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I need your help

Hello,

The shares in my portfolio consist of approx. 60% USD and approx. 17% EUR.

I have recently added the $QDV5 (-1.38%) into my savings plan, which also runs via USD. Since the getquin analysis tells me that it would make sense to put less weight on the USD, I am considering selling the currently still small position in the $QDV5 (-1.38%) and create a savings plan for the $LYMD. In principle it is the same ETF, only the $LYMD is saved in EUR instead of USD. This would make me less dependent on the USD over time and my EUR percentage would increase. If I were to sell the small position in the $QDV5 (-1.38%) I would realize a small loss, however, as order fees would be incurred and the ETF would also be slightly in the red for me. What do you think? Should I sell and move towards the EUR or just leave my current savings plan as it is, as the USD is very strong anyway and will remain strong?

6 Comments

Sina@lawinvest

You can bake an egg on the GQ analysis 👀 60% USA: my ETF department is at 80%... they are all global. Why take up yield brakes if that's where the money is made? (In other words: if you never want to look at your portfolio and can't react to an economic downturn in the USA in I don't know how many years). But why I am actually writing: instead of your msci india thing, have a look at this one: $FLXI. It's available as a distributor and accumulator. And I see that you're mainly interested in the currency. Currency hedging inETFs only costs money. Sometimes you get more return. Sometimes less. If the USD really plummets, the euro won't be able to hold its own

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D.S.@Cato_Bamboo

Just let it run.......

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ZeroIncomeStrategy@ZeroIncomeStrategy

I only find the currency important for other asset classes, for equity ETFs I think it is a negligible factor. And above all, I wouldn't swap a fully replicating ETF for a synthetic one, which is also more expensive.

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Staatsmann@Staatsmann

The AI analysis is not set in stone, but a hint!

I only get 63/100 and have still outperformed indices over the last 10 years.

Accordingly, it is important that you feel comfortable and achieve your goals.

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