6D·

Defense ETF

Hello everyone,

what do you think of a defense ETF like the $EUDF (+1.1%) to continue to profit from all defense and military goods?

Or would you prefer a Nasdaq like the $EQQQ (+1.3%) which, however, with my core $IWDA (+0.81%) which of course brings a high USA overweight into my portfolio.

I am looking forward to your opinions🙏

14 Comments

wasi@wasi

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.

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Alex C.@slava_ukraine

If you like +100% YTD, then nothing.

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Robin4@Robin4

@slava_ukraine ???

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Alex C.@slava_ukraine

@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.

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Shothebow@Shothebow

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

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Alex C.@slava_ukraine

@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/

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Shothebow@Shothebow

@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...

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Alex C.@slava_ukraine

@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"

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Shothebow@Shothebow

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

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Shothebow@Shothebow

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

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Alex C.@slava_ukraine

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

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trade_samurai_mtcur@trade_samurai_mtcur

Thanks!

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Echsenkönig Atokarn@Bezehgombjuderstimme

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

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Robert@Baraccus

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.

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