3Wk·

ETF for electrification

What do you think of the $WIRE (+0.34%) advertised in the GQ newsletter? I find the composition exciting and instead of finding a great pick, it's certainly a good choice for the topic in my eyes.

I have been invested in the $XDG7 (+0.65%) which covers similar companies. Great performance so far. If the $WIRE (+0.34%) performs similarly or better, I think I would consider a switch.

Both are accumulating btw.

8 Comments

Mr. K@TechNav

3Wk

So I am invested. And my contribution is already there

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edumarbar@emppsb

3Wk

@TechNav what are your expectations in the long term? Is 15% year to date, not huge, or no? I was looking at $XESC to get exposure to companies like Siemens and Schneider, but they are in this ETFs too

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Mr. K@TechNav

3Wk

@emppsb how about $GEV ?

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edumarbar@emppsb

3Wk

@TechNav not available in the $XESC and it’s a huge company 😅

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Bruce💎🙌@HomoOeconomicus

3Wk

Has been in the savings plan for a month, I expect an excess return from it.

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edumarbar@emppsb

3Wk

It is in my watchlist, it looks promising… but I’m trying to resist. I want to keep my portfolio as simples as possible. But I’ve an eye on $WIRE and $XESC

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Gomerdoc@Gomerdoc

3Wk

But these are all "hardware companies", if I understand correctly? So manufacturers of power electronics, cables, etc.?

Not electricity producers? Because then I would be missing companies like $NEE or $FTS and others.

In my opinion, the term "electrification" suggests an investment in electricity and everything that goes with it: but that is probably not what is meant here.

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Japperable@income_engineer_djuro

2Wk

I have IE000YYVSM16 on the Watchlist. Not on Getquin (yet?). VanEck Electrification and Power Infrastructure UCITS ETF

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