4Wk·

ETF-DIY monthly update #0

It's probably time to look back at the last month and the launch of my own ETF.

This first monthly update is still boring, but should provide the basis for the following ones.

Benchmark comparison with the MSCI World looks positive for the few stocks:

As only a few stocks are currently included, and $AMZN (-0.1%) The MSCI World is the largest position at 31.95%, so this is of course not yet meaningful.

Allocation by region is as follows. The aim is to get below 70% US exposure in the long term.

You can see what my current savings plans and valuations look like in the picture. These will also be executed tomorrow. $NOVO B (+2.99%)
$ASML (-1.02%)
$V (+1.04%)
$MELI (+1.83%) will therefore be added to the portfolio.

Dividends received April 2025:

A YouTube video is not yet available for this portfolio update. However, the first analysis video will be available the day after tomorrow ($AMZN (-0.1%) ).

Feel free to write what you would like to see in future (real) updates and, of course, how your portfolio performed.

14 Comments

Epi@Epi

4Wk

Why do you call your model equity portfolio an "ETF"?
It is neither exchange traded nor a fund. 🤷

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ETF-DIY@ETF-DIY

4Wk

@Epi for the same reason why the others probably do the same.
Because the desire was to create our own ETF with our own rules and weighting etc.

Of course, it's never really an ETF. In fact, you're absolutely right.

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Epi@Epi

4Wk

@ETF-DIY But what are your rules? What would you invest in? 🤷

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ETF-DIY@ETF-DIY

4Wk

@Epi I roughly missed it in my profile as a post.
In short, my own scoring system, which is based more on the company's business model and figures.
So less share figures and a lot of personal assessment of course.

Originally, this was only meant for me to write down and systematize my approach.

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Epi@Epi

4Wk

@ETF-DIY I've seen it now. Good, you can do it, even if it is hardly objectifiable, which is a basic requirement for an ETF.

Have you ever backtested the historical performance of your points system or is the whole thing more intuitive?

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ETF-DIY@ETF-DIY

4Wk

@Epi You're right!
It is not an ETF by precise definition.

I haven't tested it historically, as I would have valued a share differently six months ago than I do now.
But of course it's also very intuitive and, as you said, hard to objectify or replicate

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Epi@Epi

4Wk

@ETF-DIY Hmm, if you haven't tested it, how do you know that you can outperform an MSCIWorld with your system? If you don't know that, you can actually save yourself the trouble, can't you?

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ETF-DIY@ETF-DIY

4Wk

@Epi I don't know, nobody knows.
I said it's the goal.

Accordingly, since nobody knows what will beat the market, anyone could save everything except for an ETF.
For me, it's also just fun.
I also save an ALL WORLD on the side

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Epi@Epi

4Wk

@ETF-DIY Well, there is a difference between investing according to rules that have worked well in the past (capital weighting in the MSCIWorld ETF or momentum in the MSCIWorld Momentum ETF) and investing according to subjective rules about whose functionality you can say nothing at all.

The future will not be so different from the past that nothing can be said about a rule.

That's why I would advise you to test your system at least once for the last 10 years. Then you can reconsider whether the fun is worth it.

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