4Wk·

ETF Portfolio Review: Open to Suggestions and Critique

Hello everyone!

I’d like to start the discussion by mentioning that I live in Greece, where all dividends from ETFs, as well as all ETF transactions, are tax-free.

With that in mind, here’s my current allocation in my T212 account:

40% in $FWRG (+0.47%)

30% in $XESC (+1.12%)

30% in $TDIV (+0.34%)

(All dividends are automatically reinvested into these ETFs.)

Please note that my $IWDA (+0.6%) holdings are part of a separate portfolio for different reasons, so you can disregard them for this discussion.

I’d love to hear your thoughts 💭 on my allocation. What do you think, or what would you suggest for me to consider next time⌛? Please feel free to share any constructive criticism!

4Positions

0.61%

4 Comments

SoftDev@SoftDev

4Wk

I just decided to get rid of my $EXW1 ETF and put that money into $IS3Q the growth would be much more worth I think.

If I was you I would probably put that money ($XESC ) in $FWRG or $VUAG .

•

Harris K.@Kiakotos81

4Wk

@SoftDev nice idea! But I'm afraid US market atm cause it is very volatile. You will tell me millionaires become during volatility and I agree, but still I want to minimize my exposure to US. That's why I picked the Stoxx 50.

••

SoftDev@SoftDev

4Wk

@Kiakotos81 yeah I have the same concern but I'm in so will keep enjoying the discount.

I think $IS3Q is really good, world exposure and only quality companies. The growth is quite good.

I'm still a beginner so just sharing my thoughts tho, make your own research always and good luck! 😁

•

Harris K.@Kiakotos81

4Wk

@SoftDev thanks for your thoughts 💭 That is what I was expecting with my post to have a discussion. I strongly believe that the war in Ukraine is going to an end, and thus the Stoxx 50 will rise! That is what I'm expecting...

••