3D·

More action is needed

I want to buy something, but the paycheck doesn't come until the 15th. How boring🥺

Then there's the upcoming weekend,

2x boring😔

Wait a minute 😀 I could sell the Korea ETF due to the value trap and invest in $VUSA (-0.18%) and $EIMI (+0.21%) reallocate. That would be 3 transactions after all 🤩

Good morning my favorites,

What can you do to increase an action level even without money and at the same time take meaningful actions? 😎

@TechNav

@Stullen-Portfolio

@Madhatter5566

What do you think of the $XDN0 (+0.79%) ?

Unfortunately, I am not allowed to sell Italy and Eastern Europe as they will show even more strength 🥳

24Positions

1.87%

12 Comments

Ronald@AlterMann

Who is missing CashBurner?

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Pope Donkey XXI@DonkeyInvestor

@AlterMann was there again briefly a few days ago

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K@TechNav

You want action? Ok

Sell everything that has less than 1.5% weight in the portfolio. If you buy something new, then please buy something with substance, at least 1.5%. Mini positions with 0-comma-something won't do you any good.

All ETFs with a TER of more than 0.5% should be removed. They are simply too expensive and usually only have a regional focus, which you can cover more cheaply and efficiently.

Reallocate ETFs such as Nordic, CAC, VERX, Eastern Europe and all these European sub-sectors, for example to $PR1E or $V3EA. If you want to bet on Poland and similar markets, then it is better to use these low-cost and broad-based ETFs, which have also outperformed you historically.

And one final note: no single share should have a higher weighting in your portfolio than an ETF. If a stock weighs more than your broadly diversified ETF (>100 holdings), you are undermining the purpose of the ETF and taking on too much risk.

To summarize: Less small stuff, no expensive products, clear structure, more impact.

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GerdaKommer🦛@_Hippo_

@TechNav Thank you very much my dear. I really appreciate your comment and your opinion. I may get back to you with further questions. One of these questions could be, for example, why does CAC have to go 🥺 ?

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K@TechNav

@TheRealWood Because the CAC ETF has not outperformed the broadly diversified $V3EA or $VEUR for 3 years and is therefore not worth the allocation and the risk. As I said, clear structure and not so complicated.

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GerdaKommer🦛@_Hippo_

@TechNav https://extraetf.com/de/etf-comparison?products=IE00B945VV12-etf,LU0322250985-etf 🤔

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GerdaKommer🦛@_Hippo_

Have you seen my AEX post? 🥹 https://app.getquin.com/de/post/KyOTZrnSpU/viele-haben-sich-gewundert-dass-ich-neben-dem-europa-etf-einen-speziell-auf-den-aex-index-habe

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K@TechNav

@TheRealWood The difference is not big enough to justify the chunk risk. If you think the CAC is better, stick with it, but ditch the rest of Europe. Do the same comparison with all your Europe ETFs and keep only the best one. Just one!

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Stulle 🥪@Stullen-Portfolio

Online poker! ✌️😎

Otherwise what @TechNav says.
(...except for the TER - you have to take a more differentiated view. Oh yes, that's not your strong point, @TheRealWood, so why don't you do exactly what @TechNav says).

Greetings
🥪

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GerdaKommer🦛@_Hippo_

@Stullen-Portfolio I'm open to everything 🥹

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Joker@Blizzard

Play a round with the speedometer effect before the stock market closes today with a 10x leverage long or short. Then you can follow the Orange Man all weekend 🤔

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GerdaKommer🦛@_Hippo_

I have a confession to make. It would be nice if the split depot was my entire depot. Then the task wouldn't be so difficult. But the truth is that I still have one or two accounts and the one above is not aggregated 😅

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