iShares MSCI EM IMI ESG Screened ETF A

ETP

ETP

ISIN: IE00BFNM3P36

Ticker: SAEM

IE00BFNM3P36

SAEM

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Discussion about SAEM

Posts

8

2Yr·

Hello everyone,

I would be interested in your opinion on my portfolio and possible optimization options. In addition to individual short-term trades, the aim is primarily to build up long-term assets.

In addition to my positions in the portfolio, I have an OSKAR 90 ETF savings plan, which is made up as follows and should generate an average return (p.a.) of approx. 8.5%

$SPEP (+0.12%) ==> 22%

$SAEU (-0.2%) ==> 19%

$SAEM (-1.52%) ==> 15%

$LGAG (-0.26%) ==> 14%

$WSML (+0.16%) ==> 13%

$SAJP (-1.18%) ==> 5%

The focus in the portfolio on tech and a certain amount of crypto is intentional, but not set in stone.

I will sell the $CLSK (-6.81%) I will sell the position soon, as it is also part of the $BLKC (-4.47%) ETF.

I also want to get rid of $WEW (+0.32%) , $LHA (-0.84%) and $VOW3 (-0.97%)

Thank you very much!

3

3 Comments

Variett@Variett

2Yr

Can't see any direct strategy in the individual positions. It is a mixture of crypto, German companies and some US growth.

You may not like my personal opinion on your ETFs, but ESG is unfortunately a scam. It's supposed to be a socially responsible or environmentally friendly investment, but if you look at the positions you'll find companies like ExxonMobil, Chevron, Rheinmetall and so on. Why? Because investors still primarily want to make money.

I would really take another look at where I want to go with the portfolio and how, and liquidate or further expand positions accordingly.

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DividendenSchwabe

@DividendenSchwabe

3Yr·

Alea iacta est

The die is cast and thus 1+1=1 🥸

From MSCI World $IS3R (-1.99%) + MSCI EM $SAEM (-1.52%) becomes ~> FTSE ALL-World $VWCE (-0.21%)

Savings plan already converted and the two "old" will then still be restructured over time.

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DividendenSchwabe

@DividendenSchwabe

3Yr·

Hello Community,

for a reallocation within my world portfolio I have been thinking about and would appreciate some more food for thought to help me make a decision.

I started my world portfolio with a 70/30 split.

This was 70% MSCI World $IS3R (-1.99%) & 30% $SAEM (-1.52%) MSCI EM.

Now I am in the process of simplifying this and replacing these two ETFs with a FTSE All-World from Vanguard.

I have selected the following 2 ETFs to choose from:

FTSE ALL-WLD HGH DIV*
$VHYG (+0.26%)
Number of shares: 1,814
Return on equity: 4.1%
Total expense ratio: 0.29
Fund volume: $3,540m
Dividends: reinvested

FTSE ALL-WORLD*
$VWCE (-0.21%)
Number of shares: 3,740
Return on equity: 2.4%
Total expense ratio: 0.22
Fund volume: $14.233million
Dividends: reinvested

Both have their advantages, such as greater diversification or greater stock returns.

As written above, I would appreciate more food for thought on these two ETFs.

*Data from the factsheets

6

11 Comments

Fabzy ✨@Fabzy

3Yr

*"The die is cast" would be the correct translation 🤓😬

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1

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View all 5 further answers

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