Mentioned
iShares MSCI ACWI UCITS ETF
IUSQ.DE
2.52 (3.15%)
S
82.58
B
82.87
iShares Edge MSCI World Momentum Factor UCITS ETF
IS3R.DE
2.83 (3.97%)
S
74.14
B
74.42
SPDR Gold
GLD
1.25 (0.52%)
S
244.31
B
245.06
iShares Treasury Bond 0-1yr UCITS ETF
IBCC.DE
0.1001 (2.26%)
S
4.5326
B
4.5507
Xtrackers II EUR Overnight Rate Swap UCITS ETF
XEON.DE
0.220 (0.15%)
S
143.648
B
144.094
OrionCapital
OrionCapital
0%
OrionCapital
France
4 months ago
Dear copiers, We ended the month of May with a good performance of +1.83% thanks to the stocks market. Since the begining of the years we have a +7.77% performance with low volatility. I choose to close our position on $IUSQ.DE , and relpace it by a msci world momentum etf $IS3R.DE which perform better due to its momentum factor. I also added a world small cap etf and an emerging market etf. Please find below our current allocation, concerning the annualized dividend yield it stable at 2.50% . Our risk score stays at 3 which is a good point. Stocks :50.29% Gold $GLD : 14.73% Commodities: 10.04% Cash $IBCC.DE, $XEON.DE (Fed funds and Ester) : 24.94% Don't forget to check out my quick presentation video on my YouTube channel: 👉www.youtube.com/@OrionCapital/about👈
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6 Mentioned Show all
iShares MSCI ACWI UCITS ETF
IUSQ.DE
iShares MSCI ACWI UCITS ETF
iShares Edge MSCI World Momentum Factor UCITS ETF
IS3R.DE
iShares Edge MSCI World Momentum Factor UCITS ETF
SPDR Gold
GLD
SPDR Gold
iShares Treasury Bond 0-1yr UCITS ETF
IBCC.DE
iShares Treasury Bond 0-1yr UCITS ETF
Xtrackers II EUR Overnight Rate Swap UCITS ETF
XEON.DE
Xtrackers II EUR Overnight Rate Swap UCITS ETF
OrionCapital
OrionCapital
null
.