6Mês·

Blog post:

I currently invest 60% of my savings plan in the $CSPX (+1,53%) and 40% in the $EXSA (+0,49%) . Now, after Trump's election victory and possible punitive tariffs on European products, I am considering whether a switch to 70% S&P 500 and 30% Euro Stoxx 600 would make sense in order to increase returns. What do you think - could a higher proportion of the US market currently bring a better return?

8 Comentários

David@davidk3112

6Mês

Remove the European yield brake completely and if something else then MSCI Asia

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Tenbagger2024@Tenbagger2024

6Mês

@davidk3112
A good question, but the USA is also overvalued - perhaps a consolidation is coming here.
Valuations in Europe and Germany are more attractive and should rise soon

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Tenbagger2024@Tenbagger2024

4Mês

@Tenbagger2024
Mostly it was recession, oil price crisis, Black Monday was fear of the Great Depression, 2001 - it was the dotcom bubble, 2007-2009 the real estate bubble was to blame, 2020 it was Corona ,

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Alexander F.@Alex_DSZL95

6Mês

Good plan - I think the USA can perform much better in the next few years.
I would cover Europe with individual stocks that you are convinced of.

Alternatively, you could do 80/20 and put the 20% in an emerging markets IMI

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