Portfolio analyses
- World and emerging markets
An all-equity portfolio with strong historical returns, low fees and limited diversification from emerging markets. Three steps towards greater resilience.
- One World ETF: concentrated in the US, led by big tech
A World ETF keeps fees low but concentrates an all-equity portfolio in US companies and technology. What that means for returns, diversification and crash resilience.
- World, S&P and Nasdaq: three ETFs, shared drivers
Why adding S&P and Nasdaq funds to World reinforces a US equity position: fees, past results, overlapping holdings and crisis sensitivity.
- World and money markets: cushioning losses has a cost
A money-market allocation reduces equity exposure but guarantees neither the portfolio’s capital nor a lasting return. Understanding the trade-off.
- World and gold: diversification without guaranteed protection
A low-cost World and gold portfolio still driven by equities. Observed returns, crisis scenarios and the limits of diversification.
- World and euro government bonds: diversification has limits
Global equities and euro sovereign debt combine low fees with interest-rate risk and incomplete crisis protection.
- World, gold and money market: three roles, uneven growth
Global equities, physical gold and a euro reserve: low fees, a favourable measured history and equity risk that remains material.