Too early. The market often flip flops between risk on and risk off.
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When would we buy the dip without dipsâŠ
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Or will it finally go up in flames ? 
Whatever we say 48% decline is very painful for BTC buyers who bought at 125K.
Of course much better than MSTR investors at ATH who have lost 76%
Iâm going to Omaha to tell Buffett to stop being profitable and if possible, stop generating revenue so that BRK can start making some real returns!
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Theyâd gather some sympathy if most of them werenât fedoras.
If you link the article (I canât find the article), we can all send a message to the redaction.
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Itâs been a funny week. We had silvermageddon last Friday. Then a large dead cat bounce which almost recovered the whole of my portfolio. Then gravity returning for silvermageddon II.
Iâm interested to see what Trump has in store for us this weekend!
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It was a special edition âFinanzratgeber 2026â, maybe print only. This guy mentions the article:
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And it is not over yet. My mechanical portfolios did not have a lot of correlation with the indices before. But this year they completely detached from the indices, which are basically a few big caps and hundreds of non-relevant smaller companies. You buy a lot of past high flyers and almost nothing of what will rise. But after 10 years or so of praying to the holy ghost of index ETF that does not matter too much. Or does it?
YTD of indices: SP500 -0.69%, Dow 1.76%, Nasdaq -2.78%, Russell2000 3.86%.
YTD of my mechanical strategies: dividend +7.94%, momentum +13.71%
OK, momentum performance is explained by high risk. But the dividend portfolio was probably saved only by the value factor contained. And of course by the allocation model which is basically same amount for every position.
BTW: the dividend strategy has no secrets, I did publish all the rules in my mechanical investments thread. The momentum strategy has some original rules which I did not publish. It doesnât really matter, but the reason was that I often have to trade in not very liquid assets and there I want to be⊠alone.
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JĂŒrg Zulliger, Redaktor Wirtschaft NZZ & NZZ am Sonntag, the author of the Linkedin post, published the following link: Einen Moment bitte, die Ausgabe wird geladen...
Maybe we need to point them to this forum where this has been discussed to death?!
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Congrats.
You quoted from âFinanzratgeber 2026â. According to the disclaimer of NZZ:
Finanzratgeber 2026 ist ein Schwerpunkt des Unternehmens NZZ. Beilagen werden nicht von der Redaktion produziert, sondern bei NZZone von unserem Dienstleister fĂŒr journalistisches Storytelling: NZZ Content Creation.
The article about ETFs was written by Mark Baer. On Linkedin I find a person with that name and the bio:
Ich arbeite seit vielen Jahren als Journalist fĂŒr verschiedene Sonntags- & Tages-Zeitungen und Magazine. Meine kleine Agentur bietet verschiedene Kommunikationsdienstleistungen: Beratung, Texte, Videoproduktionen, Medien-Coachings, Moderationen und mehr.
I would therefore suggest you specify your quote with this additional information.
My portfolio is so diversified it basically hasnât moved at all the last couple days.
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I think on Wednesday mine was at ATH even! Now itâs some basis points down from ATH but nothing more than noise.
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Curious, what do you have in there? I have a mix of MCW + SCV and while the end result is it barely moving, the past week or saw daily swings by like 2% up or down a couple of times.
Yeah, âmini Jojo-ingâ here too. I would basically call that stableâŠ
Though on second thought, (I havenât looked too frequently but) more in the range of 1 than 2% I would say.