1Mon·

Good in the long term?

Would it make sense with a

long-term investment period of 20 - 40 years the Dow Jones Titans 50 Etf $$EXI2 (-1.24%) as the only Etf core in the portfolio via a savings plan?

What is your opinion on this?

👇👇👇

13 Comments

GreenWash@GreenWash

1Mon

Personally, I think it is good enough. There are 50 top companies and they are rebalanced accordingly.
It's basically a blue-chip momentum ETF. The benchmark is the $VWRL, with which you can certainly sleep more soundly. But you can find good reasons for both 🙂

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Christoph@ChrisBizz

1Mon

I am also thinking about investing in this ETF at the moment. My thought behind it:
Why invest in an MSCI World or S&P 500 (which inevitably also means investing in bad and unprofitable stocks) when you can invest the money specifically in the global TOP 50 companies?

If the USA's pioneering role comes to an end (which I personally don't believe will happen, but of course it could), the weighting in the ETF will automatically change and Europe, for example, will then have the highest weighting 🤷‍♂️

I've looked at the selection process and I think it's implemented quite sensibly. The only thing I find a bit high is the TER and a more harmonious weighting of the individual securities would be good (e.g. max. 5% per security). Apart from that, I don't see what should speak against this ETF.

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Fabian Z.@fz_aktien

1Mon

@ChrisBizz That's exactly what I think

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Christoph@ChrisBizz

1Mon

@fz_aktien I just came across this ETF from WisdomTree, which also sounds interesting. It's a bit more broadly diversified and cheaper, but I haven't looked at the composition in detail yet: $null

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Fabian Z.@fz_aktien

1Mon

@ChrisBizz there is something wrong with the link can you share the ISIN?

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Christoph@ChrisBizz

1Mon

@fz_aktien IE000Y83YZ44.

It was probably launched very recently on 19.2.25, there is not much information yet.

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GreenWash@GreenWash

1Mon

@ChrisBizz It's a quality ETF, there's already a similar one from Xtrackers $XDEQ with 500 stocks. I find the $EXI2 more interesting, although of course less diversified.

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Chandra@Chandra

1Mon

I can tell you that in 20-40 years 😉
Joking aside, as the only ETF, I don't think it's diversified enough and very US-heavy. Just because the US has done so well in recent years doesn't mean it will do well in the future. I would prefer something like the $VWRL.

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Smudo@Smudeo

1Mon

No return between 2007 and 2017. If this happens to you a few more times in the 30 years? Like the comments below, add 2-3 ETFS, World, Asia, EU

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Le@Vuu

1Mon

TER 0.51% and distributing. The thing is completely unsuitable

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Andi@AnBor209

3Wk

40% of the titan $EXI2 with 40% $VWRL and 20% $BRK.B would be my recommendation. Personally, I am currently avoiding US equities. However, Warren Buffet's quasi-ETF $BRK.B is a no-brainer.

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portfolio_wizard_681@portfolio_wizard_681

2Wk

@AnBor209 but isn’t the overlap between $EXI2 and $VWRL a bad idea, isn’t it inefficient?

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Andi@AnBor209

2Wk

@portfolio_wizard_681 This is the case with almost all globally oriented ETFs. I would go so far as not to include $VWRL in my portfolio at all, but rather $EXI2 and $BRK.B at 50% each. Best regards

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