Invesco FTSE All World ETF

ETF

ISIN: IE000716YHJ7

Ticker: FWRG

IE000716YHJ7

FWRG

Price

Discussion about FWRG

Posts

Harris K.

@Kiakotos81

1D·

ETF Portfolio Review: Open to Suggestions and Critique

Hello everyone!

I’d like to start the discussion by mentioning that I live in Greece, where all dividends from ETFs, as well as all ETF transactions, are tax-free.

With that in mind, here’s my current allocation in my T212 account:

40% in $FWRG (-0.12%)

30% in $XESC (-0.13%)

30% in $TDIV (+0.2%)

(All dividends are automatically reinvested into these ETFs.)

Please note that my $IWDA (-0.04%) holdings are part of a separate portfolio for different reasons, so you can disregard them for this discussion.

I’d love to hear your thoughts 💭 on my allocation. What do you think, or what would you suggest for me to consider next time⌛? Please feel free to share any constructive criticism!

4Positions

0.61%

4 Comments

SoftDev@SoftDev

I just decided to get rid of my $EXW1 ETF and put that money into $IS3Q the growth would be much more worth I think.

If I was you I would probably put that money ($XESC ) in $FWRG or $VUAG .

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Reginald A.

@OldMoneyInvestor

1Wk·

Thanks Donald

23.05

Invesco FTSE All World ETF

Bought x302.69 at £5.282

£1,598.83

5 Comments

DH I.@fund_whisperer_1682

1Wk

Welcome on board👊

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@DKHBMD

1Wk·

Portfolio milestone

Spoiler: slight bragging rights.

After a few months of investing (I started as a beginner just before the Trump chaos, when the market was still overvalued), I reached my first milestone: over €10,000 invested.

Since the beginning, I have changed my strategy. I now take a long-term approach with a 70:30 split between ETFs and individual stocks. Within the ETFs, I hold 7% of my portfolio in $ERNX (+0.03%) for more stability. The percentage split is not quite optimal yet, but I will probably rebalance towards the end of the year.

As I mentioned in an earlier post, I prefer $FWRG (-0.12%) over Vanguard because of the lower TER.

I'm the first person in my family who not only has enough money to invest, but has also become financially literate and uses the stock market at all. I'm quite proud of that.

If I continue to invest €1,000-1,500 every month (sometimes more), I could reach €20,000 by the end of the year. There are still a few larger expenses to come, but they shouldn't affect the amount set aside for investments too much.

If necessary, you are welcome to roast me.

2 Comments

1Wk

I'm very happy for you. There's not much to roast, as a lot of it is just preference.

For example, instead of individual stocks, I would prefer S&P sector ETFs (tech and health) with an admixture of EU and emerging markets as well as Bitcoin for more upside and gold to have less drawdown

I've also been holding off on making a post on this for a long time, but the backtest results beat the S&P over the last 50 years with more return and less drawdown, let's see

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Show answer

ojaoc

@ojaoc

1Mon·

Keep it pushing

29.04

Invesco FTSE All World ETF

Bought x105 at €5.955

€625.28

Modesto

@modestodeluca

1Mon·

Adding a % in iBonds?

Hey everyone!

I'm 25 years old and I started investing this February, mainly putting my money into the $FWRG (-0.12%) ETF as a long-term strategy. Recently, I’ve been thinking about whether it makes sense to diversify a bit by adding some bonds to the mix.

Do you think investing in iBonds could be a smart move to help reach specific goals I have in the next 5–6 years? Or would it be better to go with a more hands-off option like $VAGF (+0.05%) ?

Thanks in advace for any input!

1Position

10.50%

1 Comment

Marcel@di_marcello

1Mon

If you want diversification, holding something like $FWRG, I would consider 3 things: Gold, BTC and bonds. So yes, bonds would be a good option.

It also depends on your absolute total investment, if you are rocking 3 or low to mid 4 digits, I would not diversify yet. Above this I definitely would.

Considering bonds, I have no experience and opinions. I am (investment total 10k) diversified in ETF, BTC and now building up Gold.

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Reginald A.

@OldMoneyInvestor

1Mon·

Stocking up slowly but surely

$FWRG is going to be new core holding

22.04

Invesco FTSE All World ETF

Bought x628.55 at £4.841

£3,042.82

1 Comment

Bas Roumen@BasRoumen

1Mon

Good choice!

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Antonio

@Castell

1Mon·

Help on choosing ETFs in the portfolio

Hi everyone, I am planning to build a portfolio focused on dividends and wanted to get some advice from those who may already have a few more years in the investment world.

My goal is to create a portfolio that allows me to receive dividends every month and that is composed of ETFs that guarantee both dividend growth and, most importantly, NAV growth, all geared for the long term. In addition, I would still like to devote a good portion of the portfolio to accumulation, so that I can grow something that I can reinvest all on dividends in the future (taking advantage through accumulation of self-investment of dividends).

The portfolio I came up with contains the following ETFs:

Vanguard FTSE All-World Accumulating ($VWCE (+0.18%)) - 40%
Vanguard FTSE All-World High Dividend Yield ($VHYL (+0.23%)) - 10%
SPDR S&P Global Dividend Aristocrats ($ZPRG (+0.52%) ) - 10%
iShares Global Select Dividend 100 ($ISPA (+0.43%)) - 10%
Fidelity Global Quality Income UCITS ETF ($FGEQ (+0.47%)) - 10%
VanEck Morningstar Morningstar Developed Markets Dividend Leaders UCITS ETF ($TDIV (+0.2%)) - 10%
JPMorgan Global Equity Premium Income ($JEGP (+0.33%)) - 10%

I have chosen exclusively ETFs for my portfolio, all with global exposure, as I would like the portfolio to be managed as passively as possible, i.e., the ETFs themselves take care of reallocating the weight of companies within them.

The ETFs I have identified allow me to receive monthly dividends, however, I had some doubts regarding the choice of some:

Better the $VWCE (+0.18%) or the $FWRG (-0.12%)? The latter is newer and has a lower TER, might it be worth choosing it?
I am undecided between the $VHYL (+0.23%) and the $VWRL (-0.36%), in that although the former pays twice the dividend as a percentage, it has a much lower NAV growth than the latter. Which one do you recommend between the two?
I am very undecided about whether I really need to add ETFs $ZPRG (+0.52%) e $ISPA (+0.43%), as they offer very high dividends, but their growth has been very low. For the $ZPRG (+0.52%) I could add that 10 percent to the $FGEQ (+0.47%), as they pay the same months, while as for the$ISPA (+0.43%), I don't know of any other ETFs that can pay in the same months (January, April, July, October).
Is it actually worthwhile to allocate part of the portfolio to accumulation, or is it better to invest everything in distribution from the beginning? My goal would still be to convert everything to distribution in the distant future.

Beyond these doubts of mine, I am happy to hear other advice about portfolio organization.

Thanks in advance!

7 Comments

Golden Boy@randomdude

1Mon

I find it far too complicated. I would limit myself to 2-3 ETFs in order to adjust price and dividend growth on the one hand and the level of distributions on the other. You also have to rebalance this, but it's easier than with 7 ETFs.
My sample dividend portfolio looks like this in the backtest:
https://getqu.in/OUHJcQ/
Decent growth with stable 3% distributions. If you want more, it will only be at the expense of the total return.

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market_expert_deqcq

@market_expert_deqcq

1Mon·

VWCE or FWRG for long-term investing?

Hi everyone,

I’m 20 years old and have been investing for about a year now, mainly in an S&P 500 accumulating ETF through a monthly plan. Recently, I decided to diversify globally and bought $VWCE (+0.18%) , but I’m having second thoughts.

I’ve been reading about $FWRG (-0.12%) (Invesco FTSE All-World Acc), which tracks the same index but has a lower TER (0.15% vs 0.22%). Since both are accumulating and follow FTSE All-World, I'm wondering if it makes sense to switch to FWRG for better long-term efficiency.

Would it be worth selling VWCE and going with FWRG instead? Or should I just stick with VWCE since it’s more established and has more liquidity?

Any thoughts from long-term investors would be really appreciated!

6 Comments

Pedi@Pedi

1Mon

$FWRG holds fewer stocks, which is one reason why it's cheaper. If you have to pay taxes on the sale and don't have a tax allowance, it will take a while before something like this becomes worthwhile. There are many calculators online that can show you when the break-even point would be. I think it's probably better to just leave it and start investing in the new one. I wouldn’t sell at a loss anyway — better to hold it. It will always come one with less TER, it makes no sense to jump from one ETF to another without calculation. Im full in $VWCE and If i Switch, my break-even point is over 13 years.

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