I'm seeing some nervousness in the community right now, so I'd like to say a few words of reassurance.

We have an oil crisis here, not a stock market crash. The S&P , the FTSE and the Stoxx 50 were ripe for a correction anyway. But this is really nothing compared to what we've seen during COVID. Once Hormuz is open again, it will take a lot of pressure off the markets. In 1.5 months, the markets could be back to where they were before the Iran conflict. We saw something similar during the pandemic and the situation was even worse then. Many see this more as a buying opportunity.

In the end, the ECB or the Fed could also say a few reassuring words and the market would recover quickly. There is no real fundamental problem with companies at the moment. The Fed probably won't say anything yet because we have an inflation problem due to the higher oil price and the S&P has only fallen -9%. The Fed normally only reacts when the market is heading towards -20%.

Many feel like they have to do something when their portfolio is red. Then they quickly come up with ideas such as betting on commodities, whether oil or gas will rise/fall. But this is exactly what Buffett has always warned against. Even the best equity investors don't have a magic bullet. These prices are determined by geopolitics, not economics.

An intelligent investor can make more money by thinking about productive assets rather than oil prices. Buffet's number 1 rule: don't lose money. Therefore, stick with companies that have strong cash flow, because if inflation is a risk, you should look at companies with a strong MOAT that can easily raise their prices. A good example is Coca-Cola. When prices go up, people still buy. a.k.a defensive consumer sector $XDWS (-0,1 %) . That's why we see momentum in companies like $PG (+0,1 %) or $PM (+0,07 %)

Other companies that can always make money and raise their prices are $MSFT (-0,26 %) , $AAPL (+0,38 %) , $V (+0,14 %) , $SAP (-0,34 %) etc. These companies do not have to constantly make new investments to justify their prices. The MOAT takes care of that. This is very valuable in times of inflation.

$XDWS (-0,1 %)

i'm thinking of putting about 20k into this ETF as a building block for retirement provision ... as i have very little or almost nothing in the consum area but 85% tech stocks ... that would be a certain compensation ... depending on the situation, I would even increase it to 50 k in the long term ...

consumption goods are also important in times of crisis, everyone has to brush their teeth and work their butts off, or how do you see it ? i don't want to consider world etf, i want to invest in sector etfs out of conviction ....

what do you think about this etf ?

Hello everyone, I have both distributing and accumulating ETFs.

With distributing ETFs, the issue of dividends is relatively simple, clear and straightforward.

However, I am not quite sure how the dividends of the individual securities work in relation to the ETF in the case of accumulating ETFs. Is there any way of recognizing what influence the dividend has on the share price? For me, the issue is still a bit fuzzy. For example, I invest in the $XDWS (-0,1 %)

I have 2-3 stocks in it as individual investments > dividends are paid quarterly into my account and can be used. But what happens to all the distributions from the shares in the ETF? Would be nice if you could help me understand more here 😄

Topic of basic consumption

$XDWS (-0,1 %)

What is your opinion on a consumer staples ETF, attractive or would you rather invest in certain individual stocks? I want to add a little to this sector, but am undecided whether to invest in individual stocks like $KO (+0,24 %)
$SBUX (-0,93 %)
$PEP (+1,26 %)
$ULVR (-0,25 %) or a suitable ETF.

what is your opinion on the split?

70% in $VWCE (+0,26 %)

15% in $XDWS (-0,1 %)

15% in $SPYD (+0,84 %)

The Spyder not necessarily only because of the dividend, I also find the composition very interesting.

Is it possible to do this or should I adjust the weighting?

Hey guys, what do you think of the Consumer Staples ETF?

I find consumer staples to be an important portfolio component, but I'm not sure which individual stock(s) would be best to take there, so I've been thinking about purchasing this ETF. The downside for me is that what I really like about consumer staples is the dividend, which is not included here. What do you guys think of an ETF like this?

Hey guys, what do you think of the Consumer Staples ETF?

I find consumer staples to be an important portfolio component, but I'm not sure which individual stock(s) would be best to take there, so I've been thinking about purchasing this ETF. The downside for me is that what I really like about consumer staples is the dividend, which is not included here. What do you guys think of an ETF like this?