4Wk·

Private Equity ETF

🚀 Portfolio diversification: iShares Listed Private Equity ETF (IE000D8FCSD8) purchased!

have the iShares Listed Private Equity UCITS ETF into my portfolio to pimp my portfolio. Why?

- Private equity power 💼: Access to top companies such as Blackstone & KKR.

- Global diversification 🌍: 104 stocks from the USA, Europe and Asia.

- Yield kick 📈: Historically +59.55 % in one year (2021).

CautionHigh volatility (16.33%), USD currency risk, top 10 concentration (~58%).

Plan: ~10 % portfolio share, long-term (>10 years)! 🏦

Your takes? How do you diversify your portfolio? 💬

#Diversifikation
#PrivateEquity
#ETF
#Investieren

16.04

iShares Listed Private Equity ETF A

Bought x3040 at €34.51

€104,910.40

13 Comments

Sauerland_Investor@Sauerland_Investor

4Wk

Interesting ETF. I've had my eye on KKR for a while, but the ETF also has something to offer.

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RugpullRudi@RugpullRudi

4Wk

@Sauerland_Investor I also stumbled across it because I find the division interesting

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Saschko@WarrenamBuffet

3Wk

It is also a small cap play to a certain extent. I also have it in my portfolio and want to build it up to around 5 percent. I think Brookfield is great but individually stupid because of withholding tax Canada but highly weighted in the ETF. As you say, returns are good, at least from the past. PE was also missing a bit in my portfolio except for Blackstone. For me, that spoke more for than against.

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TotallyLost@TotallyLost

3Wk

I used to have that too, but then threw it out because PE is no longer what it used to be.
The market is simply too crowded and the fact that there are now providers who are aggressively courting private investors is a warning signal to me that there are no excess returns to be had at the moment.

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Epi@Epi

4Wk

PE is now a crowded trade.

PE ETFs have the return of the S&P500 with the risk of the Nasdaq100.

Why would you do that?

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RugpullRudi@RugpullRudi

3Wk

@Epi I added it to the portfolio because I want to make it a bit more moderate in terms of volatility.
And I'm interested in the sector, but above all I just like to YOLO into investments

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Epi@Epi

3Wk

@RugpullRudi As I said, moderate vola and PE don't go together. The stuff is pretty risky and you can expect a corresponding return for the risk. But you won't get that.
But if you find the sector interesting... why not?
I also find SMRs interesting. But investing straight away... 🤷

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RugpullRudi@RugpullRudi

3Wk

@Epi for my portfolio it is already rather moderate vola and is less than 2%, I thought I would dengel a little something into it

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Epi@Epi

3Wk

@RugpullRudi No problem! Have fun with the Dengel!

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Echsenkönig Atokarn@Bezehgombjuderstimme

3Wk

Stable investment. I was amazed that you put in 100 jets and this position doesn't even make up 2% of your portfolio 👀

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RugpullRudi@RugpullRudi

3Wk

@Bezehgombjuderstimme Come into my group and so 😆 Semmel a bit in stocks and ETFs to push the vola of crypto investment and differentiate a bit.

But logically I'm more at home there

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Echsenkönig Atokarn@Bezehgombjuderstimme

3Wk

@RugpullRudi Definitely interesting. I'll keep my fingers crossed for you 👌🏻

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K@TechNav

3Wk

This ETF’s annualized return is lower than that of the S&P 500, so I’ll pass.

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