Hello @Epi
Super exciting approach! I have just sold my active funds due to lack of performance and came across your post while looking for a new strategy.
Do you think the strategy is potentially 100% savable?
When developing a strategy, I have so far tended to be conservative with 90% All-Word/10% cash.
I now have a nest egg.
After reading this article, I'm considering whether I should switch completely or at least follow your strategy with 10%.
Super exciting approach! I have just sold my active funds due to lack of performance and came across your post while looking for a new strategy.
Do you think the strategy is potentially 100% savable?
When developing a strategy, I have so far tended to be conservative with 90% All-Word/10% cash.
I now have a nest egg.
After reading this article, I'm considering whether I should switch completely or at least follow your strategy with 10%.
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11
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9Mês
@portfolio_genius_pxvmr Good question! In the last few days, I've been looking at meta-strategies for the first time, i.e. strategies for weighting different strategies in the overall portfolio.
Because most people only know B&H, meta-strategies don't play a role here on GQ (I may have to change that!).
Regarding your question about the weighting of 2xSpytips. It depends on how much capital you have and how many strategies you want to run. With Spytips you are still dependent on rising stock markets. So a third, stock market-independent strategy might not be a bad idea. E.g. B&H Gold savings plan. Then you could weight each of the strategies at a flat rate of 1/3.
If your capital stock is still small (under 50k), then you can definitely try 100% Spytips. But even the strategy can suddenly stop working, so that would be risky. But if things go well, and I assume they will, then you will have a stable return. From DepotMonatsvola = monthly salary, I would perhaps diversify and look for an independent strategy. 🤷
Because most people only know B&H, meta-strategies don't play a role here on GQ (I may have to change that!).
Regarding your question about the weighting of 2xSpytips. It depends on how much capital you have and how many strategies you want to run. With Spytips you are still dependent on rising stock markets. So a third, stock market-independent strategy might not be a bad idea. E.g. B&H Gold savings plan. Then you could weight each of the strategies at a flat rate of 1/3.
If your capital stock is still small (under 50k), then you can definitely try 100% Spytips. But even the strategy can suddenly stop working, so that would be risky. But if things go well, and I assume they will, then you will have a stable return. From DepotMonatsvola = monthly salary, I would perhaps diversify and look for an independent strategy. 🤷
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@Epi B&H has also been my strategy so far. Annoyingly, B&H funds instead of ETFs.
My portfolio is now at +100k. Of that, I only have 33k invested in individual stocks and ETFs. Rest just cash - which is just right after 2xSpy.
To understand and apply your strategy correctly, you would now invest the full amount in LU0290358497 until IE00BDZVH966 and IBC5 Tradegate (S&P 500) are both above 200 SMA again at the end of the month. As soon as both are above it, invest the full amount from the strategy in LU0411078552 again - correct?
My consideration now is
50% FTSE All-World (B&H)
30% gold or similar (B&H)
20% 2xSpy
So I could test the strategy a bit and compare it with the FTSE All-World.
My portfolio is now at +100k. Of that, I only have 33k invested in individual stocks and ETFs. Rest just cash - which is just right after 2xSpy.
To understand and apply your strategy correctly, you would now invest the full amount in LU0290358497 until IE00BDZVH966 and IBC5 Tradegate (S&P 500) are both above 200 SMA again at the end of the month. As soon as both are above it, invest the full amount from the strategy in LU0411078552 again - correct?
My consideration now is
50% FTSE All-World (B&H)
30% gold or similar (B&H)
20% 2xSpy
So I could test the strategy a bit and compare it with the FTSE All-World.
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11
•8Mês
@portfolio_genius_pxvmr Yes, sounds good. Make sure that with SP500 the index itself and not the German ETF is quoted above SMA200.
I think your allocation makes sense to start with. 50% classic WeltAG B&H, 50% other strategies. I would probably do the 20% spytips the same way. I myself am starting with around 10% and want to increase it to 15-20% in the medium term, depending on how the rest goes.
The 30% gold is the uncorrelated part of the portfolio, I would call it the monetary part with gold. Here you can also consider diversifying a little into BTC. So 25-5 or 20-10. This brings some volatility into the portfolio, but in the weighting you have an overall risk of perhaps 3-7%, the chances are much higher. If necessary, you can also run an SMA200 via BTC, which significantly reduces the risk even further.
So my adjusted proposal:
50% world AG
20% gold
20% 2xSpytips
10% Bitcoin
I think your allocation makes sense to start with. 50% classic WeltAG B&H, 50% other strategies. I would probably do the 20% spytips the same way. I myself am starting with around 10% and want to increase it to 15-20% in the medium term, depending on how the rest goes.
The 30% gold is the uncorrelated part of the portfolio, I would call it the monetary part with gold. Here you can also consider diversifying a little into BTC. So 25-5 or 20-10. This brings some volatility into the portfolio, but in the weighting you have an overall risk of perhaps 3-7%, the chances are much higher. If necessary, you can also run an SMA200 via BTC, which significantly reduces the risk even further.
So my adjusted proposal:
50% world AG
20% gold
20% 2xSpytips
10% Bitcoin
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•@Epi I like the customization. I'll give it a try. Thank you very much! Now I just need a good platform with which I can display the graphs - and then I'm ready to go!
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8Mês
@portfolio_genius_pxvmr Try portfolio performance. I like it.
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