3D·

Reallocation to VWRL

Now only $VWRL (-0,09%) and $TDIV (-1,28%) in a ratio of 80% | 20% in the portfolio. I am now thinking about how I can add more assets to the portfolio and, above all, how much of them should be added to the portfolio.

11.07

Vanguard FTSE All-World ETF

Comprado x147 em € 128,90

€ 18.948,30

11 Comentários

Klein-Anleger1@Klein-Anleger1

Gold and Bitcoin at 10% each would be my suggestion...

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TaubeSmash@TaubeSmash

@Klein-Anleger1 The weighting is about right, but both are currently valued far too highly for me. The money is currently flowing into the ETFs. If the valuation changes, I will open the first positions

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K@TechNav

$QDEV 10-15% but have a look at the information from the index creator S&P global. Compare it with a world index over 5 years:

https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-developed-quality-fcf-aristocrats-index

Here is also a bit about the methodology:

https://www.ssga.com/fr/en_gb/intermediary/insights/weekly-etf-brief-17-12-2024

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TaubeSmash@TaubeSmash

@TechNav What is the idea behind it?

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K@TechNav

@TaubeSmash you have separated yourself from the fidelity quality index and opted for the FTSE all world (where only market capitalization plays a role).

The idea behind this is to bring quality back into your portfolio without having to sacrifice returns.

This world index even outperforms the all world.

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Stefan@Da_Fischi

SmallCaps $WSML could be added.

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TaubeSmash@TaubeSmash

@Da_Fischi What is the idea behind it?

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Stefan@Da_Fischi

@TaubeSmash On the one hand, more diversification (so far you "only" have large and mid caps in your portfolio) and on the other hand, the somewhat higher volatility could mean a correspondingly higher risk premium.

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Thomas@Thomas_1963

I have too. Plus 20% from $ISPA and 10% $4GLD.

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flowriii@flowriii

@TaubeSmash How do you plan to replace the Fidelity in terms of monthly cash flow or are you going completely into other asset classes?

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TaubeSmash@TaubeSmash

12H

@flowriii everything went to $VWRL and it also pays out 4 x a year. I've moved away from the idea of receiving a payout every month. The concept is of little use if it is only designed to receive a monthly payout and you hold underperformers in return.

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