I am investing long-term (10-15y) and I am 50/50 on BTC and VWCE (around 100k eur in total). Considering VWCE is 60%+ US and how things are going, would you continue DCAing in both, considering the geo politics and everything?
Posted by Noiselessx
6 Comments
Yes. Despite trump all systemic signals point to continued American economic power and when that’s no longer the case vwce will shift somewhere else without triggering a tax event.
Market Cap Weighting – ETF will rebalance itself .. VWCE is doing this two times per year , march and September . WEBN – 4 times/year
Not financial advice but I would say DCA’ing in BTC is the smartest choice for your long term horizon. Truth of the matter is the banks are using Bitcoin as their exit strategy. The tariffs are used to do two things: 1) weaken the dollar, which effectively weakens the purchasing power for millions of Americans if they don’t have assets and 2) negotiate as a means of securing higher leverage so as to cause short term pain in exchange for long term deals which prop up GDP for the markets. The tariffs just announced are for the reasons outlined above, including a deadline. I wouldn’t be surprised if Trump rolled them back as he’s done previously with past threats.
Use Trumps stupidity as a buying opportunity. There will be volatility next week but you can get stocks as cheaper prices. He will taco, he always does, hes an idiot. The EU have announced massive tarrifs against US so I do expect some drops on monday.
The only thing different I would do is make that 95% vwce and 5% btc. This is just the wrong time in the cycle to be buying. Later on in 2026 you can kick that up if you want to. Risk should be a lot lower, the cycle is in play until it’s not and right now there’s no proof that it isn’t
50% BTC is very risky. Why so concentrated there? And why is your “long term” 10-15 years, are you that close to retirement?