Let’s see:
Are you confident you’ll outperform “the market” with your equity portfolio - in the long run & based on skill/style/selection (not counting leverage)?
- Yes
- No, trying my luck though
- Not trying
- Other
0
voters
Yes, by overweighting US and completely ignoring EM.
5 Likes
Same. I would not bet against USA right now.
No. Core asset is 100% VT invested on taxable
Others supports (2nd pillar, 3A, assurance vie française)
I slightly overweight EM, CH Mid/Small cap, and EU Mid cap. Higher dividend yield without tax index funds are better there 
3 Likes
No. I am mostly tilted towards lower growth/volatility stocks.
No, but diverging from the market as a micro-activist investor who wants to choose where their money goes (or rather will when I’ll get back my ability to invest in stocks).
Same. 100% focus on USA (e.g. VTI or MSCI USA TR based ETF in 3a and Freizügigkeit).
Started with VTI + VEA + VWO + VIOV, but switched to VTI only.
I have done stock picking twice (for me at that time larger sums).
- Cloudflare ($NET): +2’968 USD
- Idorsia ($IDIA): -1’915 CHF
I think you have to do it once, after that you know your own risk tolerance better. I now only invest in a world ETF. Simply because I don’t have time and because I don’t really understand anything about it (stock picking without a clue feels more like gambling to me).
No
Most likely I will underperform as I have underweight USA 
Mostly for risk management
10% CH, 10% IN, 80% Rest of world
If I count just the equity aide of the portfolio, I expect to slightly outperform over the lingterm by something like 0.5%-1% after taxes, compared to VT.
Combination of multi-factor funds and tax optimization.
I have overweight a bit the Swiss shares to have about 90% VT and 10% SLICHA. On 3a it’s about 80% World ex CH and 20% SPI, ignoring EM.
Quite satified about the overall performance but sure it’s less than the S&P500 alone 
I have that on my radar as I llike the products, but I could never bring myself to pay huge valuations for a company that seems to make bigger and bigger losses. I do hope they turn things around earnings-wise - they are growing the top line nicely and do have some great services, so I do see a path to profitability for them. It’s just tough to invest when they are in full investment mode and you have to trust it pays off years down the line.