After @InvestmentPapa a few days ago, here is the part of my portfolio that is still green. Due to the turbulent market of the last few months, I have made some tax optimizations and also sold positive positions from time to time, so unfortunately there is not much green left, only $VUSA (-0,38%) . The new acquisitions are unfortunately still red. 😅
How are you all doing? Since no one else @InvestmentPapa nobody has posted anything yet, I'll just ask directly:
For the sake of comparability, I'll leave out my derivatives, as they tend to be short-term snapshots. The two really longer-term positions are a long certificate on silver, which is up approx. 130%, and an inline derivative on €/SFR, which is up 80%. Of the equities, $EDV is the strongest performer, up 45%. Then comes $GDXJ with 23% plus $HOOD with 18% $MUX also up 18% $OPAP with 10% $VIG with 9% $NOG with also 9% $CABK with 4%
Option 1 would be the simpler approach. No rebalancing. Unscheduled purchases or sales with an ETF are easier and more fee-friendly.
Option 2 allows more control in terms of weighting, so I could reduce the US share from $VWRL (-0,29%) from 62% to 45-50%. In option 2 it would also be possible to swap the S&P 500 for Nasdaq or Amumbo depending on the market cycle to get more performance out of it without the risk of a US overweight.
As the markets have recently recorded a slight decline, I bought a tranche of the S&P 500 ETF ($VUSA (-0,38%)) today.
I am currently considering whether it makes sense to spread my planned investment in 4-5 tranches over several weeks in order to possibly catch the low point.
Alternatively, it might be better to invest the entire amount at once - following the classic approach:
"Time in the Market beats Timing the Market".
How do you see it? Which strategy do you prefer and why?
With the relatively small amounts, it won't make that much of a difference in absolute terms, perhaps in relative terms. I would start with a larger amount and then make regular savings installments. That's how I do it with my primary investment in the S&P500. A larger sum, weekly savings installments (in my case 100 euros) and then occasionally larger additional purchases (if cash is available) when prices fall. PS: of course you have to invest in the USA and represent its start-up and shareholder focus as a strategy.
