Chronicles of 2025

TBH you have various dividend ETFs, value ETFs, quality ETFs, yield ETFs, ETFs using joint metrics etc.

e.g. Avantis/Dimensional have some well published value+profitability ETFs, and Cambria has a total Yield ETF.

You may not like the mechanism or TER of these but there are definitely mechanical ETFs out there.

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Yes there are, thanks for mentioning that. If you use one of those that fulfill your requirements you don’t need to build your own ETF like I do.

But still, you need a “mechanical” approach to position and money management. Otherwise you are in danger of losing a lot due to behavioral errors in key moments (buying high and selling low).

The industry term is “Systematic ETF” or “Fully-systematic ETF”.

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oh yes, my 3a MSCI Quality portfolio is in ±0% YTD this year, the value hedged + gold hedged + BTC + RE “crash course” portfolio is up 80% YTD - crazy.

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Normal, so don’t act on it. But if you do 60-90% in one of your strategies, the others should do just fine. Don’t get excited, don’t get scared!

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it’s a 3a, so I’m not worried, it can run a lot more years :slight_smile:

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Just contributing to 2025 chronicles

Swiss investor‘s perspective this year for favourite assets on this forum. Some are just proxies as multiple instruments exist for same idea

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The Rapper 50 Cent, Adjusted for Inflation:

(The rapper will be adjusted as soon as you select a different value in the graphic.)

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Two days since we went off track discussing ETFs and other boring stuff.

Time to get back on AI:

(via Twitter)

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Of course the problem is solved, this time is different!

You read it here first and even liked it @Your_Full_Name!

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I did indeed which is why I replied to your post from two days ago in the first place?

The deeper sense of your new reply now escapes me, though. Please accept my apologies.

I’m such a noob. :clinking_beer_mugs:

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Hey, I’ve been a member (in club noob) since I was born


:hugs:

Nah, you were not. Early adopter nerd.

Now we’re just old(er). I wonder when I would make fun of myself not being able to use a modern software. Time has come.

I went straight from IRC (Irssi) to this forum skipping a bit of the internet life in between. Had some ICQ chat experience I admit

I have to find a way to use VIM here especially with this happening.

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In still using IRC 
 though I use some bouncer that supports mobile clients these days instead of irssi. Much nicer if IRC is your conference chat 


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discourse actually has some vim-like keyboard short cuts. try ? to see them.

use j/k to navigate posts etc. o to open. ‘g l’ to go to latest view.

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/whois JEPG

ASL?

Damn this took me back many years, I think it was pre-2000 that I was starting my trolling journey in mIRC

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:joy: :cry:

Well I have to check if I can still boot a computer with a keyboard.

From two of the Twitter accounts I follow:

(Last AI post for the week, I promise)[$]


$   Thank god tomorrow’s Monday! :wink:

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