The industry term is “Systematic ETF” or “Fully-systematic ETF”.
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.
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!
it’s a 3a, so I’m not worried, it can run a lot more years ![]()
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
The Rapper 50 Cent, Adjusted for Inflation:
(The rapper will be adjusted as soon as you select a different value in the graphic.)
Two days since we went off track discussing ETFs and other boring stuff.
Time to get back on AI:
(via Twitter)
Of course the problem is solved, this time is different!
You read it here first and even liked it @Your_Full_Name!
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. ![]()
Hey, I’ve been a member (in club noob) since I was born…
![]()
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.
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 …
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.
/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
![]()
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! ![]()
The USD is losing its reserve status — in real time.
Do you remember when people used to say, “One day the US dollar will lose its value”?
Well, that’s exactly what’s happening now — and at a rapid pace.
However, investors aren’t really fleeing into other currencies. Sure, the Swiss franc is holding up well, but it’s nothing compared to gold.
So, do investments in USD (like dividend stock ETFs) even make sense anymore?
Bonds are the investments in their respective currency.
Dividend stocks are still stocks, hence, they’re tied to the prospect of their companies. If the USD weakens, theoretically, having expenses in USD is a good thing, and it helps exports. As for the revenue side of things:
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not all dividend companies have a huge chunk of their revenues tied to the USD → there are probably funds/companies out there that would be more resilient to USD depreciation.
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One question we should be asking ourselves is “are the revenue prospects of this/these company/ies in jeopardy?” Even US companies with a domestic activity can be resilient to changes in value for the USD.
So as usual with stock picking it’s a matter of identifying the wheat from the chaff. The alternative being to just buy the haystack and keep buying more of it come hell or high waters.




