1Ano·

Secure reallocation and 5% p.a. effective annual return.


Bond allocation now at 15 percent, target achieved. Now we will only continue to invest via a savings plan with a 15 percent weighting.

16.09
iShares $ Treasury Bond 20+yr ETF D logo
Comprado x890 em € 3,358
€ 2.988,91
9
7 Comentários

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How did you arrive at 5%?
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@ScalpingSteve effective annual return, i.e. with price performance
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@Puth1990 which will hopefully still increase, I am also expanding further
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@ScalpingSteve have increased my stake to 18 percent of my portfolio.
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@ScalpingSteve you can read the effective annual return in the Facesheet
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@Puth1990 is not developing as hoped, I will sell my last shares. How are you proceeding here?
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Continue to hold them in the portfolio. 10-year yield remains stable at 4.2%, currency losses spoil the performance somewhat. Still saving via savings plan, but slightly underweighted. I am currently at 10 percent of the portfolio
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