robchamow @robchamow: "💼 New strategic additions to..."

Spain

💼 New strategic additions to the portfolio: global growth and diversification 📈 Portfolio performance in 2025: +7.27% vs S&P 500 +0.82% In my strategy, I aim to build a balanced portfolio, focused on excellent companies… but also complemented by assets that reduce risks and capture global opportunities. Here are the 4 latest additions I’ve made this past month and the reason behind each one: 🥇 1. PPFB.DE – iShares Physical Gold ETC What is it? An ETC backed by physical gold stored in secure vaults. Unlike gold mining ETFs, this product directly tracks the spot price of gold. 💼 Where does it invest? Each share is backed by actual gold bars. It’s a simple and efficient way to gain exposure to gold without the need to hold it physically. 🎯 Role in the portfolio: A hedge against inflation, geopolitical tension, and monetary expansion. Gold is a safe-haven asset with over 5,000 years of history. I believe it will perform strongly over the next 5 years. 💡 Why I added it: It’s uncorrelated with equities. It helps balance the portfolio during market downturns. Historically, gold rises in times of fear. I see it as a strategic layer of defense. 🌏 2. CEBL.DE – iShares MSCI EM Asia UCITS ETF What is it? 🇨🇳🇮🇳 An ETF investing in emerging Asian markets (excluding Japan), with direct exposure to China, India, Taiwan, South Korea, Indonesia, Malaysia, Thailand, and the Philippines. 📊 Current approximate exposure: • China: ~30% • India: ~18% • Taiwan & South Korea: ~35% combined • Southeast Asia: ~15% 🌏 Why is this region key? it is the engine of global economic growth over the coming decades. • India is on track to become the world’s third-largest economy, with a fast-growing middle class. • China, despite its challenges, remains a global manufacturing and innovation powerhouse. Recent trade progress with the U.S. could further support its growth. • ASEAN countries (Vietnam, Indonesia, Philippines…) are posting annual GDP growth above 5%. This region is home to over 60% of the world’s population. 🎯 Role in the portfolio: Capture the long-term structural growth of Asian emerging economies, diversifying away from my Western-centric equity exposure. 💡 Why I added it: It allows me to invest in high-growth geographies with low correlation to the S&P 500. The world is shifting towards Asia, and I want exposure to that transition. 🌍 3. IUSQ.DE – iShares MSCI ACWI UCITS ETF What is it? An ETF that tracks the MSCI ACWI index (All Country World Index), including both developed and emerging markets — more than 2,800 companies globally. 📈 Global exposure: • U.S.: ~60% • Europe: ~15% • Asia (developed & emerging): ~20% • Other markets: ~5% 🎯 Role in the portfolio: A core building block for total diversification. Gives me access to global growth in a single product. 💡 Why I added it: It’s an excellent ETF to capture global performance without the need to pick individual countries or stocks. It acts as a diversified, passive, and efficient core for my portfolio. 🟡₿ 4. Bitcoin (BTC) What is it? A decentralized digital asset, scarce and inflation-resistant. Bitcoin is capped at 21 million units and operates outside of government and central bank control. 🎯 Role in the portfolio: A hedge against global monetary expansion. I see it as a form of “digital gold,” with fixed supply and growing institutional adoption. Its correlation with Nasdaq is decreasing, and its behavior is increasingly unique. 💡 Why I added it: Because of its asymmetric potential. In extreme scenarios or currency devaluation, Bitcoin could serve as a store of value. Over the long term, I believe it is still undervalued by the market. 💼 Strategic Summary The best companies in the world, combined with 👇 • Gold: Defense and safe haven • Emerging Asia: Structural growth • Global ACWI: Broad diversification • Bitcoin: Optionality and monetary protection 💼 This is how I build a resilient, global and future-focused portfolio — one that aims to outperform the market with less drawdown, as we are doing so far this year. Thank you to all the copiers for your trust. We keep working hard. Roberto Chamorro $NSDQ100 (NASDAQ100 Index (Non Expiry)) $GOLD (Gold (Non Expiry)) $BTC (Bitcoin) $CEBL.DE (iShares MSCI EM Asia UCITS ETF) $IUSQ.DE (iShares MSCI ACWI UCITS ETF)