Hello Swiss Investors
I found my passion for ETFs and have worked on a Portfolio that I believe in.
30 VOO
25 QQQM
20 AVUV
15 IDMO
10 AVDV
25 International and quite balanced factor loadings. Investment horizon 25y.
Thanks for your feedback!
Greetings
Sarah
Hi and welcome!
So
30 % S&P 500
25 % NASDAQ 100
20 % US small cap value
15 % IDMO - S&P Intl Developed Momentum
10 %International Small Cap Value
Not my cup of tea but I guess you have your reasons and should be able to explain.
Questions I have for you:
Why the first two, not a broader index?
Why the first two and not only one of them?
Why 75% US?
Why no emerging markets?
Why 30% small cap value?
Why IDMO?
What do you mean with “25 International and quite balanced factor loadings.”?
Questions I have for you:
Why the first two, not a broader index?
Why the first two and not only one of them?
Why 75% US?
Why no emerging markets?
Why 30% small cap value?
Why IDMO?
What do you mean with “25 International and quite balanced factor loadings.”?
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Please see below:
This combination reflects my preference for U.S. large-cap stability with a growth bias, tailored to capture higher returns from tech-heavy sectors while maintaining a diversified U.S. core.
Why the first two and not only one of them?
Including both VOO and QQQM, rather than just one, balances broad market exposure with a specific growth tilt.
Why 75% US?
Strong believe in the US Stock market and balancing my 80% home country bias.
Why no emerging markets?
I can’t invest in China, but also do not feel comfortable with EM political and economic risks.
Why 30% small cap value?
The 30% weighting is significant but not excessive, aligning with my growth-oriented strategy that accepts higher volatility for potential outperformance.
Why IDMO?
I think this risk factor works like a charm with QQQM in Bull runs, is one of the most interesting ETFs I have seen in a while Ex US.
What do you mean with “25 International and quite balanced factor loadings.”?
25% international diversification, sufficient for my beliefs.
Please look at the graph for a nice mix of factor exposure.
Do you want advice, or don you seek re-confirmation of what you were doing? If you want advice, I would tell you that you were performance chasing bothbon countries (way too much US) sectors (Nasdaq) and Factors.
Unless youbhold an US Passport, and see your future over there, … I would recommend to urgentl teim back to market weight US shares. Further, to move away from individual „narrow and shallow“ ETF to broad and deep ones like an FTSE World.
Curious about this: what is the underlying characteristic that you are looking for: Nasdaq 100 listed companies (QQQM) or Tech (VGT) or Growth (e.g. VUG, MGK, etc) or Momentum (MTUM, VFMO, etc) or Profitability (DUHP).
Are you looking at factors as the consequence of fund selection or interested in higher loadings for certain factors and then looking for funds that implement those factors?
Tech, growth, momentum can look similar today but change over time. So pick fund that implement what you want by design and not by coincidence in last 10-15 years.
That is a good advice! I want a growth tilt and VUG is a good idea!
Another question: Why do so many Losers Go with 60 VT 40 VXUS?
Because they are tired of winning.
(PS 60:40 VT:VXUS would significantly overweight ex-US, not sure that’s what you meant)
You lost any credibility of being a quality contributor.
PS yesterday outside my gym is saw a YUGE Cadillac Escalade, it had a TRUMP sticker on it, I felt some disgust and went to take a closer look and saw it said “TRUMP Making Liberals Great Again”. Kudos 
To be fair VT+VXUS is a bit stupid when you could do the same allocation with VTI+VXUS and save on a massive 0.02% TER 
Since when is VT = VTI?
The risk is too high to get extra returns, which can’t be in your interest.
Did anyone say that? For any portfolio VT+VXUS, you can construct the same with VTI+VXUS (VT = 0.6 * VTI + 0.4 * VXUS approx)
There is nothing to suggest tech sectors will outperform in the long run, if they do then it’s already captured in the market cap weighted indices because they will make up a larger part of the market.
As well it doesn’t seem growth stocks would outperform or provide any protection, perhaps use a US momentum etc to get that “growth” exposure because it seems you want momentum but are getting it in a less than ideal way.
I suggest the below video
Great video!
Yes, it is helpful to get the desired exposure in a direct way rather than by Chance and could Potentially change any time.
