[Poll] Portfolio Tilts (Regions/Factors)

What are the tilts (vs. “market” / if any) for the stocks part of your portfolio?

1. Regions/Markets

  • No tilt here
  • Weak/some tilt
  • Strong tilt
0 voters
  • Switzerland
  • USA / North America
  • Europe
  • Asia
  • Developed Markets
  • Emerging Markets
  • Others
0 voters

2. Factors

  • No tilt here
  • Weak/some tilt
  • Strong tilt
0 voters
  • Quality
  • Value (incl. SCV)
  • Growth
  • Size (Small/Mid)
  • Size (Large)
  • Dividend Yield (High)
  • Dividend Yield (Low)
  • Dividend Growth
  • Momentum
  • Low Volatility
  • Others
0 voters

3. Sectors

  • No tilt here
  • Weak/some tilt
  • Strong tilt
0 voters
  • Technology
  • Consumer Discretionary
  • Consumer Staples
  • Financials
  • Industrials
  • Health Care
  • Energy
  • Materials
  • Utilities
  • Telecommunications
  • Real Estate
  • Others
0 voters
2 Likes

My tilt is mainly for home bias purposes

Overweight CH & IN

Rebalancing via contributions rather than buy/sell

2 Likes

Ahh
I just use following ETFs

VT or WEBG
CHSPI
FLXI

And try to keep overall CH exposure around 10% (including what’s inside VT and also within 3a funds which use Large caps and small cap funds for CH) . Similar 10% for IN

This act more or less reduces my US weight. But I try to be around 50% for US. It is still a lot in my opinion (from risk management perspective ) but don’t know where else to overweight :slight_smile:

This of course means the big 3 of Switzerland would go above 1% per stock for me.

1 Like

I also have a 10% allocation to Swiss stocks (excluding allocations of global funds, though), however, the above is a reason why I split it into two parts. 5% SMI and 5% for smaller Swiss companies.

For the latter I started with SPI Mid/Extra, like @oslasho, but have now replaced half of the allocation with 5 individual Swiss stocks where the majority of revenue is domestic. I prefer that for my home bias.

4 Likes