2Yr·

Increased my position by 145% as EM had only taken 5% in my portfolio and the timing was currently very good for the ETF to re-buy on an annual basis.

06.03

Amundi Index MSCI Emerg Mkt SRI PAB ETF DR A

Bought x6 at €49.42

€296.49

7 Comments

Jens@Buy&Hold@Jasonswords2000

2Yr

I would actually like to do that, too, but China is too hot for me at the moment. My 70/20/10 thought is really discarded by the upcoming crisis.

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Daniel@Eco-Dan

2Yr

@Jasonswords2000 Yes, I understand. But I am glad that the SRI here weights China with only 20% and not like many other EM with 30%.

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Jens@Buy&Hold@Jasonswords2000

2Yr

Maybe I'm thinking too passively at the moment. I don't know. Concentrate on the MSCI World for the time being.

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Martin W.@MineraLogik

2Yr

@Jasonswords2000 Whether a crisis is coming or whether it is already there or has even been there can only be seen in retrospect. MSCI World is certainly not a bad idea, but then the crisis may not hit the U.S. so hard, because they are so overweighted there. I have a 50/30/20 strategy and stick to it, because I think that diversification in emerging markets is the best hedge.

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Epi@Epi

2Yr

@Jasonswords2000 There are alternatives for China skeptics, e.g. $EXCH or $IEMS

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Daniel@Eco-Dan

2Yr

@Epi Yes, but you still have the China-Taiwan risk, as I like to call it.

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Epi@Epi

2Yr

@Eco-Dan The risk exists with all EMEtfs. But with the EM SC Etf, the direct exposure is limited to about 27%. And what do you think will happen to a WorldEtf if the conflict breaks out there?

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