2D·

China Add-on ETF or individual share

I would like to add 5% China to my portfolio.

I am wavering between buying the $CNUA (-0.7%) or two or three individual stocks. For example $BABA (-4.45%)
$700 (-4.53%) and $1211 (-2.89%)

the "big" Chinese companies already make up almost 50% of the ETF.

What do you generally think of an admixture at this time and which option would you choose and why?

8 Comments

investment_guru_2035@investment_guru_2035

Personally, I have $BABA and $1211 as China shares in my portfolio, which is enough for me. Outside of the All World ETF, I try to avoid all the garbage that is always included in ETFs.

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DünnParkettBohrer@user88b8e3cfdd1c4e20

@investment_guru_2035 What do you think about buying BYD now?

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investment_guru_2035@investment_guru_2035

Since I'm a long holder, I'm convinced of BYD in the long term and the stock is coming back significantly anyway, I would personally still buy now - but of course no investment advice 😅 It may be that I buy again soon...

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investment_guru_2035@investment_guru_2035

@user88b8e3cfdd1c4e20 Personally, I actually find Alibaba a little more exciting at the moment.

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Saschko@WarrenamBuffet

possibly $DEMD?

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S.A.U.@SAUgut77

$3750 you should definitely have on your screen

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Der Spekulant@Derspekulant1

Don't buy China as an ETF, compare the MSCI China with the actual growth of China over the last 10 years. Stock picking is worthwhile here, even if it's only the big ones, as the China ETFs unfortunately still contain a lot of garbage.
You are definitely better off participating in the Chinese economy with $BABA $JD $700 $1211

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Iwas M.@SSIT

I only have $300 in my portfolio as China exposure apart from broad ETFs. Still quite new, though. And only because they came up in my screening by chance. It's a small gamble on an undervalued dividend stock.

Whether individual stocks or ETFs, I would actually tend towards a handful of selected stocks. I would go for the big names here.

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