I'm not worried and will continue to invest as before.
Political stock markets generally have short legs.
Nevertheless, it is right to look at the currency distribution.
What do the currencies in your portfolio look like at the moment?
I am at 55% USD and 15% EUR.
The rest are other currencies such as CAD, HKD, JPY and others.
When do you want to estimate when the USD will improve again so that you can invest accordingly?
To me it reads a bit like deliberate market timing, which usually doesn't work.
Political stock markets generally have short legs.
Nevertheless, it is right to look at the currency distribution.
What do the currencies in your portfolio look like at the moment?
I am at 55% USD and 15% EUR.
The rest are other currencies such as CAD, HKD, JPY and others.
When do you want to estimate when the USD will improve again so that you can invest accordingly?
To me it reads a bit like deliberate market timing, which usually doesn't work.
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First of all, thank you for your feedback 😉
I had already written a post a long time ago about the parents' portfolio...not much has happened so far, but now the plan is to get down to business.
They currently only have Rheinmetall as a single share in their portfolio, but now they want to add an ETF for a long-term, broad-based investment.
When the dollar is back at €1.02, you could say that it is worth buying in dollars again without any major currency loss.
You certainly won't hit point X when you start, but it's better than a €1.10 exchange rate😑.
So would the Allworld with 67% 🇺🇸 currency still be better in your opinion?
I had already written a post a long time ago about the parents' portfolio...not much has happened so far, but now the plan is to get down to business.
They currently only have Rheinmetall as a single share in their portfolio, but now they want to add an ETF for a long-term, broad-based investment.
When the dollar is back at €1.02, you could say that it is worth buying in dollars again without any major currency loss.
You certainly won't hit point X when you start, but it's better than a €1.10 exchange rate😑.
So would the Allworld with 67% 🇺🇸 currency still be better in your opinion?
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@Mark777 I wouldn't worry about the 67% USD either.
It would be different if you had 80 or 90% USD in your portfolio.
But I would feel the same way with 80% JPY or EUR. :)
I rely a lot on the managers of the ETFs and the leading indices when it comes to balancing, because they know more about the fun and also have access to other data sources in order to assess the corresponding risks or make forecasts.
It would be different if you had 80 or 90% USD in your portfolio.
But I would feel the same way with 80% JPY or EUR. :)
I rely a lot on the managers of the ETFs and the leading indices when it comes to balancing, because they know more about the fun and also have access to other data sources in order to assess the corresponding risks or make forecasts.
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