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Why? The water sector outperforms your MSCI World over almost all time periods....
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@GHF Simplification and concentration perhaps?
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@GHF the etf does not perform well at all
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@Mo1111 Not that bad. $PYPL doesn't perform well at all. 😂
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@Mo1111 That depends on your expectations, of course. I wrote that it performs better than the MSCI World and of course I don't know if that's enough for you, ... but at least a World ETF is your largest position in the portfolio....