BlondesHaar · 2022-02-19T09:51:42.315242Z

Guten Morgen liebe Getquin Community Ich bin nun etwas länger in der Kommentarsektion unterwegs und hätte Mal meine erste Frage nach eurer Meinung. Ich möchte mein 70/30 Portfolio weiter diversifizieren und USA nicht so stark gewichten wie es im MSCI Wolrd der Fall ist. Zudem möchte ich auf Small Caps setzten um eventuell eine Faktorprämie zu erzielen. Dafür plane ich dann eine 60/25/15 Aufteilung. Jetzt ist eure Meinung gefragt wie ihr zu diesem Etf steht.

@17JahrBlondesHaar

2Yr·

Good morning dear Getquin Community

I have been in the comment section for a while now and have my first question for your opinion.

I would like to further diversify my 70/30 portfolio and not weight the USA as much as it is the case in the MSCI Wolrd. In addition, I would like to bet on small caps to possibly achieve a factor premium. For this I plan a 60/25/15 allocation.

Now your opinion is asked how you stand to this Etf.

8 Comments

Tim@Stratege_Tim

2Yr

The "classic" variant with Europe share would be 50/20/30 - World: 50% - Europe: 20% - Emerging Markets: 30% With an Xtrackers ETF you do not go wrong in any case. I have also many of them ;) Your selected here also has a decent fund volume with over 100 million € (coveted and will not be dissolved in the future and still a relatively cheap ETF with 0.3% TER costs. For Europe, however, I would choose the STOXX Europe 600. Has a broad diversification and has the TOP companies also there.

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BlondesHaar@17JahrBlondesHaar

2Yr

@General_T_Regnery Thanks for the feedback. I will definitely have a look at it

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Saschko@WarrenamBuffet

2Yr

Super etf I have myself. Ran in the past super. Currently not like all small caps but that can turn again :) have stoxx and Europe small both in the depot. 10 percent stoxx over 5 percent europe small cap. so also total 15 percent Europe ;)

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BlondesHaar@17JahrBlondesHaar

2Yr

@Dreamliner Thank you for your experience👍 The tide is sure to turn soon🚀😅

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MatsoTake@Embres

2Yr

I am faced with exactly the same question. If diversification is my first priority, then I add the Ishares MSCI World Small Cap to my 70/30 portfolio in the next step and thus have no duplication. If I want more Europe, then it is for me the Lyxor Core Stoxx Europe 600 (200 large caps, 200 mid caps, 200 small caps) with 0.07 TER. Probably best both with a 60-20-10-10 weighting. And exactly at this point I do not do it after all 😂.

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BlondesHaar@17JahrBlondesHaar

2Yr

@Ember That's the difficulty of committing to a strategy that should work as long as possible 😂 I also think about the Europe 600 from time to time....

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Saschko@WarrenamBuffet

2Yr

@17JahrBlondesHaar I have solved it this way but of course there is more effort for rebalancing but it fits :D : 50 percent World (ca. 40 percent MSCI World / 10 percent Msci World small cap) 30 percent EM 15 percent Europe (10 Stoxx Europe, 5 Europe Small) 5 percent Sector bets/dividends ETFS

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BlondesHaar@17JahrBlondesHaar

2Yr

@Dreamliner Sounds good but still too many ETFs for me for now. Comes perhaps still with the future

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