2H·

Small depot conversion (?)

Hey getquin,

In addition to my (All) World / EM ETF (which is not what today is about), I still have a little hodl to death $BTC (-2.17%) in my portfolio. As satellites I have two sector ETFs $WITS (-0.25%) (IT) and $WHCS (-0.39%) (Health Care) as satellites.


The IT ETF is doing quite well. The Health Care is a failure across the board.


The idea behind the two ETFs was originally a portfolio booster without effort in a weighting where it is not a problem if nothing boosts 😅.


There is currently around 115k in both together. They are each saved with 1,000 euros per month (no, I'm not a millionaire, but I'm redeploying equity that was planned for a house purchase).


In the meantime @Epi s $DE000LS9U6W1 (+1.29%) has also found its way into my portfolio. Significantly more volatile. Significantly more risk. But also significantly more boost than the two sector ETFs. And easy to buy and hold.


For a few days now, I've been thinking about selling the two sector ETFs, putting 50k into the wikifolio of @Epi to get a real booster in my portfolio, and to put the remaining 65k into my world / EM ETF to take out a little risk. I would gradually build up the 50k by the end of the year.


These are my thoughts. What are yours?


👍 Make

🆘 What is this weird product from @Epi be?

♥️ Sell the sector ETF and shift everything into the world / EM ETF

🚀 Sell the sector ETF and shift everything into Bitcoin

😭 Sell the sector ETF and send the money to me (justification in the comments)

🤣 Nah, better leave everything as it is


Thanks and a kiss

Your donkey 👄

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23 Comments

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In addition to @Epi s Wikifolio, you should not overlook @Krush82 s $DE000LS9VVV3.
I would allocate to both.
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@Olli68 I also have a few cool active funds like $TZG9RF 😘
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@Olli68 I haven't looked into this in any depth. Why do I need this in addition?
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@TotallyLost What can it do? Why should I?
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@DonkeyInvestor for even more carrots for the donkey
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@Krush82 Seriously: A useful addition to 3xGTAA?
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I think @Epi 's GTAA model is great, which is why I would shift some of it there if I were you.
However, I'm just as convinced by $BTC, but I seem to remember you mentioning your considerable BTC position, which is why I voted in favor of shifting everything into EPI's certificate.
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@BruceBullridge BTC would still be considerably larger even with 50k in 3xGTAA
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Send me the money, I have 3 children and my unemployed wife to feed 😭😅
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@Da_Fischi Do you also use it for the divorce?
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Please just send it to me out of principle.🤷🏼‍♂️
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@Get_Rich_or_Die_Tryin What is this principle?
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@DonkeyInvestor not just any principle. It is THE principle. It is called donkey-based charity and should only be shown to those who vehemently and directly invoke THE principle.🤷🏼‍♂️
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@GoDividend and are you making something of it?
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@DonkeyInvestor nope, I'm watching
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@GoDividend Watching is also an activity
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What is the price of <security:n/a:DE000LS9U6W1>?
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@SchmonInvest currently 215 Euro
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@DonkeyInvestor not the price tag, but the maintenance costs?
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I asked you the other day whether you regularly have the two sector ETFs in your savings plan.
I think your idea is a good one.
I would make the 50k a bit dependent on your total assets. For my taste, I would stick to a weighting of less than 10%. If the satellite then grows upwards on its own, that's fine.
Good luck!
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@Wealth-Accelerator would fit 👍. Thank you
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In general, of course, I hope and pray that @TotallyLosts wife doesn't change sides just as quickly 😉
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