3Mon·

Defense ETF

Hello everyone,

what do you think of a defense ETF like the $EUDF (+0.81%) to continue to profit from all defense and military goods?

Or would you prefer a Nasdaq like the $EQQQ (-1.4%) which, however, with my core $IWDA (-0.69%) which of course brings a high USA overweight into my portfolio.

I am looking forward to your opinions🙏

16 Comments

wasi@wasi

3Mon

The 5 largest positions in $EUDF make up just under 60%, diversification looks different there...
I would rather invest in the top picks, you also save the TER.

•

Alex C.@slava_ukraine

3Mon

If you like +100% YTD, then nothing.

••

Robin4@Robin4

3Mon

@slava_ukraine ???

••

Alex C.@slava_ukraine

3Mon

@Robin4 if you are looking for mega performance in the next 5+ years (YTD +109%: e.g. https://getqu.in/LUeWyR/), then you can get in.

••

Shothebow@Shothebow

3Mon

@slava_ukraine until I saw your portfolio, I was actually quite happy with mine 🙈

•

Alex C.@slava_ukraine

3Mon

@Shothebow I'll also show you how my 15-year-old son's securities account has been running since May 1. https://getqu.in/yT6bwg/

••

Shothebow@Shothebow

3Mon

@slava_ukraine Does this mean that you think the shares you have invested in for your junior are the best? Then I would add them to my portfolio...

••

Alex C.@slava_ukraine

3Mon

@Shothebow Quasi yes, they have maximum performance, but also risk. But he still has around 50+ years until retirement - so he can afford it :)

I stole the original idea from here: https://www.wikifolio.com/de/de/w/wfgldefsec#portfolio as they say:
"good artists copy, great artists steal"

••

Shothebow@Shothebow

3Mon

@slava_ukraine Hi Alex, I went shopping once. https://getqu.in/Ui7Nxj/

•

Shothebow@Shothebow

3Mon

@slava_ukraine what do you think? I added a few ideas of my own...

••

Alex C.@slava_ukraine

3Mon

@Shothebow Let's see. You can check the wikifolio regularly, the owner posts trades and information there.

••

Shothebow@Shothebow

2Mon

@slava_ukraine somehow everything is going wrong, what do you think about the future?

••

View one more answer

trade_samurai_mtcur@trade_samurai_mtcur

3Mon

Thanks!

••

Echsenkönig Atokarn@Bezehgombjuderstimme

3Mon

I'm in Wisdom Tree and HanEtf. But I've kept it rather small because for me it's a sector bet and it's more like gambling. These are positions that I will certainly trigger in a few years' time

••

Robert@Baraccus

3Mon

Joined hanetf shortly after its launch and wisdomtree later. These have been among the highest-yielding ETFs in recent months. We will see how long this lasts and also depends on the development of global conflicts.

••