11Lun
never heard them before...
Is the TER information on Getquin correct?
If so, why don't you invest in cheaper alternatives?
Is the TER information on Getquin correct?
If so, why don't you invest in cheaper alternatives?
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11Lun
@Alpalaka Yes, the cost details are correct. What would be alternatives with similar criteria for you?
RAFI index
In our own type of RAFI index (Research Affiliates Fundamental Indexing), fundamental key figures such as sales, cash flow, dividends, book value and number of employees determine the weighting instead of pure market capitalization. This prevents an overweighting of overvalued shares.
RAFI index
In our own type of RAFI index (Research Affiliates Fundamental Indexing), fundamental key figures such as sales, cash flow, dividends, book value and number of employees determine the weighting instead of pure market capitalization. This prevents an overweighting of overvalued shares.
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11Lun
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11Lun
@Alpalaka due to dividend yield, diversification, dividend growth. Under the Rafi criteria above.
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11Lun
@_marcuz_ joa okay if you want to have the RAFI criteria in your portfolio, go for it :)
The EmergMarkets has made 20% since 09.
Europe has gained 50% since 09.
As far as I know, both figures include the dividend here on Getquin
The performance is rather so-so...
The EmergMarkets has made 20% since 09.
Europe has gained 50% since 09.
As far as I know, both figures include the dividend here on Getquin
The performance is rather so-so...
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@_marcuz_ You can also get such dividend yields with ETFs that perform well 🤷🏻♂️ And many of them are also capped to prevent outliers in the capitalization weighting.
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@_marcuz_ and when it comes to the book value figure, you end up in the financial sector for the most part. Personally, it would be far too bank- or finance-heavy for me. What is almost as sensitive to interest rates and the economy as tech? That's right, finance😅. Then you can also take a standard all-world ETF, which performs significantly better, costs less and is still at least solid ausschüttet🤷🏼♂️. This approach makes little sense to me, sorry.
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•11Lun
@randomdude please provide 1-2 examples.🙏
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11Lun
@Alpalaka No, this is performance without reinvesting dividends, so it is still on top.
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11Lun
@PassiveInvest good argument. 🙏
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•@_marcuz_ Here, for example, I have a backtest with a dividend world portfolio. Annual rebalancing and optimized for a 3% dividend yield:
https://getqu.in/NBYCsx/ https://getqu.in/NBYCsx/
The performance with reinvested dividends should easily outperform an ACWI. Idea is a portfolio running largely on autopilot for the withdrawal phase.
https://getqu.in/NBYCsx/ https://getqu.in/NBYCsx/
The performance with reinvested dividends should easily outperform an ACWI. Idea is a portfolio running largely on autopilot for the withdrawal phase.
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