3Mon·

Liquidate Japan ETF?

Hello, I have had the $VJPN (+0.27%) 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%

11 Comments

Saschko@WarrenamBuffet

3Mon

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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Show answer

Habicht128@Habicht128

3Mon

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

3Mon

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

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Saschko@WarrenamBuffet

3Mon

@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

3Mon

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

3Mon

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

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aminemeskni@Aminmeskini

3Mon

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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Trust4Finance_@Trust4Finance

1Wk

Hi, may I ask why you are investing in 8 ETFS, i.e. what the background is, as many of them are very similar.
I would appreciate a brief explanation =) Thank you very much!

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Solitair@Solitair

1Wk

@Trust4Finance There's not much of a strategy behind it now, in the end it has developed over time. Originally I was exclusively in I think five regional ETFs, which together made up one world ETF. At some point later on I said goodbye to that and in the meantime I was in the S&P 500 and now in the ftse all world as my main ETF. a lot of it goes in the same direction, of course. But whether I have two ETFs with a similar focus or one ETF doesn't make that much difference. That's why I've refrained from combining them so far. tax reasons also play a role, of course.
Of course, this makes the portfolio look a bit messy, but on the other hand, the dividends are ringing more often.

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Trust4Finance_@Trust4Finance

1Wk

@Solitair Okay, thanks for the feedback. I'm currently planning my portfolio structure and I'm unsure whether 1-2 ETFs are enough or whether I can go for 4-5, hence the question as I've seen your portfolio.

I think that S&P and a world ETF are a good solution in the end + a few individual stocks.

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