2Ano·

Rebalancing in the GTAA portfolio at the turn of the month. Nasdaq100 now has the strongest momentum.

Sell: EMU Smallcaps.

New allocation:

40% EuroGovBondsShort $DXSV (+0,15%)

5% Cash at TR for 2% p. a. (for post-purchase Bitcoin)

Edit: Now it has happened after all. The order of the weighted momentum has shifted massively again within one day because of the strong rises at the end of last week. $DXSV (+0,15%) thus slipped from 2nd place well behind before the turn of the month. $MMS (+0,6%) . So what to do? I finally decided to correct the mistake, bite the bullet, pay the 10€ and switch into the $CSEMUS (+0,8%) with the significantly lower spread.

I see I still need to work further on the implementation of GTAA.

30.03

Amundi Nasdaq-100 II ETF

Comprado x84,21 em € 47,52

€ 4.001,84

53 Comentários

Stulle 🥪@Stullen-Portfolio

2Ano

With contributions to GTAA (or corresponding investments) you clearly stand out from the mainstream here at getquin, @Epi. I also remember (at least) one post on the Shiller-KGV. Against this background my question to you: have you ever dealt with $216361? Specifically, I'd be interested in your opinion on it...and of course anyone else reading along at this point.

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Epi@Epi

2Ano

@Stullen-Portfolio Sorry, I have seen your post only now. But we had the little discussion under your other post.

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Golden Boy@randomdude

2Ano

Is the weighting rule based? Remind me that you wrote the other day about a profit taking on Bitcoin ... PS: Nasdaq would also still be an idea for my GTAA spectrum 😀

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Epi@Epi

2Ano

@randomdude Yes, the weighting is rule-based. I have now decided on the 40-40-20 split in the event of a buy signal in Bitcoin. I can sleep well with that. The 5% is from the sale of Btc and is reserved for a post-buy.

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Bingpot@theflyingsquirrel

2Ano

there the GTAA users meet again😅

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Epi@Epi

2Ano

@theflyingsquirrel There are not so many here. You're welcome to join in. 🤙

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Bingpot@theflyingsquirrel

2Ano

@Epi that's right. Thanks👍 plan for the future to make a GTAA Dual Momentum with 25% Depotbeimischung probably. Finds tops how you 2 deal with it.

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Epi@Epi

2Ano

@theflyingsquirrel The idea of GTAA is simple and captivating. The correct implementation is quite complicated, I think. Take a look at the wikifolios with GTAA. They all run very modestly. So you have to put some work into it, so that the strategy can unfold its potential. That's why the discussions with Felix.

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Golden Boy@randomdude

2Ano

@Epi I am still looking for a backtesting tool. In Excel I got as far as an automatic monthly ranking. Now I would have to implement the actual trading, but have no time for now.

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Epi@Epi

2Ano

@randomdude I work with portfolio visualizer and portfolio performance. Do you know them?

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Bingpot@theflyingsquirrel

2Ano

@Epi yes, it's really not easy. My current long-term portfolio idea is as follows: 60% ESG Global All Cap, 7.5% developed market bonds, 7.5% emerging market bonds, 25% GTAA. I find the approach of including Bitcoin mega interesting. But I also find it important to keep the GTAA strategy as simple as possible so that the trading fees don't kick in so much. This factor must definitely be taken into account in the backtests.

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Epi@Epi

2Ano

@theflyingsquirrel I like your approach of weighting GTAA with 25%. In general, I like your asset allocation. I myself run GTAA so far in two interpretations via two ways: Trade Republic and mylife net policy. Even if the latter is not very popular here, it seems to me the solution for the crucial implementation problems of GTAA: 200 Etfs, no trading costs, no taxes, 1x per month reallocation possible, costs of only 0.2%pa. However, they don't know about their luck! 😂

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Golden Boy@randomdude

2Ano

@Epi Yes, I use Portfolio Performance for all the assets I have. I have also mapped the backtests prepared in Excel in it. I have only played around a bit with Portfolio Visualizer so far. But it is probably the most efficient backtesting option.

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Ver todas as 22 restantes respostas

Xantia@Xantia

2Ano

Bitcoin 😂😂😂😂

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Epi@Epi

2Ano

@Xantia Bitcoin is great for the sortino ratio in the portfolio! Other than that, I'm not a coiner. 👍

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Noah@Crazyinvestor

2Ano

Do not buy BTC at TR, nyknyc

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Epi@Epi

2Ano

@Crazyinvestor I have also already considered, the BitcoinAnteil on another platform to outsource... Am with the small amounts so far only not sure whether the effort is worth it.

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Noah@Crazyinvestor

2Ano

@Epi Over 2 or 3k it's worth it, then buy on ner exchange and put on a ledger

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Epi@Epi

2Ano

@Crazyinvestor What are actually the trading costs for e.g. 3000€ BTC on an exchange?

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Noah@Crazyinvestor

2Ano

@Epi For bitcoin you pay 0.10% or 3 euros per 3000 euros, none for sale

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Noah@Crazyinvestor

2Ano

@Crazyinvestor For octopus in this case

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Epi@Epi

2Ano

@Crazyinvestor Cool, is there a spread?

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Noah@Crazyinvestor

2Ano

@Epi Lower than TR, which fluctuates

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Anetta@AKAK

2Ano

@Crazyinvestor why not ? 🙃 newbie 🙈

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Epi@Epi

2Ano

@AKAK Newbie? I have been using Btc as a tactical asset in my portfolio since 2019, since a few months within my GTAA strategy. I focus on simplicity and cost efficiency. Any special gold wallet is not for me. I am not a coiner either.

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Noah@Crazyinvestor

2Ano

@Epi You were still meant, with newbie he described himself

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2Ano

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Epi@Epi

2Ano

@MichaelSB82 Added the edit earlier. Maybe that's the reason?