ETFs: I would do without the Momentum MSCI and add a gold or gold producer ETF instead. In my opinion, these momentum ETFs are always "a bit late" and rebalance too slowly or too rarely. I would then perhaps split 60/20/20. You can let shares run as long as you like them.
@Olli68 Yes, good, but rather outperformers in the long term. Another benchmark would have to be made. Because he writes about a long investment period.
@SchlaubiSchlumpf Look at 1970-80, the first major bull market in gold. We had stagflation in the US and a weakening dollar. We will get stagflation again (Powell said it "somewhat bluntly" last week) and the dollar will weaken further as the Fed loses some of its independence again. It's all like the 70s. In the 1970-80 period, the price of gold rose from 35 to 850 dollars.
@SchlaubiSchlumpf Ok, I was just giving reasons for my opinion. If you justify gold's bull run solely on that basis, I think that's a bit short-sighted. But that's ok. 👍
