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The $TDIV has a fairly high proportion of European content and performs very well.
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@TaubeSmash I am currently trying individual shares, for example from $EGRG with very good dividend growth. Maybe you can get some inspiration from that. Have a nice weekend 😁
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•@TaubeSmash You often see this combination here - but I don't really understand it - it's just a duplication. Then you might as well take the all World 100 percent ?!
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@Boatswain_ice Thanks for the tip! I'm also still looking for a European ETF dividend payer 🤗
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•@Bullnbear Very interesting! What criteria do you pay attention to and how do you weight them in your depot? have a nice weekend too 😉
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•@Moneymoney the duplication in the ETFs strengthens/weakens the weightings in the overall allocation. Otherwise, the admixture makes sense for me in any case, as two different investment objectives are being pursued. FTSE = complete global economy, WT + Fidelity for quality and dividend growth with cash flow as a target
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•@TaubeSmash Sorry, I have to disagree with you. The outperformance compared to the All World results solely from the fact that the All World also includes EM. Your thematic ETFs do not include any and the benchmark must therefore be the MSCI World. The correlation between your thematic ETFs and the MSCI World should be close to 1. I am therefore certain that you will always be beaten by the MSCI World with your thematic ETFs over a period of 5 years - due to significantly lower costs. 0.32 percent on average. Thematic ETFs are built for marketing reasons to justify a higher TER - but they make no sense. That's why you have to ask yourself if you want to include EM - then all World and without EM then the MSCI World.
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•@TaubeSmash...and there is only 140 million in an ETF. If there is a bear market and the value halves, then the ETF can be liquidated. This cannot happen to you with an All World or MSCI World
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•@Moneymoney everything may be correct, but my statement that I have two different investment objectives with the products remains true.
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@Moneymoney please send the screenshot with 140mio.
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