I invest €150 in FoD every month, what do you think of the ETF? There was definitely a big upward movement due to the Trump victory.
HanETF Future of Defence ETF
Price
Debate sobre ASWC
Puestos
11Hello everyone,
I am considering adding a new ETF to my portfolio and would like to ask you for your opinion. I have two ETFs to choose from: the Listed Private Equity USD (Dist) $IPRV (+0,28 %) and the Future of Defense USD (Acc) $ASWC (+0,66 %) . Here is a brief introduction and the reasons for my choice, as well as why I am not taking another MSCI World ETF. Although I know that ETFs specified here are not very popular, I still find these two very interesting.
The Listed Private Equity USD (Dist) $IPRV (+0,28 %) aims to track the performance of an index of listed private equity companies that invest in unlisted companies. This ETF provides access to another asset class that is missing from MSCI World ETFs and invests in high-growth private companies with high potential returns.
The Future of Defense USD (Acc) $ASWC (+0,66 %) invests in companies in the defense and security sector. This ETF benefits from technological innovation and government spending, leveraging rising defense spending and geopolitical tensions for long-term gains.
I do not use another MSCI World ETF to avoid redundancy as it would not significantly diversify the portfolio. The two ETFs cover specific and promising sectors, which leads to targeted diversification and a broader spread of risk. In addition, I have only minimally covered the financial sector so far and have not covered the defense sector at all. (I also already have a large proportion of my portfolio in an MSCI World ETF)
I look forward to your opinions on these two ETFs, and thank you in advance!
$ASWC I don't know. I think it's too dependent on one industry. Times can get more peaceful or seemingly peaceful again. And then you make a decent loss. But yes, of course, it can also lead to a blatant outperformance, but that would be too risky for me.
$CRWD (+2,85 %) - Get out while you can.
Doesn't matter how fast they can fix it. When cybersecurity company fails this hard and causes havoc, they will never be the same again.
Also sold my $ASWC (+0,66 %) for the time being, they had alot of exposure to $CRWD (+2,85 %) , will evaluate later if I open a new position on this ETF.
More luck than sense.
But I've always read somewhere that if Crowdstrike has a security vulnerability then it's going to be bloody.
Technology growth ETFs
Hello dear community!
I have been looking into some growth ETFs and am a bit undecided. The focus here is already on strong growth and also a little more in the technology/software sector, as I don't have enough in this area in my portfolio.
I'm also convinced that technology will always be omnipresent and indispensable....I'm only in my early 30s, so I want to go for strong and "sustainable" growth first.
I have looked at the following ETFs and compared them, e.g. via extraETF, with my favorite "-->" in terms of TER, performance and portfolio:
Information Technology:
--> $IUIT (+0,28 %)
NASDAQ100:
--> $EQQQ (+0,07 %)
SEMICONDUCTOR:
--> $IE00BMC38736
DEFENCE:
--> $ASWC (+0,66 %)
S&P500:
ALL-WORLD:
Can you tell me if I am currently looking too much at the performance of the last 5-10 years instead of sustainable growth in the 4 ETFs, i.e. my selection:
$IE00BMC38736
Looking forward to your feedback!
Dividend portfolio - later growth/blue chips
Hello and good evening everyone!
I would love to get some feedback on my dividend portfolio!
- My goal is to get over €2,000 in dividends and more per year (I have €2,000 in the exemption order anyway due to marriage) and I would very much like to receive monthly cashflow.
- I always have one strong dividend ETF and one growth ETF per quarter because I want to be broadly diversified:
- 1 | January, April, July, October
$EXX5 (+0,24 %) and $ISPA (+0,06 %)
- 2 | February, May, August, November
$FUSD (+0,25 %) and $IMEU (-0,85 %)
- 3 | March, June, September, December
$SPYD (-0,29 %) and $TDIV (+0,29 %)
- I also came across REITS and BDCs not long ago, which I know tend to go sideways, but hopefully in a few years I'll have the investments in without buying new positions.
- In the long term, I would rather switch to growth ETFs (or blue chips) for good growth, but I am also considering thematic ETFs such as
I find simply saving in the S&P500 with a savings plan kind of boring, and I don't know why.
I find it very difficult and too time-consuming for me to find the right time to invest in Microsoft, AMD, Stryker, Novo Nordisk, Cadence Design Systems, Walmert, Alphabet etc., for example.
I would keep my €500 savings plan on the 6 dividend ETFs running, but then add the themes ETFs to the savings plan rate.
What's your opinion - I'm curious!
Regards
Stop saving in the S&P500 because it's too boring.
But then pick out 2 sectors (technology & healthcare) and invest in them (just because they are the two most heavily weighted in the S&P500?). In addition, they are accumulating instead of distributing, if you want to "generate" dividends.
If you split it up, you bring more effort into the portfolio, because at some point you will have to "rebalance" to meet your objective again and minimize an overweight in one direction (e.g. tech).
With some of your individual positions, you overweight the strongest position(s) in the ETF (e.g. Altria Group).
Hello everyone,
Does anyone know the exact composition of the ETF Future of Defense?
I can only find the top 10 positions on the Internet. But I would also be interested in the others.
Thank you and have a nice day
Download at the bottom of the participation list.
Hello,
I would like your opinion about the following defense ETFs: $DFEN (+0,31 %) and $ASWC (+0,66 %)
What you think is best for a investing period of 3 years?
Thanks.
After MSC, second purchase in NATO defense companies. The FoD ETF is not exactly a dream ETF in terms of cost and size, but it is currently the best available. Target investment 10.000 €.
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