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Short info about $BBY (-0.98%)
Key figures
P/E RATIO: 11.87
Payout ratio: 55.96
Leverage ratio: 1.2
5yrs ROIC: 36.06%
ROIC TTM: 22.90%
5yrs ROE: 61.93% roe ttm: 48.80%
ROE TTM: 48.80%
On the stock market since 1985
Today I would like to know your opinion about the following ETF:
"iShares S&P 500 Consumer Discretionary Sector" with the WKN: A142NV 🛒
This ETF provides access to the U.S. consumer goods sector 🇺🇸📦🛍🛒
This ETF is fully replicated, accumulating and has a total annual expense ratio (TER) of 0.15% ✅
This ETF was launched on November 20, 2015 and has a fund size of €323 million 💰.
The 5 largest positions (together: 60.80%) are:
1️⃣ Amazon with 32.33% 🖥📦
2️⃣ Tesla with 12.41% 🔌🚗
3️⃣ Home Depot with 7.59% 🪑🛋
4️⃣ Nike with 4.60% ⚽️🎽
5️⃣ McDonalds with 3.87% 🍔🍟
Performance on 1 year: +19.98% 📈
Performance over 3 years: +63.19% 📈
Performance over 5 years: +129.05% 📈
I don't have this ETF in my portfolio and won't get it either, since I have all of the TOP 5 positions except Home Depot as individual stocks in my portfolio and thus already cover over 50% of this ETF 😊✅
On the other hand, I am surprised that this ETF is only €323 million in size in just under 6 years 🤷🏽
Nevertheless, this ETF has performed very well over the past few years 📈📈
Would you get this ETF in your portfolio ? 🤷🏽🛒🛍
Today I would be interested in your opinion about the following ETF:
"iShares S&P 500 Consumer Discretionary Sector" with the WKN: A142NV 🛒
This ETF provides access to the U.S. consumer discretionary sector 🇺🇸📦🛍🛒
This ETF is fully replicated, accumulating and has an annual total expense ratio (TER) of 0.15% ✅
This ETF was launched on November 20, 2015 and has a fund size of €323 million 💰
The 5 largest positions (combined: 60.80%) are:
1️⃣ Amazon with 32.33% 🖥📦
2️⃣ Tesla with 12.41% 🔌🚗
3️⃣ Home Depot with 7.59% 🪑🛋
4️⃣ Nike with 4.60% ⚽️🎽
5️⃣ McDonalds with 3.87% 🍔🍟
Performance over 1 year: +19.98% 📈
Performance over 3 years: +63.19% 📈
Performance over 5 years: +129.05% 📈
I don't have this ETF in my custody account and won't get it either, since I have all of the TOP 5 positions except Home Depot as individual stocks in my custody account and thus already cover over 50% of this ETF 😊✅
On the other hand, I am surprised that this ETF is only €323 million in size in just under 6 years 🤷🏽♂️
Nevertheless, this ETF has developed very well over the last few years 📈📈
Would you get this ETF in your portfolio ? 🤷🏽♂️🛒🛍
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Capped 35/20 Consumer Discretionary Index. The Index is a free float-adjusted market capitalisation weighted index that comprises companies included in the S&P 500 that are within the Global Industry Classification Standard (GICS) consumer discretionary sector based on the Global Investable Market Indices methodology.
