ETF portfolio, time to rebalance?

After accumulating heavily between May and July, the time to rebalance the ETF portfolio is approaching.

It has been a planting year, the partial harvest could come very soon. Despite the difficulties, everything is proceeding as it should, especially on the MSCI World, which has held up very well a complicated year like 2022.

The complete portfolio is up 12.5% after the last rebalancing, if we also take into consideration my trading strategy connected to it, we arrive well above 20%.

Not bad in terms of resilience in a year where my stock portfolio closed with a drawdown of -7.5%, supported by Apple and Amazon who underperformed anyway.

Partial sale target €79.50

For other assets contact me privately

Happy trading


DISCLAIMER: I am not a financial advisor. These posts, videos, and any other contents are for educational and entertainment purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.

Lazy Bull