1H·

Is this ETF recommendable?

Good evening,

I have just come across the ETF $IEFM (-0.05%) (actually $CEMR, but unfortunately it is not shown here) (Edge Europe Momentum EUR (Acc)) and it seems very interesting to me as it covers the European market. Over the long term, the ETF has had nice growth and the individual companies such as $SAP (-0.03%) , $ASML (-1.59%) , $NOV (-0.81%) but also $RACE (-0.23%) I like very much. In $SAP (-0.03%) I am also already invested. However, I am currently also investing in other ETFs such as the $VWCE (+0.17%) the $IGLN (-0.91%) , the $DFEN (+0.31%) , the $VHYL (+0.11%) (actually $VGWD but it is not shown here either) and the $QDV5 (-1.38%) . Would it be worthwhile to include the $IEFM (-0.05%) in my savings plan and thus increase the European share in my portfolio? What do you think of the ETF?

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TaxesAreTheft

@TaxesAreTheft

2Wk·

My ETF portfolio

Only completed this month, so the gains and losses are perhaps a little strange.

$IUIT (+0.28%)

$DFEN (+0.31%)

The Information Tech ETF serves to invest as focused as possible in all the compounders, I would generally prefer the equal weight variant, but unfortunately it is not yet available in Europe as far as I know. The VanEck ETF is intended to protect the portfolio somewhat from geopolitical risks, and the companies are also quite interesting and all have the state as a major customer, either directly or indirectly, which I think is a very good addition. Weighting is around 55% at the beginning and will be rebalanced as soon as the equities exceed the 80-85% threshold. In this way, I hope to take as much upside as possible and leave the equity area largely unhindered.

$IGLN (-0.91%)

The 22% weighting is based on the post from dear @Epi regarding gold.

$DTLA (+0.35%)

$IDTP (-0.31%)

$IBTA (-0.3%)

Like gold, the combination of bonds is intended to take out some volatility and provide an alternative cash position. However, I am considering possibly exchanging the 1-3 year bonds for BTC.

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7 Comments

Rmann@Epi

2Wk

Looks good! Finally a decently diversified portfolio. But it's true, BTC is missing. Under certain conditions, BTC can even reduce the risk in the portfolio.

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soylent_black

@soylent_black

1Mon·

Hi guys! Any thoughts on my portfolio? I started investing on march 2024, starting from 100€ and 0 knowledge. I’ve done many mistakes and already sold some positions (every time with profit, even if only 10€ profit). I’m still a noob and keep studying every day so please be kind 🤣

As you can see I also have some single stocks, these are just fun money and I’m using them just for buy and sell and make profit. I’m reinvesting on ETFs all the profits I make from stocks.

Basically I’m going to build my portfolio this way:

50% $VWCE (+0.17%) (this one will always be the core)

10% $WGLD (+0.01%)

10% $ZPRV (-0.15%)

5%/10% fun money (single stocks and a just a lil bit of cripto)

Aside from this portfolio I also have 10k on $XEON (+0.03%) (this is basically my “emergency funds”, since I don’t like/know a lot single bonds and etf bonds).

Thank you in advance!

24Positions

€44,280.79

4.71%

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2 Comments

K@TechNav

1Mon

You can sell anything under 3% allocation to simplify it.

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Show answer

Finanzaristokrat

@Finanzaristokrat

2Mon·

Moral doubts? Coming soon to the depot. $DFEN (+0.31%)

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12 Comments

Silas@Bein-Godik

2Mon

Since when is defense morally dubious?

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Sebastian

@Shotmaster

2Mon·

Hello dear Gequin Community,

I am currently working on restructuring my portfolio. Historically, I currently have a few funds and a number of individual shares.

I would like to switch the funds to ETFs and continue to save in them.

Classically, I would now select the following ETFs:

$VWCE (+0.17%) / $VHYL (+0.11%) and $VFEG (-0.02%)

Now my little thought experiment: Why should I limit myself to three ETFS when I could spread the whole thing much more widely? I have also thought about something like this (with smaller sums, of course):

Of course I have a few duplications here, but I am much more differentiated.

Does this approach make sense in your eyes or is it a modest idea?

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5 Comments

Luffy@Luffy3D2Y

2Mon

Even if some disagree, sector ETFs are not a slice of the pie. It's just like a casino. You bet on a sector and hope to achieve an excess return. It can go well, but it can also go wrong. If you're aware of that, then it's okay. And why shouldn't you limit yourself to just three ETFs? First of all, what is your goal with more than three ETFs? You want to switch for a specific reason. Is that still the case? Do you want to go to the trouble of weighting the individual ETFs depending on what's going well or badly?

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Aric

@Swamp_German

9Mon·

Anyone have good suggestions on Defense stocks? I already own $DFEN (+0.31%) but i am looping for a focus in 1 company as well, european defense companys rather than american.

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6 Comments

All-in-or-nothing@All-in-or-nothing

9Mon

My choice would be clearly $BA. as most of their earnings depend solely on defense. In my opinion and after some research most of the other European defense companies are quite mixed up in their earnings structure and not as overweighted in defense earnings as the US defense companies.

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Philzy1003

@Philzy1003

9Mon·

Moin, I am currently actively saving the $HMWO (+0.26%) .

Now I would like to expand my portfolio with another "specialized" ETF. Either in the pharma or defense direction.

For pharma I would take the $WELG (+0.05%) for pharma. Defense would be $DFEN (+0.31%) at the start. Do you see anything problematic about them and which one would you personally prefer?

Thanks in advance.

2 Comments

Kevin E.@KevinE

9Mon

Why do you want to save in a specialized ETF?

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Carlos

@BuffetLearner

9Mon·

Hello,

I would like your opinion about the following defense ETFs: $DFEN (+0.31%) and $ASWC (+0.66%)

What you think is best for a investing period of 3 years?

Thanks.

2 Comments

GeldOpGeld@GeldOpGeld

9Mon

Hello, that is difficult to tell. To be honest, I did not know the $ASWC. I just checked the ETF and it seems similar to the $DFEN. Both ETFs have high TER and performed well. They both reinvest the dividends. The companies and the regions they are invested in are similar. I opted for the $DFEN simply because I think that the defense market will grow for the coming 5 years.

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Aric

@Swamp_German

10Mon·

What do i miss? I will add 300€ of the $DFEN (+0.31%) etf next month but i want a good dividend stock or growth stock instead of $KO (-0.4%) any suggestions?

Mabey $QCOM (+2.48%) ?