or everything on GTAA , @Epi :-D hehe - What do you think?

PS: I am 58, IT manager, EFH paid for, 2 children, studies feddich. Controlled build-up with withdrawal plan start in about 5 years. Shift from 50% individual stocks to 75% ETF planned in 2025.

Dear Quins,

As you probably know, we recently launched a Wikifolio certificate on the 3xGTAA strategy: $DE000LS9U6W1 (-0,58%)

In the last two weeks, a total of almost 75k has been invested, 15k of which by myself. By now, all those invested should be well in the black. This successful start surprises and pleases me.

As a thank you for your trust, I would like to donate the success fee for January 2025 to an organization of your choice. Of course, it's not much yet (see screenshot), but it could well be a three-digit amount if things go well!

So: feel free to make your suggestions! The suggestion with the most likes 👍👍👍👍 by 31.1.25 will receive the donation (but there should be at least 10 votes for the suggestion).

Your Epi

PS: Who of you is actually invested?