Portfolio assessment

SPXL 60%
XMWX 20%
EMIM 10%
WLDS 10%

Long-term horizon 20 - 30 years.
Current value £5k. Regular £200pm + adhoc contributions going forwards :+1:

3 Likes

Can’t give financial advice. Your investment decisions are your own. That said, this should net you a diversified portfolio with companies in many different territories and of different sizes. I can’t see any way to achieve the same thing with lower TER. The level of risk doesn’t seem wildly inappropriate for your time horizon.

Thank you for sharing your opinion :+1:

How liquid is XMWX in the current environment and in future environments?

I’d imagine it’s liquid now due to PE ratio of the Mag 7 and all the concentration chat in S&P 500 but will that be the case when the tide turns?

It looks like you want to own the world but your portfolio excludes US mid caps.

XMWX is a low volume ETF which likely means the buy/sell spread will be high. Volumes for the ETFs are below.

SPXL 327K
XMWX 1.7K
EMIM 143K
WLDS 139K

I think it’s a great portfolio, just be sure you are okay with the above, especially the buy/spread you will pay every month on XMWX.

I have almost an identical portfolio myself, detail below.

SWLD 80%, WLDS 10%, EMIM 10%