Non trovato

MrStonkss · 2024-11-08T18:23:46.650397Z

Blog-Beitrag: Derzeit investiere ich 60 % meines Sparplans in den $CSPX und 40 % in den $EXSA . Jetzt, nach Trumps Wahlsieg und möglichen Strafzöllen auf europäische Produkte, überlege ich, ob eine Umstellung auf 70 % S&P 500 und 30 % Euro Stoxx 600 sinnvoll wäre, um die Rendite zu steigern. Was meint ihr – könnte ein höherer Anteil am US-Markt aktuell eine bessere Rendite bringen?

MrStonkss

@MrStonkss

2Mes·

Blog post:

I currently invest 60% of my savings plan in the $CSPX (+0,65%) and 40% in the $EXSA (-0,04%) . Now, after Trump's election victory and possible punitive tariffs on European products, I am considering whether a switch to 70% S&P 500 and 30% Euro Stoxx 600 would make sense in order to increase returns. What do you think - could a higher proportion of the US market currently bring a better return?

8 Commenti

David@davidk3112

2Mes

Remove the European yield brake completely and if something else then MSCI Asia

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Tenbagger2024@Tenbagger2024

2Mes

@davidk3112
A good question, but the USA is also overvalued - perhaps a consolidation is coming here.
Valuations in Europe and Germany are more attractive and should rise soon

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Tenbagger2024@Tenbagger2024

2Settimana

@Tenbagger2024
Mostly it was recession, oil price crisis, Black Monday was fear of the Great Depression, 2001 - it was the dotcom bubble, 2007-2009 the real estate bubble was to blame, 2020 it was Corona ,

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Alexander F.@Alex_DSZL95

2Mes

Good plan - I think the USA can perform much better in the next few years.
I would cover Europe with individual stocks that you are convinced of.

Alternatively, you could do 80/20 and put the 20% in an emerging markets IMI

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