There is quite a lot of self-knowledge in your post, which is great.
I personally think the conclusion to go for a combined ETF solution is great.
However, favoring individual STATES (with the exception of the USA) would not be my preference. Nor would individual SECTORS (with the exception of IT). Personally, I wouldn't bet on individual TOPICS under any circumstances.
I also combine various ETFs myself, each of which plays an individual role in my portfolio. In this way, I actually manage to consistently avoid individual stocks, because I also lack various skills for this.
Greetings
🥪
I personally think the conclusion to go for a combined ETF solution is great.
However, favoring individual STATES (with the exception of the USA) would not be my preference. Nor would individual SECTORS (with the exception of IT). Personally, I wouldn't bet on individual TOPICS under any circumstances.
I also combine various ETFs myself, each of which plays an individual role in my portfolio. In this way, I actually manage to consistently avoid individual stocks, because I also lack various skills for this.
Greetings
🥪
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@Stullen-Portfolio Tip Top Post! Thank you very much! In your profile I could see your strategy, which I think is very good.
So would you advise against thematic ETFs? And what about sector ETFs?
Best regards
So would you advise against thematic ETFs? And what about sector ETFs?
Best regards
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11
•@NeotheHacker
Absolutely, because thematic ETFs (such as green energy, AI, cyber security, water) would be far too specialized or too short-lived for me and I would face similar difficulties as with individual stocks.
I see it differently with the sectors (or industries, same term), of which there are 10 according to the general philosophy (or 11 if real estate is seen separately), but only the Information Technology sector stands out for me here. This is the only sector that I track separately (in a World variant).
However, I also really like the ETF with a sector rotation strategy within the S&P 500 $216361.
I'm glad if you like my breakdown or if it gives you an impulse. I once wrote something about my target weighting here:
https://getqu.in/6gNMNj/
Absolutely, because thematic ETFs (such as green energy, AI, cyber security, water) would be far too specialized or too short-lived for me and I would face similar difficulties as with individual stocks.
I see it differently with the sectors (or industries, same term), of which there are 10 according to the general philosophy (or 11 if real estate is seen separately), but only the Information Technology sector stands out for me here. This is the only sector that I track separately (in a World variant).
However, I also really like the ETF with a sector rotation strategy within the S&P 500 $216361.
I'm glad if you like my breakdown or if it gives you an impulse. I once wrote something about my target weighting here:
https://getqu.in/6gNMNj/
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•@Stullen-Portfolio Thanks for that! I still need to google what exactly the sector rotation strategy is. Seems a bit like the momentum strategy to me doesn't it!
Thanks again for your input
Thanks again for your input
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11
•@NeotheHacker
No, it's (more like) value...so in that sense it's also the opposite of momentum...😉
I once linked an article on this here:
https://getqu.in/om2Wzq/
🥪
No, it's (more like) value...so in that sense it's also the opposite of momentum...😉
I once linked an article on this here:
https://getqu.in/om2Wzq/
🥪
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•@Stullen-Portfolio But you can't see which companies have been selected each month, can you?
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11
•@NeotheHacker
But it is possible.
With a slight delay, all information is available on the Ossiam website, including which four sectors are currently included and which companies (i.e. all S&P 500 companies from the four active sectors). The history is also available.
https://www.ossiam.com/EN/product/23613
But it is possible.
With a slight delay, all information is available on the Ossiam website, including which four sectors are currently included and which companies (i.e. all S&P 500 companies from the four active sectors). The history is also available.
https://www.ossiam.com/EN/product/23613
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•@Stullen-Portfolio You are the best! If I understand you correctly, would you prefer this ETF to an S&P 500 Index ETF? And then add a Global Information ETF?
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11
•@NeotheHacker
Yes, you understand that correctly.
That's the case in my composition, although there are other components to it - and it's only in the combination that it's coherent for me.
Of course with the right target weighting, which will look like this
My world:
20% $JREG
20% $GGRG
5% $ZPRV (small cap US)
5% $EXCH (EM ex-China)
5% $SPYX (EM small Cap)
Accentuation
10% $XDWT (IT)
5% $EQSG (Nasdaq)
US sector rotation ETF
30% $216361
Greetings
🥪
Yes, you understand that correctly.
That's the case in my composition, although there are other components to it - and it's only in the combination that it's coherent for me.
Of course with the right target weighting, which will look like this
My world:
20% $JREG
20% $GGRG
5% $ZPRV (small cap US)
5% $EXCH (EM ex-China)
5% $SPYX (EM small Cap)
Accentuation
10% $XDWT (IT)
5% $EQSG (Nasdaq)
US sector rotation ETF
30% $216361
Greetings
🥪
•
11
•@Stullen-Portfolio Hello again! I have done a bit of research and have now made new savings plans on ETFs.
I have seen that you have taken out the PE ETF and transferred the 5% to the sector rotation ETF.
Otherwise I now have the following ETFs and weightings
$IS3Q 23%
$216361 30%
$GGRP 15%
$WSML 5%
$SPYX 5%
$VFEM 10%
$IUIT 12%
You will of course notice that I have selected a few ETFs differently. But that's because I already have 3 ETFs and have also saved in them.
Apart from that, I wanted to thank you again for sharing your strategy with me. Thanks to the sector ETF, I am now giving up buying individual stocks.
Kind regards
Daniel ✌🏻
I have seen that you have taken out the PE ETF and transferred the 5% to the sector rotation ETF.
Otherwise I now have the following ETFs and weightings
$IS3Q 23%
$216361 30%
$GGRP 15%
$WSML 5%
$SPYX 5%
$VFEM 10%
$IUIT 12%
You will of course notice that I have selected a few ETFs differently. But that's because I already have 3 ETFs and have also saved in them.
Apart from that, I wanted to thank you again for sharing your strategy with me. Thanks to the sector ETF, I am now giving up buying individual stocks.
Kind regards
Daniel ✌🏻
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22
•@NeotheHacker
Yes, that's right, Daniel, I was no longer sufficiently convinced of the PE ETF - this is partly due to the input from @Lorena on ELTIFs and the joint observation with @Epi regarding the fundamental potential of this "asset class".
On the other hand, since I am of course fundamentally and permanently convinced of $216361 as a better performing and at the same time more balanced alternative to an S&P 500 ETF, especially as a corresponding admixture to a global ETF portfolio, I have increased accordingly here. Well observed 😉
By the way, I'm pleased that one or two of my inputs have actually served as an impulse for you 🤙💫
Yes, I think your compilation is great.
It's also "your own world" of large, mid and small caps, globally diversified. Plus It accentuated. Plus the ETF with the sector rotation strategy and the advantages mentioned. I like.
Go for it! 🚀
We're very welcome to keep in touch here and report back to each other...for example, how we manage to do without individual shares if that's part of the plan...it's like that for me 😎)
Yes, that's right, Daniel, I was no longer sufficiently convinced of the PE ETF - this is partly due to the input from @Lorena on ELTIFs and the joint observation with @Epi regarding the fundamental potential of this "asset class".
On the other hand, since I am of course fundamentally and permanently convinced of $216361 as a better performing and at the same time more balanced alternative to an S&P 500 ETF, especially as a corresponding admixture to a global ETF portfolio, I have increased accordingly here. Well observed 😉
By the way, I'm pleased that one or two of my inputs have actually served as an impulse for you 🤙💫
Yes, I think your compilation is great.
It's also "your own world" of large, mid and small caps, globally diversified. Plus It accentuated. Plus the ETF with the sector rotation strategy and the advantages mentioned. I like.
Go for it! 🚀
We're very welcome to keep in touch here and report back to each other...for example, how we manage to do without individual shares if that's part of the plan...it's like that for me 😎)
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