3Mes·

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 €
2.988,91 €
8
5 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
Partecipa alla conversazione