Ready-made investment portfolio?

[inector]

What do you think of "World Portfolio Classic" allocation?

https://de.scalable.capital/en/world-portfolio-classic

Classic 100	Classic 90
Equities	100%	90%
iShares S&P 500 Swap UCITS ETF USD (Acc)	56.50%	50.80%
Amundi Stoxx Europe 600 UCITS ETF	19.00%	17.10%
Amundi Prime Japan UCITS ETF DR (C)	5.20%	4.70%
L&G Asia Pacific ex Japan Equity UCITS ETF USD (Acc)	3.00%	2.70%
iShares MSCI World Small Cap UCITS ETF USD (Acc)	5.30%	4.80%
iShares Core MSCI EM IMI UCITS ETF USD (Acc)	9.00%	8.10%
Xtrackers CSI300 Swap UCITS ETF 1C	2.00%	1.80%
Bonds	0%	7.50%
iShares USD Treasury Bond 7-10y UCITS ETF EUR Hedged (Dist)	0%	6.50%
Invesco Euro Government Bond 1-3y UCITS ETF	0%	1.00%
Gold & Commodities	0%	2.50%
Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF	0%	2.50%

Last edited: Jul 24, 2024

 

[koohl]

As I understand it, it is really smart because if you don't understand it, they ensure that you invest as broadly as possible.

Now, my question is just, what does it cost to invest your money there?What fees are associated with an account?And can they only receive FIAT money for investment or also crypto?

And what are their requirements regarding KYC, and which financial regulations are they subject to, meaning which country?

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[jafo]

koohl said:
Now, my question is just, what does it cost to invest your money there?What fees are associated with an account?
Click to expand...

 

[inector]

koohl said:
Now, my question is just, what does it cost to invest your money there?What fees are associated with an account?And can they only receive FIAT money for investment or also crypto?
Click to expand...

Their fees are not that attractive. It's not about that.

It's more about the portfolio that they advise on - Classic 100/90/80/70/60/50, seems like they are well-diversified and with risk factors.

Although underperforms SP500, it's less volatile, and allows you to be present in many markets.

 

[aage]

This looks nice and something I have been looking for since ever. But how can we know to trust them?

 

[inector]

aage said:
But how can we know to trust them?
Click to expand...

We don't, but they get a lot of monthly visitors and Trustpilot complaints are more about platform & customer service rather than portfolio performance

Again, it's personal choice, it's better to understand their choices first

It would be great to hear @Martin Everson or @Marzio opinion, if you guys are free to review it

 

[sebastian]

Thank you for sharing I will go over the fees they charges comparing if it is worth it.

inector said:
It would be great to hear @Martin Everson or @Marzio opinion, if you guys are free to review it
Click to expand...

they are on holidays 😳

 

[JohnnyDoe]

inector said:
What do you think of "World Portfolio Classic" allocation?
Click to expand...

Completely meaningless if you don't know the holder's objectives and profile.

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[aniglo22]

Stay away from Scalable and in general from any German neo broker .