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ISIN: LU0908500753; WKN

LU0908500753; WKN

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Kjell

@Kjellson

2Yr·

Hey guys ✋ I recently joined and am creating an outline of how I am setting up my portfolio (ETFS and stocks) for the future through podcasts, extraETF and financial flow.

The portfolio currently looks like this:

$VWCE (60%)
$EIMI (15%)
$VVSM (-2.53%) (15%)
$GLUX (10%)

I find the mix of classic (All World & Emerging markets) and "theme ETFs" (semiconductors and luxury) appealing in perspective. And Europe $MEUD (vll also to be represented regionally) is still open as the last position. The investment horizon is 25-30 years.

But I also realize that I am interested in stocks and have put together a first selection here as well:

In the stocks I see partly great future potential as well as a nice dividend.

I would just like to hear your feedback, how you see the composition. But also which ETFs and stocks you are watching or have in your portfolio.

Thank you!

Check out my Dashboard now!

8 Comments

VP@VPT

2Yr

Moin Kjell, thanks for sharing. Cool that you are with me. I also have an All World, serves as a basis optimally and I like the country diversification in general also. In the emerging markets I have decided against an extra ETF to include, because I am enough for the scarce 10% share in the All World. These can also shift according to market capitalization. The weighting of China / Taiwan is too high for me. Especially since I want to keep it simple, without great rebalancing. A semiconductor ETF I would save at most up to a certain amount, then leave it. I will do the same with my Global Clean Energy. As a colleague here has already written... at the horizon of 30 years... you have to consider whether a sector can beat the market throughgebend? Probably not 30 years. Therefore, at some point, the focus should change when the industry has done its job. Of course, you won't be able to tune it. And guarantees there's as known nowhere. At the luxury ETF make just looked in via getquin... the top 10 positions have at the "first" glance not too much to do from feeling. ETF description gives there information. I would throw out the colleague... Whether you do not blow up the frame with an additional Europe ETF remains everyone overloaded. 5 ETF would be for me probably again too much. IMI, "Luxury" and Europe I personally would not hold next to the All World. To your individual values. I would like to have my portfolio already somewhere clearly. At the beginning I wanted to take also zig shares with purely. But really ask yourself what your goal is with the single stock. Diversification can't be it, because you are already well served with an All World as a core. I scroll through the list of companies from time to time and always think to myself "oh great, I'm already investing in the best companies". e.g. Allianz... this has always been a consideration for me... but why should I include this share? Dividend... why do I need a dividend... I am in the asset accumulation, the dividend brings me no price gain for the time being and only exchanges.... money to the clearing account... Depot value lower. Then you also had to take care of reinvesting dividends. (of course, everyone can decide for themselves) I have to remind me again and again and ask why I should buy individual shares, usually I come to the conclusion makes no sense. (For me) I do it anyway, but only for the reason to have what you can follow, so that it is not too dull with pure ETFs. LG

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