IBKR portfolio

[thomasparra]

Last time I checked - couple months ago, short to medium term treasuries were yielding close to junk corporate bonds. The 0.5% increment for these B/C type corporate bonds was not worth the added risk. Things might have changed in recent months so I would be curious to know the type of companies or maybe countries you are referring to, especially at these yields today.

I already have accumulated dividends ETFs but being globally diversified the yield rarely go beyond 2.5%.

 

[JohnnyDoe]

You should look at perpetuals, for example BACR, BID, LLOYDS, SOCGEN, RBIAV, DB.

 

[JohnnyDoe]

Here is the updated portfolio:

 

[uranium]

Why you own both Acwi and VT
They are the same

 

[JohnnyDoe]

They are not the same. They are both good for global exposure so I split between them.

 

[uranium]

[No content provided]

 

[JohnnyDoe]

Results are similar (not same).
ACWI tracks the MSCI ACWI index and holds 2,364 stocks.
VT tracks the FTSE Global All Cap index and holds 9,848 stocks.

 

[uranium]

Looks like if you want to buy all world stocks and play it safe, stick to VT and don't buy anything else.

 

[JohnnyDoe]

I like to split that 3.8% allocation of my portfolio between BlackRock and Vanguard 😉

 

[uranium]

I didn't see btc there
Don't ibkr offer crypto ?

 

[void]

why would one make an exposure to bitcoin through a third party (unless it's the only legal option)?

 

[JohnnyDoe]

Nobody can see my crypto 😎
And you should not entrust anybody with your crypto.

The main purpose of this portfolio is to generate income to buy crypto.
My other portfolio is with a traditional bank where I hold bonds for the same purpose.

 

[uranium]

What you think if blackrock will buy all btc available and all of sudden you can no longer use btc for transaction but only for investing. What will you do?

 

[JohnnyDoe]

I will sell them the last btc for $1m and buy xmr or whatever else

 

[uranium]

@JohnnyDoe if you have to chose between VT and VOO which one would pick for retirement knowing that VT always underperformed Voo by 50%.

 

[JohnnyDoe]

If forced at gunpoint I would choose VT. Otherwise JEPI and reinvest the dividends in something else.

 

[uranium]

VT performance.. not that high
You get on average 5% inflation free

 

[JohnnyDoe]

My portfolio doesn’t seek absolute return.
You got. Past performance is not an indicator of blah blah blah…

 

[Propeller]

Thank you very much for this helpful thread. I'm learning from it while slowly starting my IBK portefolio.

 

[bio]

If you aren’t making 25%+ in this market, you’re doing something wrong.

Assess stocks within your domain of expertise. If you don’t yet have a domain of expertise, get out of the stock market and go create a business first.