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Good timing, I am going to rebalance with a 10% tilt into the Russel 2000

Sound Advice. "No, we probably can't beat markets but, most of us are going to try anyway" my exact investing philosophy! Fine tuning with a blunt instrument-what a powerful concept. When I am risk on: Nasdaq 100 QQQ , small caps, or emerging markets…. risk off: Large Cap Value or dividend paying defensive funds.

My 'tilt' strategy that I've used a few times over the years is to hold until it reaches x% of my investment. I've used this for China a couple of times - set a % profit level and sell then eg 20% or 30% (quite volatile market). I don't worry if I sell too early but am happy with my 20% profit.

The index effect at peak retirement is an interesting investment proposition.

Excellent video, as always! My SIPP portfolio has a smaller "core" ~30%, with the remaining ~70% "tilt" comprising of MMF, bonds / gilts, energy, medical, infrastructure, gold, dividend leaders and Japanese equities. I recently retired, so my "tilts" are deliberately mostly defensive, rather than adventurous!

I've got around 5% in satellite funds split between an India index fund which is beating VHVG by quite a margin, S&P 600 and a global multi factor fund. It'll be interesting to see which one performs best after 10 years. But they're such small percentages that they will hardly make any difference to my overall investments across ISA and SIPP.

Ive been interested in a small tilt towards US Small cap or small cap value on my platform but they don't seem to be readily available is this a common theme for UK providers?

My 'tilt' consists of ftse 250, scottish mortgage, Berkshire hathaway and US tech.

Brilliant video, Ramin. As you say, it is human nature to try and outperform and Core and satellite is a very sensible way of allowing yourself to try and beat the market. I always see my portfolio through this lens. I use global quality factor ETFs as my core and then have satellite positions in a momentum ETF, US small caps, and UK stocks.

I have VGLS60 which tilts towards the UK, AJBell MA which has a high EM proportion, then HSBC America as well as HSBC GSbal (which is pretty much market cap weighted so no tilt ?)

I’ve tilted heavily away from the US based on shiller cape, the buffet indicator and Vanguard’s ten year forecast. Not going well so far!!!

Tinkerer here tuning in.

Great video! I always learn so much from these so thank you for posting

i have 40% index etf and 60% with some s&p etf sectors, that i can see much better upside, but i intend to mantain 5% max of each alocation

Hmmm

If your core pension is a SIPP rather than traditional pension house, it's likely only protected up to £85k by the FSCS 😳

Funny I sold KRE (us reg banks) a month ago after dividend. Its up another 12%. I still did good bought at near the bottom I knew interest rate cuts would push up I just got bored.

This could be a video about jousting with a few minor tilts to the script!

I've had a few various "tilts" for the past 6 months or so, but I only do this in my S&S ISA, not my pension, and it's only a small percentage of my ISA, so a tiny percentage of my overall investments. My tilts have been towards US Energy, quality, value, etc. but this is purely for fun and additional information rather than any belief that I can beat the market (possible with the exception of US Energy, I was shown some analysis at work that the oil price is anticipated to rise over the next couple of years, and therefore this 'tilt' could outperform).

S&p 600 tilt ripping

I tend to satellite using investment trusts if you are going to tilt I figured you may as well lean into it a bit and get leveraged returns sadly it's not working ATM for Scottish Mortgage but 20 years till retirement so I'm no panicking

interestingly my tilt has been to use tracker funds to tilt away from the US by 10 % tho to be fair currently i would have been better off just running with a global index but i still think the rest of the world will outperform the US in the next 10 years

Is it just me or did Ramin eat curry before making this video?

So.. my satellites are 60%..

70% bitcoin. 30% cash. Rebalance once yearly 👌🏻