How do equity returns behave in relation to economic growth?
The USA belongs in every portfolio! BUT: Country diversification is important!
A different perspective on gold and BTC - What can possibly go wrong?
There is nothing magical about dividend growth!
At what point is my portfolio diversified? - Are 30 stocks enough?
Tiny Titans strategy
--------------------------------------------------------------------
Crypto share
between 10-30 % of all assets
50 % $BTC (+1,79%)
45 % $ETH (+1,49%)
5 % $SOL (+0,13%)
--------------------------------------------------------------------
Equity / bond share
Multifactor portfolio with cash / bond reserve for countercyclical purchases.
--------------------------------------------------------------------
Target allocation bonds / cash:
20% - 0% of the total portfolio, depending on the distance from the last ATH
75% EUR
------> 50% cash + overnight ETF $CSH2 (+0,14%)
------> 12.5% Inflation Linked Govt Bonds $IBCI (-0,54%)
------> 12.5 % Germany Gov Bond $X03G (-0,2%)
25 % USD
------> 12.5 % TIPS US Inflation-Linked Bonds $XTIP (+0,17%)
------> 12.5 US Treasury Bond 3-7 Year $TR7G (+0,23%)
--------------------------------------------------------------------
Target allocation equities:
80-100% of total portfolio, depending on distance from last ATH
35.0% World AllCaps Market capitalization weighted
-> 35 % Developed + Emerging Markets $SPYI (-0,19%)
48.0 % Developed Markets Factors
-> 12.0 % Value Factor $XDEV (-0,33%)
-> 12.0 % Quality Factor $XDEQ (+0,01%)
-> 12.0 % Momentum Factor $XDEM (+0,11%)
-> 12.0 % Size Factor
----> 2.75 % US Small Cap Value weighted $ZPRV (+0,25%)
----> 2.75 % US Small Cap Quality $RTWO (+0,36%)
----> 5.5 % EU Small Cap Value weighted $ZPRX (-0,29%)
----> 1.0 % Japan Small Caps $ISJP (-0,43%)
17.0 % Emerging Markets
-> 2.0 % EM AllCaps $EIMI (-0,1%)
-> 5.0 % EM Value Factor $5MVL (+0,07%)
-> 5.0 % EM Quality $PEH (+0,01%)
-> 5.0 % EM Size Factor $SPYX (-0,43%)
Performance porn 2023:
