Xtrackers MSCI World ex USA ETF

I had decided to start balancing my portfolio putting less focus on USA (currently over 60%) .I am planning to achieve 5 ETF with a 20% distribution on each of them.

I am planning to sell my only stock the future($Apple) and add the following ETF:

$EIMI (+0,02 %) (Emerging countries)
$EXUS (-0,16 %) (Global excluding US)

I would like to read your opinion/advice, thanks in advance for your feedback :)

4Puestos

14,24 %

3 Comentarios

Abrar@abrarmohi

5Lun

60% USA is not actually a bad thing for the current market. Even the very popular and reliable $VWCE has US weighting around 60%. Underweighting USA could result in lag in performance. The question should be what that 60% USA is consists of. An ETF that is weighted 60% is different from a stock portfolio that is 60% US with a hand few of stocks.

Imo, the best course of action with ETF is probably picking an all-world or world ETF that rebalances itself, and one ETF only. Right now and for several last decades, US performed well which is why the weight is around 60%-70% in most broad ETFs. If it shifts to a different country in the future, the all-world or world will rebalance itself without you needing to sell and rebuy different sector/regional ETFs, provided you also time it correctly.

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Werner L.

@capital_sherpa_1182

5Lun·

Msci world with ex usa

Hello, I have decided to include two ETFs in my portfolio: an MSCI World and an MSCI World ex USA. These two ETFs make up the largest part of my portfolio.

The MSCI World consists of about 70% US stocks, and since I am already heavily invested in individual US stocks, I chose the MSCI World instead of the S&P 500 to avoid too much concentration. In addition, I have chosen the MSCI World ex USA to further diversify.

Of course there are overlaps, but you also have to look at the weightings that each ETF gives to the individual stocks.

What do you think?

Would a combination of S&P 500 and MSCI World ex USA have been better, or do you think my more diversified solution makes more sense?

#Thanks for your advice!

$IWDA (-0,02 %)
$EXUS (-0,16 %)

11 Comentarios

Patrick Schäfer@Hotte1909

5Lun

There is still one with reduced us content. I'll see if I can find it right away. But it could also be that it was a Dekra fund. It was quite interesting in terms of its composition, with 5-10 stocks per country from the major industrialized nations and then small and mid caps by continent or something like that. In any case, it had a 15% US share.
Although I wouldn't actually underweight the USA. Of course, things are going pretty badly at the moment under Trump, but that won't matter over the next 10 years and will probably even give you an excess return

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MyInvestments

@MyInvestments

6Lun·

World Ex US + EM + Gold? 📊

A few days ago, I shared a post asking for your thoughts on my portfolio setup. At that time, it was roughly 65% US market.

However, with the recent uncertainty around potential tax changes for non-US investors, I’m really starting to have doubts.. 😅 Maybe it could still take months before we get any certainty, so I’m unsure whether it’s better to wait it out or just move forward.

What would you do in my situation? Would you go ahead and invest as planned? Or would you increase the allocation to a World ex-US ETF $WEXU (-0,04 %)
$EXUS (-0,16 %) (maybe 15–30%), plus 5% EM, 5% EM small cap, and 5% India — and temporarily park the remaining 55–70% in gold until there’s more clarity on US tax regulations? Or is that gold-heavy approach too risky and keep the money safely on the sidelines for now?

Any thoughts or alternatives are very welcome! 🙏🏼

2 Comentarios

Harald@Madhatter5566

6Lun

I am more or less 85% in gold and silver. Rest is a boring Portfolio of mainly Msci World and then smaller portions of Emerging markets, small cap and Eurostoxx 600 and an even smaller defense Etf.

Its nice to have only a few percent USA or any other country in the Mix, as overall politics doesnt make your Investments volatil as heck.

Would I try to activly sell positions? No. I would change my current tactics. Because i am lazy.

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Novius

@Novius

6Lun·

MSCI without cluster risk - Attractive?

In a recent article, "Welt" pointed out the alternatives to the classic MSCI World when it comes to the "US share" cluster risk.

Almost 70 percent of the index is made up of US equities. And this can increasingly become a problem - especially in the age of US President Donald Trump.

This is precisely where the new ETF from BNP Paribas Asset Management comes in. The Easy MSCI World Equal Weight Select ETF (WKN: A417BH) reduces the US share to 35.8 percent.

The fund distributes all shares equally weighted. This means that it is not the big tech stocks such as Apple, Microsoft and Nvidia that set the tone, but every stock counts equally. In addition, stocks with the worst ESG ratings (environmental, social, governance) are excluded. This makes the fund a classic Article 8 fund - so it is also suitable for sustainability-oriented investors.

There is no longer a single US stock in the top 10 of this new index. Instead, there are European defense stocks such as $RHM (+2,54 %)
Rheinmetall, $BA. (+1,13 %)
BAE Systems and $SAAB B (+1,43 %)
Saab. In the classic MSCI World, the first 23 stocks come from the USA - only in 24th place comes $SAP (-1,17 %)
SAP comes a European.

In the current market phase, equally weighted variants have really caught up. They are up around one percent, while the MSCI World is down four percent. The MSCI World ex USA
$EXUS (-0,16 %) performed even better. Since the beginning of the year, it is eleven percentage points ahead of the classic.

The Invesco MSCI World Equal Weight ETF has raised half a billion euros within a short space of time and the MSCI World ex USA has now raised 2.4 billion euros.

Source (excerpt): "Welt", 03.06.25 | Graphic: ChatGPT

What is your opinion? Do you think these ETFs are attractive? I look forward to your comments.

10 Comentarios

Harald@Madhatter5566

6Lun

I think that's a gimmick. According to your explanations, you're just running into the next bubble like defense. According to the methodology, the Msci would have to adapt to world events anyway, as the high US share is not hard-coded into it.

Personally, I have EM and Small Cap in addition to the World as well as a Eurostoxx 600, so the USA share is limited anyway.

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EdBollo

@EdBollo

6Lun·

Why?

$EXUS (-0,16 %) Why do you have a World ex USA ETF if it always shits in the same way when the Americans do shit? You talk about differentiation, what's the point?

8 Comentarios

Ricola@Roccola601

6Lun

Well, even if you only have the ex USA, you are of course still fully involved in all the influences surrounding trade policy and its effects on other economic regions. In the globalized world, almost nothing can be considered completely decoupled.

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MyInvestments

@MyInvestments

6Lun·

Portfolio Feedback | Long-Term Offensive Investor (28 y/o, €80k) 📈🚀

Hi everyone,

I’m 28 and planning to invest €80,000 with a long-term, offensive strategy. I’m aiming for broad global diversification, focused on both value and growth. I’m totally fine having 60–70% of my portfolio allocated to the U.S. and with exposure to emerging markets as well.

Here’s a rough outline of the allocation I have in mind:

30–40%
Nasdaq 100
$EQQQ (+0,19 %)
$XNAS (+0,22 %)
$CSNDX (+0,21 %)

15–25%
S&P 500
$VUAG (+0,12 %)
$CSPX (+0,08 %)
$SPYL (+0,07 %)

10%
World ex US
$WEXU (-0,04 %)
$IE000R4ZNTN3 (-0,06 %)
$EXUS (-0,16 %)

10%
Small Cap US Value
$ZPRV (-0,1 %)

5% Small Cap World $WSML (+0,19 %)
$ZPRS (+0,26 %)

5% Emerging Markets (EM)
$EIMI (+0,02 %)
$XMME (+0,16 %)

5%
EM Small Cap
$SPYX (-0,68 %)

5–10%
India UCITS ETF
$FLXI (-1,49 %)
$QDV5 (-1,62 %)

Additionally (5-10%), I’m considering adding one or two of the following ETFs – would love your thoughts on which one(s) you’d choose and why (or not):

$SMH (+1,11 %) | VanEck Semiconductor UCITS ETF
$RBOT (+0,23 %) | iShares Automation & Robotics UCITS ETF
$AIQG (+0,51 %) | Global X Artificial Intelligence UCITS ETF USD Accumulating
$XDWT (+0,39 %) | Xtrackers MSCI World Information Technology UCITS ETF

Finally, I’m thinking of picking around 10 individual stocks as a satellite component. Any suggestions? 🚀

Curious to hear your feedback:

• What do you think of this ETF setup overall?

• Would you add or remove anything?

• Would you tweak the allocation? If yes, how and why?

I prefer accumulating ETFs only, and I plan to add €1,000–1,500 every month going forward.

Your thoughts are much appreciated! 🙏🏼😀

5 Comentarios

DieEnte7@DieEnte7

6Lun

It‘s not at all a bad plan, but I would simplify your ETF strategy instead of buying up to ten different ETFs. If you want offensive growth, I‘d say go for Nasdaq 100 (40%; I personally would take S&P500 but I am a more defensive guy; for offensive growth I consider NASDAQ to be better), World ex US (30%) and maybe EM (10%). Regarding the sector ETFs you mentioned, I don‘t feel you really need them as they are mostly included in the NASDAQ. Take one if you feel like one sector is still underrepresented, but you don‘t really need it just to cover the trend. Then you have 20% to spare, where I wouldn‘t select 10 stocks but only around 5. Because 10 positions at 2% Portfolio value are basically another ETF.

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Vito

@Vito69

6Lun·

ETF conversion

I am currently using the $ISAC (-0,01 %) I am broadly diversified and generally well positioned, but I would like to be able to weight certain regions independently. I am thinking of the following ETF model:

An MSCI WORLD EX USA, e.g. $EXUS (-0,16 %)
The classic S&P 500 $CSPX (+0,08 %)
An emerging markets ETF, e.g. $VFEM (-0,12 %)

My idea would be (savings plan):

What do you think of the selected ETFs? How would you weight the ETFs in a savings plan with a view to the future?

4 Comentarios

VP@VPT

6Lun

I would stick with the ACWI.
But otherwise you can do it that way. I just had to keep balancing.

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TotallyLost

@TotallyLost

8Lun·

Update: Pyramized Investment Reserve and the Do-It-Yourself-Leveraged-Getto-ACWI - Chapter 1 - The Bloody Path of Donalds

I had described here https://getqu.in/wtMaho/ described an investment reserve that can generate an excess return with similar or lower volatility than the overall market.

Very abbreviated:

We hold 20% in cash bonds and gold and start buying in reset, pyranized with increasing leverage.

What has changed since the last post?

1. all US bonds and US dollar cash have been removed from the portfolio, the uncertainties surrounding the Mar-a-Lago Accord are simply too great in relation to the opportunity to take a few percentage points in currency gains.

2. as it was (rightly) pointed out that the strategy is somewhat fragmented, I decided to make a few small adjustments.

The inflation-linked government bonds have left the portfolio. On reflection, money market funds and long-dated bonds are completely sufficient to compensate for inflation. (thanks for the comment @SchlaubiSchlumpf )

The investment reserve therefore looks like this:

-------------------------------------------

EURO

30.0% Money Market $CSH2 (-0,02 %)

30.0% German Gov. Bonds 7+Y $X03G (-0,17 %)

-------------------------------------60%

Swiss Franc

20.0% Swiss Gov.Bonds 7-10Y $CH0440081393 (-0,33 %)

-------------------------------------20%

Swiss Gold

20.0% Gold $EWG2 (+0,03 %)

-------------------------------------20%