Is VWCE and chill still a valid strategy?
Resume IA
Le post remet en question la stratégie 'VWCE and chill' en raison de la faiblesse économique de l'Europe et de l'incertitude politique
Conseil cle
Réévaluer la stratégie d'investissement en fonction des conditions économiques et politiques actuelles
Whilst I understand the rationale behind de-Americanizing a portfolio, from a rational perspective, Europe still feels incredibly weak despite the recent push for increased defense spending. So to me it does feel very emotional vs being rational. Growth is still sluggish (\~1.3% projected for 2025), and political instability in Germany and France adds more uncertainty. The car industry, once a strong European sector, is losing ground to China, while US and China continue to dominate in AI. Something which is also not really talked about at all is that defense spending, whilst sending a very clear message to Russia, is just going to strain public finances and risk even higher debts + cuts to social programs. With all this said, do you still think VWCE and chill is still a valid strategy?
“More likely AFD”