Yield boost sought as an admixture

Tobias · 2025-01-19T20:25:26.053673Z

I'm currently racking my brains as my annual task to find out how I can add another yield boost to my portfolio. I'm open to creative suggestions and exchanges; I would currently consider an addition of 10% to be sensible. Thank you for your feedback.

Maximilian@Max095

2Mon

$BTC
$CL2

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Tobias@TaubeSmash

2Mon

@Max095 What is the idea behind $CL2?

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Maximilian@Max095

2Mon

@TaubeSmash I could well imagine a 10% admixture in your portfolio. Especially as you still have a long investment horizon. But everyone has to know for themselves whether they want a leveraged ETF.

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Kraemmo@Kraemmo

2Mon

@Max095 You don't want to. Leveraged products have no place in long-term investments, and therefore not as boosters.

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Maximilian@Max095

2Mon

@Kraemmo I wouldn't say that when I look at the return since the launch.

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Kraemmo@Kraemmo

2Mon

@Max095 Well, the return is deceptive, it's not bad across the board, but only looking at the return in a chart is only half the truth with leverage products.

Let's assume you have invested €1000 and your normal ETF rises by 5%, which makes a position of €1050. Now another bad omen comes along and the price falls by 10%, so your position is €945.
With a leveraged ETF x2 with the same €1000, you have a gain of 10% instead of the 5%, i.e. €1100, and now the price falls again by the aforementioned 10%, i.e. 20% in leverage. Your position then amounts to €880.

If you are aware of this and don't let yourself be blinded by the return charts, you can make short-term investments and profit from them. In a volatile market phase, however, I would think carefully about the risk and in the long-term investment you can forget it anyway, there are always weak market phases and the drawdown is no longer worth it over the years if you have taken 2-3 of them. Yield chart or not.

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Knebel-Horst@DoppelSchlechtMinus

2Mon

Your $TDIV can be combined well with $EQQQ / $CSNDX, as together they achieve a similar allocation of regions and sectors as an MSCI World, i.e. a halfway reasonable diversification. The only difference is that both focus on large caps, but this has resulted in almost continuous excess returns in recent years.

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DerDanner@Therapeut

2Mon

$BTC for the next run

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Tobias@TaubeSmash

2Mon

@Therapeut It was extremely painful for me to get started. In principle, however, I was the one standing on the sidelines and missed the entire rally.

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DerDanner@Therapeut

2Mon

@TaubeSmash yes, that's how I see it too, wait and see, you'll be there next year

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Chandra@Chandra

2Mon

@TaubeSmash But you never know how long the rally will last. You can also start with a small savings plan and add to it if the price falls. That way, you'll be in it for sure and possibly make a profit, and in the event of a bear market, you won't suffer too many losses.

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Epi@Epi

2Mon

It depends on what you mean by booster. Is 50%pa enough? Then maybe 3xGTAA is something for you:

https://getqu.in/ZzGEfW/

<security:n/a:DE000LS9U6W1>

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Tobias@TaubeSmash

2Mon

@Epi with the low weighting, the risk must be higher, as otherwise the impact on the portfolio remains negligible.

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Epi@Epi

2Mon

@TaubeSmash Higher risk? No problem, make it a 5xGTAA or 7xGTAA. 😅
But why?

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Stulle 🥪@Stullen-Portfolio

2Mon

Very chic portfolio! 😁 ✌️

100% ETFs, 100% buy and hold, yes? 👌🚀

...maybe factors are the solution to your search.
So either momentum $XDEM or size $ZPRV would be a good fit in my opinion...or value combined with growth in conjunction with sector rotation in the form of the $216361

Greetings
🥪

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Tobias@TaubeSmash

2Mon

@Stullen-Portfolio Thank you for your feedback and the interesting food for thought on the depot! I can answer the first question with yes & yes. I think size would be a topic that could be looked at again and which is still missing at the moment. The only thing that worries me here is the chronic underperformance of recent years. The price question remains as always, structural problem or good entry opportunity. 😅

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IndexInvestorX@IndexInvestorX

2Mon

$WSML

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K@TechNav

2Mon

I've been watching your portfolio for a while now - really smart, honestly! I like your selection and allocation. If I were to focus on dividends later on, I could well imagine doing something similar to yours. 😊

Regarding your question: For a 10% allocation, I would choose an ETF that is not too diversified, i.e. around 100-200 stocks. I would recommend $SP20, $CSNDX or $XDEM.

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Tobias@TaubeSmash

2Mon

@TechNav Thank you for your positive feedback on the portfolio and the food for thought! I can only confirm your feedback and also envision a less diversified tech ETF. Of course, the USA with the NASDAQ is the gold standard, but I would also imagine a tech ETF that mixes US tech with international tech in order to diversify further in the countries. 😊

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Mr Grumbold@Lino2501

2Mon

#privateequity etf

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Tobias@TaubeSmash

2Mon

@Lino2501 could you recommend one and are they tradable via normal brokers?

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grudo@grudo

2Mon

I can only agree with @TechNav! I follow a similar approach, but currently with less focus on dividends. BTC or $CSNDX would be a good addition.

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Heisterkamp@Ernie3486

2Mon

$HJ35 for private equity. The fund has made 560% since its launch in 2019. I became aware of the fund through OMR Podcast.

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Thomas@Thomas_1963

2Mon

Great portfolio. I have added a gold and a silver ETC to my dividend portfolio as well as a manageable share of Bitcoin.

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PikaPika0105@PikaPika0105

2Mon

If you want more return, then at least say goodbye to your quality ETF and include individual stocks.

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Tobias@TaubeSmash

2Mon

@PikaPika0105 I'm no smarter than anyone else and the research is more than clear on ETF vs. individual stocks

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PikaPika0105@PikaPika0105

2Mon

@TaubeSmash Yes, ETFs are generally better, but the goal is not to be average

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Tobias@TaubeSmash

2Mon

@PikaPika0105 only that every single stock investor has the attitude and there are still the statistics

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PikaPika0105@PikaPika0105

2Mon

@TaubeSmash it is the combination of knowledge and attitude that is decisive

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Guillermo@gmoji1

2Mon

@PikaPika0105 the goal is to have as much risk as you can tolerate you dont want to be stressed out worrying about your portfolio all the time you’ll make bad decisions

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PikaPika0105@PikaPika0105

2Mon

@gmoji1 then you are a bad investor

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Guillermo@gmoji1

2Mon

@PikaPika0105 i doubt it but thanks for the feedback

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Guillermo@gmoji1