1Anno·

Secure reallocation and 5% p.a. effective annual return.


Bond allocation now at 15 percent, target achieved. Now we will only continue to invest via a savings plan with a 15 percent weighting.

16.09
iShares $ Treasury Bond 20+yr ETF D logo
Acquistato x890 a 3,358 €
2988,91 €
9
7 Commenti

immagine del profilo
How did you arrive at 5%?
immagine del profilo
@ScalpingSteve effective annual return, i.e. with price performance
1
immagine del profilo
@Puth1990 which will hopefully still increase, I am also expanding further
immagine del profilo
@ScalpingSteve have increased my stake to 18 percent of my portfolio.
immagine del profilo
@ScalpingSteve you can read the effective annual return in the Facesheet
immagine del profilo
@Puth1990 is not developing as hoped, I will sell my last shares. How are you proceeding here?
immagine del profilo
Continue to hold them in the portfolio. 10-year yield remains stable at 4.2%, currency losses spoil the performance somewhat. Still saving via savings plan, but slightly underweighted. I am currently at 10 percent of the portfolio
1
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