BockaufDividenden (@BockaufDividenden) on getquin

5Mon·

Portfolio Feedback

Technology growth ETFs

Hello dear community!

I have been looking into some growth ETFs and am a bit undecided. The focus here is already on strong growth and also a little more in the technology/software sector, as I don't have enough in this area in my portfolio.

I'm also convinced that technology will always be omnipresent and indispensable....I'm only in my early 30s, so I want to go for strong and "sustainable" growth first.

I have looked at the following ETFs and compared them, e.g. via extraETF, with my favorite "-->" in terms of TER, performance and portfolio:

Information Technology:

--> $IUIT (+0.35%)

$WITS (+0.86%)

NASDAQ100:

--> $EQQQ (+0.16%)

$CSNDX (+0.11%)

SEMICONDUCTOR:

--> $IE00BMC38736

$SEMI (-0.59%)

DEFENCE:

--> $ASWC (-0.52%)

S&P500:

ALL-WORLD:

Can you tell me if I am currently looking too much at the performance of the last 5-10 years instead of sustainable growth in the 4 ETFs, i.e. my selection:

$IUIT (+0.35%)

$EQQQ (+0.16%)

$IE00BMC38736

$ASWC (-0.52%)

Looking forward to your feedback!

16 Comments

5Mon

Unfortunately Poor total return performance... your money should be working for you. Inflation was stronger than your 2% from 2021. so you lost money.

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Vanguardium LeviOsa 🥪@Stullen-Portfolio

5Mon

I think it is good and understandable to include individual SECTORS (such as tech) separately in the portfolio and to give them a relative overweight, which is also justified from a long-term perspective.
Specifically with tech, the question arises as to why combine tech with 100% USA? From a long-term perspective, doesn't it make more sense to choose a tech world ETF?
-> If it is also planned to include the Nasdaq for accentuation anyway, then the question of whether tech world ETF or tech US ETF is even more important.

Specializing below the level of sectors (i.e. individual themes such as AI, defence, semiconductors) can only ever have a rather short-term perspective and is therefore more like a bet and requires appropriate knowledge and accompanying observation plus reaction if necessary.

Greetings
🥪

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Olli@Olli68

5Mon

I have the $IUIT and the $IS3R as performance ETFs. That's enough. I wouldn't specialize any further.
I don't think much of these pure sector ETFs.

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