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Old 03.04.2020, 12:34
spark spark is offline
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Re: Buying ETF's in Euro to create Ray Dalios Allweather fund allocation

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Buying ETF's in Euro
Trading currency of ETF shares doesn't matter. If you can't comprehend this simple fact, you shouldn't be investing.

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This is the recommended allocation. What would be a good European version of this that can preferably be made on Degiro? Maybe InteractiveBroker.

Also in regards to the new limitation of Europeans buying american ETFs. Do we have some EU version so we won't experience not being able to buy the ETF anymore as regulations tighten?
Interactive Brokers has no restrictions on buying US ETFs for swiss residents and offers very cheap fx conversion, you can't go wrong with picking it.

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40% iShares 20+ Year Treasury ETF (TLT) +15.96% YTD
Very limited upside as now IMHO and risky bet should the dollar depreciate. Understand what exactly you're stepping into with it: you're locking a massive amount of capital into 20 year treasuries yielding just 1% per year now, for 20 years! If interests drop to 0%, you get another +20% and that's it, end of the line. I doubt we'll see the greenback hitting negative in foreseeable future, but even then it's another +10-20% tops. In dollar terms, who knows how its value will evolve with massive money printing that's going on right now.

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So you are living in Switzerland, you are from Europe and you are building a portfolio screwed towards the dollar and the US economy... why?
Frankly I don't see a big problem with that. US stock market is the greatest market you can invest in today and for good reasons. What's the alternative you're proposing? Put everything into SMI a.k.a Nestle Roche Novartis?
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