iShares MSCI World ex-USA ETF

ETF

ISIN: IE000R4ZNTN3

IE000R4ZNTN3

Price

Discussion about iShares MSCI World ex-USA ETF

Posts

Dividende > Zinsen

@GoDividend

1Mon·

Why you don't necessarily need ex USA

Very cool summary of why you don't actually have to try to regulate your own share.

The index does it for you all by itself.

The concentration in the MSCI World is a reflection of the current global market capitalization and not necessarily an indicator of an unhealthy concentration risk in the portfolio.

We simply need time to ride out the drawdown until the indices have adjusted to new conditions.

"Anyone who still says that the comparison is flawed: My main point is to show that MSCI World can digest cluster risk. There may be a few bad years, but then the adjustment mechanisms take effect. If you try to find the "right" US share for your portfolio on your own now, you also risk losing out on returns. After all, nobody knows whether US equities will really perform worse than the rest of the market in the next few years. Therefore: Don't let yourself be put under pressure to act! "

https://www.focus.de/finanzen/boerse/etf-wer-angst-vor-us-klumpen-im-msci-world-hat-vergisst-wichtige-lektion_cfbccf32-fcc0-409f-9ca9-4f6362789361.html

$HMWO (-0.02%)
$IWDA (-0.02%)
$IE000R4ZNTN3 (+0.22%) -so you don't necessarily need to

www.focus.deWer Angst vor dem US-Klumpen im MSCI World hat, vergisst eine wichtige Lektion

3 Comments

Stulle 🥪@Stullen-Portfolio

1Mon

100% approval! ✅🎯

...and if this type of self-regulation takes too long, you can use or add the momentum factor (with other aspects to be taken into account, of course).

Greetings
🥪

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View all 2 further answers

MyInvestments

@MyInvestments

1Mon·

Portfolio Feedback | Long-Term Offensive Investor (28 y/o, €80k) 📈🚀

Hi everyone,

I’m 28 and planning to invest €80,000 with a long-term, offensive strategy. I’m aiming for broad global diversification, focused on both value and growth. I’m totally fine having 60–70% of my portfolio allocated to the U.S. and with exposure to emerging markets as well.

Here’s a rough outline of the allocation I have in mind:

30–40%
Nasdaq 100
$EQQQ (-0.59%)
$XNAS (-0.59%)
$CSNDX (-0.59%)

15–25%
S&P 500
$VUAG (-0.41%)
$CSPX (-0.02%)
$SPYL (-0.02%)

10%
World ex US
$WEXU (+0.17%)
$IE000R4ZNTN3 (+0.22%)
$EXUS (+0.13%)

10%
Small Cap US Value
$ZPRV (+1.59%)

5% Small Cap World $WSML (+0.19%)
$ZPRS (+0.44%)

5% Emerging Markets (EM)
$EIMI (-0.66%)
$XMME (-0.56%)

5%
EM Small Cap
$SPYX (-0.73%)

5–10%
India UCITS ETF
$FLXI (-0.7%)
$QDV5 (-0.67%)

Additionally (5-10%), I’m considering adding one or two of the following ETFs – would love your thoughts on which one(s) you’d choose and why (or not):

$SMH (-2.55%) | VanEck Semiconductor UCITS ETF
$RBOT (-0.96%) | iShares Automation & Robotics UCITS ETF
$AIQG (-1.52%) | Global X Artificial Intelligence UCITS ETF USD Accumulating
$XDWT (-1.6%) | Xtrackers MSCI World Information Technology UCITS ETF

Finally, I’m thinking of picking around 10 individual stocks as a satellite component. Any suggestions? 🚀

Curious to hear your feedback:

• What do you think of this ETF setup overall?

• Would you add or remove anything?

• Would you tweak the allocation? If yes, how and why?

I prefer accumulating ETFs only, and I plan to add €1,000–1,500 every month going forward.

Your thoughts are much appreciated! 🙏🏼😀

5 Comments

DieEnte7@DieEnte7

1Mon

It‘s not at all a bad plan, but I would simplify your ETF strategy instead of buying up to ten different ETFs. If you want offensive growth, I‘d say go for Nasdaq 100 (40%; I personally would take S&P500 but I am a more defensive guy; for offensive growth I consider NASDAQ to be better), World ex US (30%) and maybe EM (10%). Regarding the sector ETFs you mentioned, I don‘t feel you really need them as they are mostly included in the NASDAQ. Take one if you feel like one sector is still underrepresented, but you don‘t really need it just to cover the trend. Then you have 20% to spare, where I wouldn‘t select 10 stocks but only around 5. Because 10 positions at 2% Portfolio value are basically another ETF.

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