If you had to put all your investments into one single asset?

Investing / Portfolios
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If you were forced to sell all your current investments and subsequently had to put it back in the market entirely into one single asset (i.e. a specifical individual stock, ETF, (crypto) currency, etc.) and hold it for the next 10 years, where would you put all your money and why?

Not asking for asset class but actual individual asset.

I’ve been giving this some thought as I intend to streamline my holdings to a smaller list. The ultimate would be simply one single asset although it would take the fun out of investing (and perhaps add too much risk). Forcing the discussion around one single asset sharpens the trade-offs a bit. I’ve not (yet) concluded on what mine would be - likely an ETF and likely one which does pay out dividend as I am in a phase where I want/need that to pay for day to day expenses. Am still questioning whether a more focused one (e.g. oil/gas pipelines) or a broader one.

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Probably something broad and with low costs e.g. VT ETF, or maybe even BRK.B if I wanted to avoid dividends.

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3

Accumulating cheap global stock market ETF, in case you had any doubts.

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4

Am curious, reasons you’ve not actually gone down this route (or at least put vast majority into this)?

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I decided on S&P 500 ETF (IVV and VOO split between 2 brokers). I’m betting on most innovation in the next 20 years still happening in the US. And I am also betting on large caps receiving more of inflowing capital (compared to small caps). I’m also betting on the US market outperforming the USD depreciation vs CHF by a large margin.

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Some efforts in tax optimization.

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7

Had to be said: Bitcoin. There is no second best.

(… but I’m down now to about 85% from 97% highs of NW flowing into CHF cash, gold and “top” 5 Swiss shares - see stockpickers thread)

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8

I would go all-in VT.

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10

All of my long-term investments are in World ETFs. However, these are investments that I will only need in 20-40 years. VT (TER 0.06%) at IBKR and FWRA (TER 0.15%) at Saxo. The reason is that it allows me to sleep more peacefully. Questions such as “Should I add more Europe to my portfolio?” don’t arise, as I have decided on World ETFs as my overall strategy.

And with VIAC 3a, I chose Global 100. I am aware that Global 100 has a lot of Swiss exposure. But that doesn’t matter; the main thing is that I don’t have to make any further decisions.

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JEPG in a heartbeat.

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I was going to recommend the Goofy ETF, but it’s down 0.72% today as of now.

(Maybe buy the dip? :wink: )

More seriously: the φέτα guy already nailed it in his post above.

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Do you get US withholding tax back through the DA-1 form?

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AFAIK dividends are payed out in USD, not so practical but else I like the idea :upside_down_face:

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That shouldn’t be a problem, if you use a broker (cough… IBKR) with low FX fees.

16

I would go for PNG, as you’re guaranteed no losses.

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17

Obviously medallion fund from renaissance :grinning_face_with_smiling_eyes:

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18

Cash, and then spending it on alcohol. Nowhere else you get that much percent!

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I’m expensive, but worth it. Looking forward to it!

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Ucits IE fund, large part of its income tax-free in Switzerland (options premium, dividends are taxed). Nicely reported in ictax. No DA-1 hustle hassle.

Not an investment advice.
I don’t hold JEPG.

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I don’ consider this a hustle if it helps me to get money back.

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