Hello 🙋🏼♂️,
what is your opinion on this portfolio allocation?
or how would you weight the 3 in each case?
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- SPDR MSCI World ETF
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SPDR MSCI World ETF
ETF
ETF
ISIN: IE00BFY0GT14
Ticker: SPPW
IE00BFY0GT14
SPPW
Price
Discussion about SPPW
Posts
26
3Mon·
Hello everyone,
I have a quick question: yesterday I opened a first position in $SPPW (+0.93%) yesterday. The securities account now shows me :
SPDR MSCI WORLD UE DLUA
Can someone tell me what UE and DLUA mean?
This may be a stupid question, but I really can't figure it out 😅
Thanks again and have a nice weekend.
11
2 Comments
Hello!
Don't worry, your question is absolutely justified. The abbreviations "UE" and "DLUA" can be confusing if you don't deal with ETFs on a regular basis.
UE in this context probably stands for "Unhedged" or "Unhedged Exposure". This means that the ETF is not hedged against currency fluctuations. In your case, since the ETF is denominated in US dollars, this means that the value of your investment depends not only on the performance of the MSCI World Index, but also on the exchange rate between the euro and the US dollar.
DLUA is probably an internal identifier of the provider that is specific to the respective ETF. It is used to uniquely identify the product within the provider's system.
Summarized:
* SPDR MSCI World UE DLUA: An ETF that tracks the MSCI World Index but does not offer currency hedging.
* UE (Unhedged): No hedging against currency fluctuations.
* DLUA: Internal identifier of the provider.
What does this mean for you?
* Potential for higher returns: If the US dollar strengthens against the euro, this can lead to additional gains.
* Higher risk: Conversely, a weakening US dollar can reduce your return.
Important note:
Before making any major investment decisions, you should carefully consider the characteristics of the ETF and the associated risks. Advice from a financial advisor may also be useful.
I hope this explanation helps you!
Have a nice weekend too!
Don't worry, your question is absolutely justified. The abbreviations "UE" and "DLUA" can be confusing if you don't deal with ETFs on a regular basis.
UE in this context probably stands for "Unhedged" or "Unhedged Exposure". This means that the ETF is not hedged against currency fluctuations. In your case, since the ETF is denominated in US dollars, this means that the value of your investment depends not only on the performance of the MSCI World Index, but also on the exchange rate between the euro and the US dollar.
DLUA is probably an internal identifier of the provider that is specific to the respective ETF. It is used to uniquely identify the product within the provider's system.
Summarized:
* SPDR MSCI World UE DLUA: An ETF that tracks the MSCI World Index but does not offer currency hedging.
* UE (Unhedged): No hedging against currency fluctuations.
* DLUA: Internal identifier of the provider.
What does this mean for you?
* Potential for higher returns: If the US dollar strengthens against the euro, this can lead to additional gains.
* Higher risk: Conversely, a weakening US dollar can reduce your return.
Important note:
Before making any major investment decisions, you should carefully consider the characteristics of the ETF and the associated risks. Advice from a financial advisor may also be useful.
I hope this explanation helps you!
Have a nice weekend too!
•
22
•4Mon·
Hello dear investors
I would like to invest in 2-3 ETFs.
It is important to me that I am well diversified despite the ETF.
What are your recommendations?
I have in mind $VWRL (+0.87%) and $SPPW (+0.93%) for an All World
and for the Nasdaq $EQQQ (+0.88%) or $EQQD (+0.92%)
What are the differences there?
The company thanks to
Simon
11
4 Comments
Which is it? World or Allworld?😅 $SPPW is "only" a World without EM.
And with the Nasdaq ETFs, the $EQQQ is the one that deposits the money in the shares and the $EQQD is a swap ETF that doesn't buy shares but synthetically replicates the index. You would just have the risk that if the issuer goes bankrupt, your money is gone, which is not the case with physically deposited ETFs...
I have the swap ETF myself because I would like a small dividend and I think the risk of Invesco suddenly going bust is manageable.
And with the Nasdaq ETFs, the $EQQQ is the one that deposits the money in the shares and the $EQQD is a swap ETF that doesn't buy shares but synthetically replicates the index. You would just have the risk that if the issuer goes bankrupt, your money is gone, which is not the case with physically deposited ETFs...
I have the swap ETF myself because I would like a small dividend and I think the risk of Invesco suddenly going bust is manageable.
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22
•
4Mon·
Time again 🚀
5Mon·
I compared 4 ETFs that track the world's most famous index : MSCI World
- Xtrackers MSCI World UCITS ETF $XDWD (+1%) o
- iShares Core MSCI World UCITS ETF $IWDA (+0.99%) o SWDA
- SPDR MSCI World UCITS ETF $SPPW (+0.93%) o SWRD
- Amundi MSCI World V UCITS ETF Acc $LCUW (+0.99%) o LCWD
- Xtrackers TER of 0.19% + 0.01 transaction =0.2%
- iShares with the TER 0.2% + 0% transaction = 2%
- SPDR with the TER 0.12% + 0% transaction = 0.12%
- Amundi with the TER 0.12% + 0.04 of transaction = 0.16%
Over 3 years they have returned
- SPDR 39.42%
- iShares 38.76%
- Xtrackers 38.72%
- Amundi 37.48%
The different costs can already be seen after only 3 years.
On paper the best looks like SPPW--what do you think ?
Compared to Amundi (the second cheapest) gained 2% over 3 years difference.
From 2019 the difference between the 2 increases by almost a 4% from 96.02% vs 92.69%
Another difference between the 2 is the mode of replication Sampling (Participations
1,449) vs Total Replication (Holdings 1,459).
I don't think 10 companies out of almost 1,500 make such a big difference in performance.
What do you think ?
66
2 Comments
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•
5Mon·
Portfolio Feedback
Hello, dear community,
My 2nd Börsday is approaching and I am taking this opportunity to finally share my portfolio with you.
About me and my strategy: I am an Austrian in my early 40s and dived into the investment universe about 2 ½ years ago, late but still. I was looking for a new project during work-related train journeys, and the stock market and finance had been on my agenda for some time anyway. The first book I came across was Finanzfluss, followed by Gerd Kommer's classic. After six months of intensive research, I finally took the first step and bought my first ETF shares. Since then, the whole thing has become a great passion and the PF has grown quite a bit since then.
My strategy revolves around retirement provision. Of course, a single Allworld ETF would be absolutely sufficient for this, but you know how it is. When you're so deeply involved, you want to tinker around almost every day. That would be too much of a good thing, of course. But in the end, a Core Satellite PF was created that I would like to present to you:
🥑The core consists of MSCI World ($SPPW (+0.93%)) and EM ($XMME (+0.15%)) in the classic 70/30 weighting. They are simply saved stubbornly and bought from my cash reserve in the event of larger dips.
🛰:
🪙 Gold in physical form has given me a lot of pleasure recently!
With $BTC (+0.83%) I recently got my foot in the door. If there are setbacks again, the savings plan will be triggered. $ETH (-1.2%) I'm not yet holding any physical stocks, but will add to them if they weaken. My crypto PF should not have more positions and should not account for more than 5% in total.
📈The individual stocks are my hobby, so to speak, and should never have more than ten positions and should not make up more than 10% of the PF in the long term. Here I have a mix of sectors, regions (of course, the USA is at the forefront and $NVDA (+1.51%) must not be missing), dividend stocks, growth. There are also two speculative legacy investments. They will stay there, I can possibly cope with the total loss and if they do go to the moon one day, I won't mind.
💰I briefly mentioned the cash position. It is (still) earning good interest in the clearing account, should be around 15% of the PF and will be tapped from time to time during setbacks.
I also have money in an extra call money account for short to medium-term investments. However, I haven't entered this here and consider it a separate investment.
So that's how it all looks, I can live with it quite well and sleep peacefully. Thanks for reading and I hope you like it.
14Positions
€59,994.11
15.19%
99
2 CommentsAll in all, I think it's clear that you've done your research and read up and know what you're talking about.
For my taste (yes you are Austrian :) ) but ÖMV, I don't know... You said for your retirement provision, then take a look at $PG or something similar. These are "safe" inventions with a good and stable growth, not without reason this company (brand crack) buys many companies where you know exactly that they are articles that are consumed and have to be purchased again 😊
$BTC as well as $ETH I would expand a little, especially ETH and if you are already investing in crypto then take a look at $SOL. But I would expand ETH in the short term.
Have a nice evening.
For my taste (yes you are Austrian :) ) but ÖMV, I don't know... You said for your retirement provision, then take a look at $PG or something similar. These are "safe" inventions with a good and stable growth, not without reason this company (brand crack) buys many companies where you know exactly that they are articles that are consumed and have to be purchased again 😊
$BTC as well as $ETH I would expand a little, especially ETH and if you are already investing in crypto then take a look at $SOL. But I would expand ETH in the short term.
Have a nice evening.
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7Mon·
Which one makes more sense from your point of view?
I know that the way I've just planned it doesn't make much sense... hence the question! You are a great help and I implemented your tips for my portfolio yesterday, but I can't get any further :(
$$SPPW (+0.93%) and $LCUW (+0.99%)
please be kind, I am sensitive 😂
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24 Comments
7Mon
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