Lucky number :) 🎰
iShares MSCI World SRI ETFIE00BYX2JD69SUSWSUSW
ETF Portfolio help
Hi,
I would like help with constructing a balanced/aggressive ETF only portfolio. I have
tried to do the individual stocks approach but that is proving too time.
So, these ETFs I like:
$SUSW (+1.39%) MSCI World SRI
$IWVL (+1.02%) MSCI World Value
$XXSC (+1.4%) MSCI EMU Small Cap
$CSPX (+0.97%) Vanguard S&P Core
$SMH (+3.77%) VanEck Semicondutor
$XNAS (+1.77%) Xtrackers Nasdaq100
iShares AEX
$EIMI (+1.26%) MSCI Emerging
I dont want all of these and understand that there a bit of overlap with some – maybe even
quite a bit - but I am struggling to think which would be the best combination 4-5, and then
the right ratio of each, while still being aggressive over a 10-15year period.
Any thoughts or further considerations would be greatly appreciated.
Thanks,
W
I was just wondering whether it would make more sense for me to use the MSCI World SRI ($SUSW (+1.39%)) it would make more sense for me to use the MSCI World ESG Screened ($SAWD (+1.42%)), as this does not exclude as many companies as the SRI.
It's a bit stupid when companies like Apple, Amazon, Google and the like are missing from your investment for whatever reason.
The ESG Screened is very close to the normal MSCI World, only at a lower share price and therefore not so much money remains in the clearing account for one-off purchases in between ;-)
The difference within the last year was also not entirely without...
A bit of a scary purchase. Buying $SUSW (+1.39%) right at the top. It is an accumulating ETF, so I expect with all the upcoming dividend that the part will get bigger. What are your thoughts on buying when it near a all time high?
I started investing in the beginning of 2023.
The goal is create a robust portfolio that can beat SP&500.
In bull market I invest in ETFs like
$VWCE (+1.33%)
or
$SUSW (+1.39%)
and in bear market in high volatility ETFs $IUIT (+1.78%) .
I invest monthly 300€ in bull market and 500€ in bear market.
Thoughts on my strategy?
Pricing
Data
TER
0.2%Fund Volume
$10.68BAsset Class
OtherDistributing
NoReplication Method
Physical FullRegion
OtherCountry Based
IrelandIssuer
iSharesInformation
The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI World SRI Select Reduced Fossil Fuel Index. The Index measures the performance of a sub-set of equity securities (e.g. shares) within four regional indices: the MSCI Pacific Index, the MSCI Europe & Middle East Index, the MSCI Canada Index, and the MSCI USA Index (Regional Indices) which are issued by global companies with higher environmental, social and governance (ESG) ratings than other sector peers within the relevant Regional Indices.