Johannes (@Johannes_J) on getquin

5Mon·

As the new ex-USA ETF can now also be traded via Lang & Schwarz, I changed my savings plans today. I will now gradually reallocate the FTSE AW and S&P 500 in order to achieve the desired distribution.

Instead of 100% FTSE AW I am now saving:

63% MSCI USA $SC0H (+1.09%)

27% MSCI World ex USA $EXUS (+1.43%)

10% MSCI EM $XMME (+1.39%)

This now roughly corresponds to the distribution of the FTSE AW. In the long term, however, I will swap the MSCI USA for a 2x leveraged one in favorable situations.

If anyone knows of a better alternative for one of the ETFs mentioned above, please post in the comments :)

Johannes

@Johannes_J

6Mon·

MSCI World ex USA ETF $n/a (+1.43%)

A few days ago, Xtrackers launched an ETF that tracks the MSCI World ex USA Index with a TER of just 0.15%.

In my opinion, this ETF could be of interest to many people, as it makes it relatively easy to better manage the US portion of the portfolio. A combination of MSCI USA and this ETF could then replace a pure World ETF.

Another option would be to use this ETF in combination with the MSCI USA, replacing it with the 2x MSCI USA ETF at favorable times in order to benefit from a longer bull market.

Unfortunately, this ETF is not yet tradable at gettex/LS, but should probably be listed there in the next few days/weeks.

6 Comments

Kevin E.@KevinE

5Mon

Do you expect to outperform as a result? Ultimately, it is a form of market timing. How do you know that you are switching to the leveraged ETF?

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