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In Zeiten, in denen ich von eher bearishen Märkten ausgehe, werde ich den Aktien eine höhere Cash-Quote beimischen. Ich behalte es mir ebenso vor kurzfristig Short-ETF´s zur Absicherung einzusetzen, sollten es die Märkte erfordern. \r\n \r\n Die geplante Haltedauer für die Positionen ist je nach Art des Investments unterschiedlich. Die Qualitätsaktien sollen langfristig gehalten werden. Die Beimischungsthemen eher kurzfristig. 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