9Mon·

Hello friends of the long-term investment. :)


I am about to make a decision and after a long back and forth I am still not sure how best to go about it, which is why I would like to put the following up for discussion:


I have the "Lyxor Core STOXX Europe 600 (DR) UCITS ETF Acc" $MEUD (+0%) in my portfolio and have been investing in it regularly for years.

I am up approx. 17% with this fund.

Now I have once again come across a Euro Stoxx 50 ETF in an article $CSSX5E (-0.33%) in an article and was quite surprised that it simply outperformed the Stoxx 600 by almost 20% over 5 years...

Maximum drawdown was similarly high for both, as was the vola.

I know that I opted for the Stoxx 600 at the time because it is simply much more diversified, which is obviously the case.


Now my consideration:


1) Switching the entire position to the Euro Stoxx 50, i.e. the complete exchange.

2) Keep the Eurostoxx 600, but stop saving in it and re-invest in the Euro Stoxx 50.

3) Leave everything as it is as a basic investment, based on the premise "back and forth, pockets empty".


I realize that you can't make a decision for me and you shouldn't. :)

I would just be interested in your assessments and perhaps you have been in a similar situation.


Additional information: Tax-free allowance would just about cover the taxes if the existing shares were sold.



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