Coronavirus: when do we reach the bottom of the dip?

[glina]

I never held VT, ever.

I descirbed my portfolio roughly in this forum post:

Adding All-Country-Equal-Weight tilt to portfolio

According to this research, an Equal Weight All Country portfolio generates superior long term returns to typical Market-Cap weighted portfolio: A possible explanation to this outperformance lies in rebalancing of emerging market countries, which show more volatility and less correlation then developed countries, which is plausible. I have found other online references to this notion, however authors usually came to the conclusion that costs associated of running such a portfolio are likely …

Core is VTI+VGT+VEA+VWO but I also have approx ~1% portfolio value in every EM country separately. Also separate tilts to EMU and APACexJapan to lower the relative weight of Japan and the UK in VEA. The whole idea of this portfolio was to gain outperformance by rebalancing which used to happen every couple of months. With the volatility we have now, it happens every second day.

Overall 25 positions plus some speculative single stocks, but I’m fighting with myself to abandon single stocks completely (still losing).