1Mes·

Portfolio presentation

Hi dear GQ community,

After some back and forth. And learning and getting advice, I have finally finished my portfolio.

I have now divided it up as follows:

65% -> B&H per savings plan
35% -> 2xSpytips-Cool-Strategy

At this point, first of all a huge thanks to @Epi and to @SemiGrowth for your patience and advice regarding the 2xSpytips strategy and the improved version of the 2xSpytips Cool strategy.

As follows, I have now restructured my portfolio today:

B&H strategy:

$IWDA (+0,75%) -> 25% -> Broad diversification

$O (+1,1%) -> 20% -> Dividends

$EIMI (+0,04%) -> 10% -> emerging markets

$BTC (+0,71%) -> 10%

2xSpytips-Cool-Strategy:

$CL2 (+0,92%) -> 35%

I think I will do better in the long run with this portfolio than with the previous one. I can also sleep well with this one.

I follow both strategies so that if the 2xSpytips-Cool strategy is no longer profitable or doesn't perform well for whatever reason, I don't lose 100% of my investment.

And now it's your turn, I'm curious what you have to say and please stay objective 😊😅.

5Posizioni

1,86%

9 Commenti

Stefan@Da_Fischi

1Mes

Hope you can withstand the next drawdown (-60% in 2020), because normally the Amumbo $CL2 is added to a small extent and not used as a basis. But higher risk can also mean higher returns.

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Epi@Epi

1Mes

@Da_Fischi He holds the Amumbo together with the 2xSpytips strategy. This has only a fraction of the maximum drawdown, around 20%.
Otherwise, of course, what Kostolany already said applies: if you have no money, you have to speculate. 😁

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Laro@Laro

1Mes

@Da_Fischi Thanks to the 2xSpytips-Cool strategy, this should theoretically not happen so quickly.
Because with this strategy you proceed as follows

If the SMA150 is higher than the price of $SPY then sell
If the SMA200 is higher than the price of $TIP then sell

If the SMA150 and the SMA200 are below the current price of $SPY and $TIP respectively, then buy.

In addition, after every buy or sell, there is a 15-day vaoldown during which no trading takes place, no matter what. You can read the strategy in full at @SemiGrowth. There everything is written down in detail with backtests etc.

In short, with this strategy you take bulish markets with you and, in the best case, leave out bearish markets completely. In the time when you have sold, you hold cash.

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Stefan@Da_Fischi

1Mes

@Laro / @Epi Ok, I'll have to take a closer look.

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Laro@Laro

1Mes

@Da_Fischi yes is really recommendable. The 2xSpytips Cool strategy is a modified version of the 2xSpytips strategy. This came from @Epi and @SemiGrowth has modified and improved it a bit, made some backtests and has been using this strategy itself for a while now.

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SemiGrowth@SemiGrowth

1Mes

@Da_Fischi yes, keeping the $CL2 blunt is really not a good idea. But the momentum factor works

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Engartner@Engartner

4Settimana

@Da_Fischi Over 5 years, the return is 204%, but I agree with the assessment that it is more for risk-takers.

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Epi@Epi

1Mes

Looks good already. With your strategy diversification, you're definitely 90% ahead of the Qins. 👍

Two comments:
1. $O doesn't really fit into the ETF strategy as a single stock. Different risk profile, no diversification in REITS. Why not 30% in an EM dividend ETF? $SEDY? You kill two birds with one stone: EM + high divis.

2. in your 2xSpytips interpretation you are betting on St. Amumbo. But this is not currency-hedged, i.e. here you are exposed to currency fluctuations with double leverage. That would be too tricky and too expensive for me, and I don't do it either. I prefer $DBPG. You can see what I mean from the YTD performance.

Otherwise, good luck!

And always remember: consistency brings success. If a strategy doesn't perform well for a while, it helps to look at the past to see that this is normal and will be replaced by better periods. 👍

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Laro@Laro

1Mes

@Epi Thank you for your feedback 😊.
As I already had $O and couldn't part with this share 😅 I decided to go in this direction. It's also doing quite well at the moment. So from my old portfolio I picked out the 3 that performed best, i.e. were clearly in the black. I kept $BTC because SemiGrowth advised me not to sell it. That's why I doubled the budget there again. And I also increased Realtiy Income by another 5%. The rest was taken over 1:1 from the old portfolio.

I sold 9 assets today, which really took a bit of a hit with a fee of €1 per sale. But I have confidence in both strategies and am confident that this minus will soon be gone 😊.

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