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Investment portfolio

4EC
@4EC_NBA
30-dic-2024 21:26
#1
What do you think about this portfolio as a long term investment?

The monthly investments are done in the same percentages


Would you change anything?

EDIT with the new portfolio:

62% IE0031442068
iShares Core S&P 500 UCITS ETF USD (Dist)

8% IE00B3F81G20
iShares MSCI EM Small Cap UCITS ETF

4% IE00BQN1K901
iShares Edge MSCI Europe Value Factor UCITS ETF

2% IE00B4L5YX21
iShares Core MSCI Japan IMI UCITS ETF

2% Berkshire Hathaway

2% Replication of ARGT (MELI, YPF, GGAL, SSRM, TEO, DESP, CEPU, BMA, TGS, PAM, BBAR)

10% BTC

10% Gold XAU Revolut

—————————
Previous portfolio:


64% IE0031442068
iShares Core S&P 500 UCITS ETF USD (Dist)


8% IE00BYX2JD69
iShares MSCI World SRI UCITS ETF


8% IE00B6R52259
iShares MSCI ACWI UCITS ETF


10% Gold XAU Revolut


10% Bitcoin
Editado: 05-ene-2025 13:49 -
Macarrona
NO SOY EL DE LA FOTO
30-dic-2024 21:30
#2
Carrying SP500, MSCI World and MSCI World ACWI in the same portfolio doesnt make any sense because 66% of ACWI and 73% of MSCI World are the SP500 companies themselves (and 90% of ACWI is MSCI World)
4EC
@4EC_NBA
30-dic-2024 23:00
#3
Cita de Macarrona
Carrying SP500, MSCI World and MSCI World ACWI in the same portfolio doesnt make any sense because 66% of ACWI and 73% of MSCI World are the SP500 companies themselves (and 90% of ACWI is MSCI World)


What could be an option to substitute the MSCI and the ACWI?


Looking into covering the rest of the world apart from US with the MSCI substitute and purely emerging markets with the substitute of the ACWI
Macarrona
NO SOY EL DE LA FOTO
30-dic-2024 23:05
#4
Cita de 4EC
What could be an option to substitute the MSCI and the ACWI?


Looking into covering the rest of the world apart from US with the MSCI substitute and purely emerging markets with the substitute of the ACWI
The US is already (and majority) present in both of MSCI World and ACWI among other countries.

You can add Small Caps or Emerging markets to increase diversification.
4EC
@4EC_NBA
05-ene-2025 13:49
#5
Portfolio updated with the changes done
depuniet
Miembro Viril
05-ene-2025 15:00
#6
Hola qué ventaja tienes en XAU Revolut VS MyInvestor? O es por no estar en España?

Luego está el miedo a que te bloqueen
Editado: 05-ene-2025 15:05 -
4EC
@4EC_NBA
05-ene-2025 18:24
#7
Cita de depuniet
Hola qué ventaja tienes en XAU Revolut VS MyInvestor? O es por no estar en España?

Luego está el miedo a que te bloqueen

I use Revolut as one of my main banks, that’s the only reason.


Cita de Bur
Change all stocks and funds to just one, indexed to the msci world.

Then add the rest (crypto, gold, bonds, whatever you want)

Maybe keep the Argentinian stuff if you really want extra exposure to that country

What about the coverage of small caps?
chukuchuku
ForoCoches: Usuario
05-ene-2025 21:44
#8
Looks great! BUT you miss a bit more of BTC and the winner of next years: CHINA
4EC
@4EC_NBA
05-ene-2025 23:16
#9
Cita de chukuchuku
Looks great! BUT you miss a bit more of BTC and the winner of next years: CHINA


Any suggestion regarding China?


DE000A0F5UE8
iShares Dow Jones China Offshore 50 UCITS ETF (DE)




I may adjust the small caps from 8% to 5% and Europe from 4% to 3% and use that extra 4% for:


3% China
1% extra for Argentina
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