1D·

Keep or sell MSCI EM IMI?

Hi guys, I would like to hear or read your opinion. 😃

I currently invest monthly in the MSCI World $IWDA (+1.01%) , the MSCI EM IMI $EIMI (+0.99%) and the VanEck Morningstar $TDIV (+0.73%) .

My consideration is the following , in the long term I assume that the $IWDA (+1.01%) and the $TDIV (+0.73%) "could" perform significantly better than the $EIMI (+0.99%) and therefore I would sell the EMI.

I have been saving the ETFs for almost 2 years now. Currently with $EIMI (+0.99%) with 18% in profit.

Regards

8 Comments

ShrimpTheGimp🦐@ShrimpTheGimp

You say "could"? I wouldn't sell just because of your uncertainty. But in general, I'm more of a fan of All World. 😅

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Chris@Chriscoin87

@ShrimpTheGimp Yes, nothing is certain on the markets. But I would actually prefer to save in 2 rather than 3 ETFs and prefer the two to the $EIMI

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Stefan@Da_Fischi

I'm a fan of $EIMI and would keep it. It gives you a broader diversification and if you've been saving in it for around 2 years, the performance should be the same or even better than $IWDA. In my opinion, it is quite possible that EM will outperform the industrialized countries again in the future 🔮

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Epi@Epi

Hold the part. The USD cycle argues for a weaker USD in 2026, which usually leads to EM outperformance.

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TotallyLost@TotallyLost

Why should the countries with the highest growth and the lowest valuation (with the exception of India) perform worse in the long term?

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Chris@Chriscoin87

@TotallyLost Nobody knows that. The only thing is that $EIMI has performed significantly worse than the $IWDA

Of course, this doesn't have to continue in the same way in the future.

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TotallyLost@TotallyLost

@Chriscoin87 Since stock markets are said to have the characteristics of mean reversion, this is actually a reason to buy rather than sell.

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Chris@Chriscoin87

@TotallyLost Yes, as I said, I think saving in 3 ETFs is one too many. At least for me and my personal situation. Liquidity etc. That's why I was toying with the idea of sorting out $EIMI and keeping the other two.

Nobody knows which one will perform better at the end of the day.

Maybe I'll just keep the $EIMI and set the savings rate to the minimum and leave it anyway.

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