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 (-0,81%) -> 25% -> Broad diversification

$O (+0,46%) -> 20% -> Dividends

$EIMI (-0,98%) -> 10% -> emerging markets

$BTC (-2,93%) -> 10%

2xSpytips-Cool-Strategy:

$CL2 (-1,62%) -> 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 😊😅.

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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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Visualizza tutti 6 ulteriori risposte

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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