5D·

Liquidate Japan ETF?

Solitair · 2025-01-17T11:53:21.441053Z

Hallo, ich habe schon seit längerer Zeit den $VJPN Vanguard FTSE Japan ETF in der Dist-variante im Depot. Die Performance ist so na ja, besonders im letzten Jahr deutlich schwächer als z.b. S&P500 oder all World. Dann frage ich mich, ob bei der demographischen Entwicklung in Japan hier künftig überhaupt mit einer Besserung zu rechnen ist. Was tun also mit dem ETF? Angesichts der Kursrendite wären die Steuern bei einem Verkauf tolerabel, nur wohin dann damit? Mir schwebt da vor in einen Dividenden-ETF zu gehen, der aber auch Kurschancen bietet. Nur kenne ich keine, da ich mich bisher mit Dividenden-ETFs nicht beschäftigt habe. Aber etwas zusätzlicher Cashflow wäre auch nicht schlecht. Der Japan-ETF schüttet zwar auch aus, aber nicht allzuviel. Insgesamt ist die Position auch nicht allzugroß. Ein paar Anregungen sind willkommen.

Hello, I have had the $VJPN (-0.14%) Vanguard FTSE Japan ETF in the Dist variant in my portfolio.

The performance is so-so, especially in the last year significantly weaker than e.g. S&P500 or all World.

Then I ask myself whether the demographic development in Japan is likely to improve at all in the future.

So what to do with the ETF? In view of the price return, the taxes on a sale would be tolerable, but then where to put it? I am thinking of investing in a dividend ETF that also offers upside potential. But I don't know of any, as I haven't dealt with dividend ETFs before. But some additional cash flow wouldn't be bad either. The Japan ETF also pays out dividends, but not too much. Overall, the position is not too large either.

A few suggestions are welcome.

71Positions

€699,368.80

23.15%

8 Comments

Saschko@WarrenamBuffet

What was your investment case? If you think Japan will blow everything away in the next few years then leave it in, if not it's a brake on returns ;)

Suggestions for DIVI Etfs

$GGRP $FGEQ $TDIV $SPYD

A bit more risk but also more cash flow

$JPEQ $JEGP $WINC

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Solitair@Solitair

@WarrenamBuffet There are already a few interesting candidates. The Japan ETF was intended as an addition. I also had the Vanguard Asia Pacific Ex Japan. But it didn't get anywhere and I've already disposed of it. It all went into the all world.

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Habicht128@Habicht128

I think I would wait another 1.2 years, because the big banks are forecasting above-average returns for Japan. Even if you shouldn't believe everything they say, it still can't be ignored

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Smudo@Smudeo

Keep running, it will be fine and you will also have other continents in the PoFo

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Saschko@WarrenamBuffet

@Smudeo yes, although Japan is well included in the other ETFS, the question is whether you need Japan as a country ETF

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Solitair@Solitair

Sold it. Markus Koch also mentioned today that an interest rate hike is expected in Japan next week.
After everything I read, I liked the $TDIV and got 15k in. I split another 6k between my existing positions in $JEPQ and $QYLE.
With my little hand, there will probably be a huge rally in Japan this year😅

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Saschko@WarrenamBuffet

@Solitair sounds good :) if there is a rally, Japan will also be in a few of your etf

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aminemeskni@Aminmeskini

I am of the opinion that you have too many positions for the sum. In addition, your performance suffers greatly as a result. One or two etf would have been enough. Everything in NASDAQ or sp500 and forget it.

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