"According to a Germany-based stock market specialist, these stocks and exchange-traded funds (ETFs) will allegedly make them a millionaire imminently."
Jessica Schwarzer, a renowned investor, has a well-balanced portfolio that is divided equally between stocks and bonds. Her portfolio, which is heavily dollar-denominated, is strategically diversified across various sectors and regions.
Schwarzer invests 80% of her portfolio in stocks, with a significant portion allocated to the Eurozone. She invests 10% each in Eurozone government bonds and Eurozone corporate bonds, demonstrating her confidence in the region's economic stability. The remaining 60% of her stock investments are spread across a variety of assets.
One-fifth (20%) of her portfolio is allocated to emerging markets, another 15% is invested in an MSCI World Quality ETF, and 10% is invested in an MSCI World Value ETF. This diversification aims to capture growth opportunities while managing risk.
Schwarzer also invests in small-caps, split evenly between US and European small-cap stocks, accounting for 20% of her portfolio. This allocation provides exposure to the growth potential of smaller companies.
In her approach to managing her portfolio, Schwarzer rebalances her investments once a year, between Christmas and New Year. This strategy ensures that her portfolio remains aligned with her long-term investment goals.
Schwarzer's portfolio has demonstrated impressive returns, achieving an average annual return of over 7%. While the specific stock that brought her 1,000 percent returns is not publicly disclosed, it is evident that her investment strategy is effective.
Schwarzer's investment philosophy is not solely based on passive investing. She employs a smart buying strategy, purchasing more of a stock if it drops more than 20% and she has money available in her investment account. Conversely, if a stock in her portfolio drops significantly and she doesn't have funds, she opts to stay put.
Schwarzer is also an advocate for ETFs, with 15% of her portfolio invested in an ETF on global dividend aristocrats. This allocation provides a steady income stream from companies with a long history of increasing their dividends.
For those interested in following Schwarzer's investment journey, she shares her insights and tips through the free BÖRSE ONLINE Outperformance Newsletter. She also provides a deeper dive into her investment strategies in the full video on the BÖRSE ONLINE YouTube channel.
Lastly, Schwarzer invests 800 euros per month in ETF savings plans for her retirement. This regular investment strategy is a testament to her commitment to long-term financial growth.
In conclusion, Jessica Schwarzer's investment strategy is a blend of diversification, active management, and a long-term focus. Her portfolio, which has delivered consistent returns, serves as a model for many aspiring investors.
Jessica Schwarzer invests a significant portion of her portfolio, which is 80%, in stocks, with 20% allocated to emerging markets and the remaining 60% spread across a variety of assets. She also invests 10% each in Eurozone government bonds and Eurozone corporate bonds, demonstrating her confidence in the region's economic stability. Additionally, Schwarzer invests 800 euros per month in ETF savings plans for her personal-finance and retirement.
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