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Old 26.11.2020, 10:28
gipfelisturmer gipfelisturmer is offline
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Re: VIAC 3rd Pillar - ROI seems off

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As many here probably, I am using VIAC app for my 3rd pillar and I am 97% invested in equities.

...

using as benchmark SPY (please see screenshot attached), which has increased by 66% since March bottom, it looks like whatever funds VIAC is investing in is not even returning half of what SPY did since Mar20.
Well, quite simple really.

Global 100 (97% stocks) contains less than 32% of US (the fund that ASITUS above linked to).
So you only got roughly 1/3 of the US (mental) rise, and then whatever else might have been tacked on by CH, rest of the developed and emerging world.

Was that not obvious to you when you were choosing the allocation strategy?
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