My target portfolio

Looks good, like the visualization :nerd_face:

Question if I may? How do you invest in trend? Your own moving averages? Or did you spot a cost effective fund that does the trick for you?

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There questions

  1. long term targets have rising equities. Is it mainly for generational wealth transfer purposes?

  2. the real estate is equity in real estate property or mainly via funds?

  3. would your consider Swiss real estate funds as a high Risk part of your portfolio or low risk? Just asking because of very high price / rent ratios

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Maybe you want to consider naturally hedging out some of your costs e.g. to cover rental costs, buy a home. Or indirectly, to hedge costs of consumption buy companies that profit from that consumpion.

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potentially, yes.

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