What's your asset allocation - graphical view

It’s a ticker symbol. it’s essentially a tail-risk hedge ETF using heavily OOM options and BOXX.

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Thanks

link?

seems quite reasonable!

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I personally find it a bit cheesy.

:wink:

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That’s very interesting, I was actually looking for something like that and couldn’t get my head around the Managed Futures. Do you get it on Swissquote (so PostFinance should also have it), did you have to waive that you’re not a professional investor (sticking point for me, I can’t bring myself to click yes).

On topic, edit: can do a graph

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Not really overthinking the allocation but thinking about my risk tolerance itself .

I feel I often say I have high risk tolerance but maybe I don’t

I looked at asset allocation just now and see that I made progress on the pension:

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(replying here, since it’s more appropriate)

As others have stated - no one selection is fit for all - it depends on so many factors (life situation, risk apetite, opportunities etc.).
And the results don’t necessarily mean the choices are right (or wrong).

But here is my rough allocation as of today:

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For 2025, I feel safe with my amount of cash and bonds so I’ll grow more my equity allocation.
I’d like to grow my asset allocation to 70% in the next years.

I also like to remember my risk progression since my first serious investments in 2016.

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percentages (at least in some rows) seem to sum to more than 100

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is this done with a specific tool or just the good old excel?

I’ve created it on this page, but it’s not very convenient: you have to edit the code manually.

Excel has a sunburst chart too

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Here’s our asset allocation as of the end of 2024.

Our pillar 3a is higher than our 2nd pillar and we expect that to continue for the next year.

Our stocks are 85% VT and 15% SLICHA.

Our portfolio is split 70/30.

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I think you need a bit more bitcoin!

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Excuse the direct question, but whats the total NW?
BVG and property is tiny compared to btc.

My wife would kill me with this allocation :rofl:

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To me it means nothing if we don’t know the numbers, like you can have 9k in bitcoin, 1k in 3a, 1k in cash. It’s not the same to be 90% Bitcoin with a net worth of 2 millions or be 90% in bitcoin with a networth of 20k …

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