1Yr·

Portfolio reduction

I would like to reduce the size of my portfolio and thought I would take a look at my ETFs. $SUSW (-0.7%)
$SPYD (+0.28%)
$WQDS (-0.64%)
$OG70 (-0.61%) and invest in $VWRL (-1.23%) or $IWDA (-1.35%) and reallocate. Is this the right move in the long term?

53Positions

€35,801.02

12.73%

3 Comments

Kai@Dividenden-Sammler

1Yr

I would even extend it to $IEFM $CSPX $GLGG $LOCK
If you use $VWRL, you can actually do without ETFs from the MSCI World or S&P500.
I would also leave out industry/sector ETFs if you have a long-term investment horizon. Just combine all your ETFs and focus on the AllWorld and you're good to go.

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Buddy@Dampfhammer

1Yr

In my opinion, 53 positions is an extremely large number. Also in view of their position sizes. In addition, there would be too many overlaps and duplications for me. Many positions are also represented in the first 10 positions of the ETFs. In the long term, I would also focus on a $VWRL or an All World.

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DerMartin@DerMartin

1Yr

I would immediately put everything new into the target ETF and save myself the taxes and spreads for a reallocation.

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