9Mon
2 questions: why add the ACWI IMI to the All World and not a small cap ETF?
And just out of interest, when the 2500€ in the individual stocks is reached, would you just put the 1500€ into the ETFs and then shift the weighting to the ETFs over the coming years? But what is the point of the individual stocks then?
And just out of interest, when the 2500€ in the individual stocks is reached, would you just put the 1500€ into the ETFs and then shift the weighting to the ETFs over the coming years? But what is the point of the individual stocks then?
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The ACWI IMI was still in the discovery phase, so to speak, and at that time I wanted to reduce my distributions as the All World was only available free of charge in the distributing version. However, I later decided that I would rather receive dividends. However, as I still want to defer the taxes, this is still available, but it may also be reallocated in the near future, as advance lump sums currently have to be paid anyway.
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9Mon
@Ikigai and why throw out the EM if it has just performed badly? EM is valued at a historically low level, while the USA is already very expensive in comparison.
EM has also had times of great outperformance against the S&P500. Of course, we don't know now whether that will happen again.
The current undervaluation is simply due to the fact that political uncertainties are now being priced in. However, these have always been more pronounced in recent years than in the US.
EM has also had times of great outperformance against the S&P500. Of course, we don't know now whether that will happen again.
The current undervaluation is simply due to the fact that political uncertainties are now being priced in. However, these have always been more pronounced in recent years than in the US.
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•Regarding the question about the individual stocks, yes, the ETF savings portion will then be increased so that I end up with 80%. After that I will either increase each individual stock or add new stocks
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•9Mon
@KevinC tagged wrong :)
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9Mon
@DividendenDino Thanks for the explanation!
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