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Cycle ETF and ETC strategy

Tricycle

Last Login: 08/14/2021


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Trading idea
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+41.3%
since 8/4/2019

+8.1%
Ø-Perf. per year

+5.0%
Performance (1yr)

20.7%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

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Trading Idea

The idea of this protfolio is to build mid to long term ETF and ETC portfolio to deal with potential economic risks in the comming 3 to 5 years, like recession and inflation which occure in cycles over and over again through out the history. Pecious metals ETCs and mining ETFs will be used to try to save the value of your investment and make potential profit from a potential financial crisis. When the economic risks have lowered substantially the portfolie will be adjusted accordingly. That means that all ETFs of mining stocks will be sold and the percentage of ETCs of precious metals will be lowered drasticly. The potential profit will then be invested in tech and industry ETFs for a longer period of time. The foundation of the portfolio will be ETFs and ETCs to allow investors with little money to invest and to participate with savings plans. Because of savings plans investors will benifit from the cost average effect that reduces the relevance of marked timing for there investment significantly. The plan is to hold the protfolie for aproximatly 3 to 5 years with minor adjustments in this period of time. For decision making I will use all available free sources that I can find to make decisions in respect to market development and psychology.

Master data

Symbol

WF000HPZHF

Date created

08/04/2019

Index level

-

High watermark

146.1

Investment Universe

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