1Mon·

Shifting into ACWI or small caps as an addition?

Hello,

In my securities account I have in addition to my $ISAC (-2.3%) a small cap ETF $WSML (-1.98%) in my portfolio.

As I am now reviewing my investments again, I am faced with the decision to sell the small cap position.

In the end, it has yielded less than I thought or than the ACWI.

So that I don't just have one year for comparison, I have also compared the performance again using the FF ETF comparison and the ACWI is clearly outperforming the small caps.

My current plan is probably a complete reallocation of the SC into the ACWI.

Are there any big small cap enthusiasts among you? Who can tell me why I should perhaps keep the small caps ETF after all🤓

3 Comments

Marto@Maddy-0

1Mon

Unfortunately, you can't look into the future. These are past statistics and not future ones, so I would say do it the way you feel most comfortable. I just have the $SPYI

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Knebel-Horst@DoppelSchlechtMinus

1Mon

The only thing that is certain is that the last two years on the stock market have been very special and that everything will probably change again in the near future. But nobody knows in which direction. Maybe small caps will be fun again, maybe not. If you prefer to invest only in what has done well in the last 12 months, you would actually have to focus on Developed World or S&P 500 instead of ACWI... but the less diversification, the less certain the future.

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Windmühle@stocker_175

1Mon

See it the same way as Hebel-Horst. If your position in the small cap fund is not that big, I would keep the ETF. I also have a portion invested in the MSCI World Small Cap.

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