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Thetrendisyourfriend · 2024-06-10T21:38:21.373707Z

Hey Freunde der Outperformance!, Ich benötige eure Beratung bezüglich einer Neugestaltung meines ETF Portfolios.: 60% $VWRL 20% $XDEM 10% $XAIX 10% $IPRA Über mich: Ich bin aktuell 19 Jahre, und im 2. Semester Wirtschaftswissenschaften. Mit der ETF Allokation erhoffe ich mir, extra Rendite über die Sektorenwetten zu erwirtschaften, wobei mir das erhöhte Risiko bewusst ist. 100% $VWRL wäre mit aktuell zu monoton und risikoarm. Wie findet ihr die Allokation und was würdet ihr an eurer Stelle verändern? Vielen Dank für jede Interaktion <3

Thetrendisyourfriend

@Thetrendisyourfriend

7Lun·

Hey friends of outperformance!

I need your advice regarding a reorganization of my ETF portfolio:

60% $VWRL (+0,21 %)

20% $XDEM (+0,87 %)

10% $XAIX (+0,85 %)

10% $IPRA (+0,28 %)

About me: I am currently 19 years old and in my 2nd semester of economics. With the ETF allocation I hope to generate extra returns through sector bets, although I am aware of the increased risk. 100% $VWRL (+0,21 %) would be too monotonous and low-risk for me at the moment. What do you think of the allocation and what would you change in your position?

Many thanks for any interaction <3

16 Comentarios

Uwe@SchlaubiSchlumpf

7Lun

It may work, but it doesn't have to. Good luck.

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Thetrendisyourfriend@Thetrendisyourfriend

7Lun

@SchlaubiSchlumpf dankee

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Epi@Epi

7Lun

The PE ETF tracks the S&P500 upwards and the QQQ downwards. Not much good.
If you want extra returns, you can hardly avoid BTC.

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Thetrendisyourfriend@Thetrendisyourfriend

7Lun

@Epi Well, I said I'm prepared to take extra risks. That doesn't mean I'm prepared to gamble my money away 😅

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Stulle 🥪@Stullen-Portfolio

7Lun

With private equity, you definitely get the risk you seem to be looking for 🚀
...but not an adequate return, but maybe that's not your point 🤷‍♂️

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Thetrendisyourfriend@Thetrendisyourfriend

7Lun

@Stullen-Portfolio Are you not a fan of the PE ETF?

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Stulle 🥪@Stullen-Portfolio

7Lun

@IIlIlIIlIIllIl
Yes, I don't like MaxDD of >80%. 😕

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Thetrendisyourfriend@Thetrendisyourfriend

7Lun

@Stullen-Portfolio I can understand that very well.

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Thetrendisyourfriend@Thetrendisyourfriend

7Lun

@Stullen-Portfolio What do you think of $XDEM as opposed to $IWDA?

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Stulle 🥪@Stullen-Portfolio

7Lun

@IIlIlIIlIIllIl
Basically, I like factors.
First and foremost size, because small caps are underrepresented in the broad ETFs and this adds further diversification to the portfolio in addition to the factor.
I also find value very interesting and, of course, quality.

However, it is also important to me personally that I don't just combine ETFs that are all weighted by market capitalization.

Regards
🥪

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PowerWordChill@PowerWordChill

7Lun

According to everything I've read, private equity has been played out.
It used to be quite profitable, but now there are more players / money on the market than there are attractive companies for sale.
And the PE firms are fighting over these companies, driving up purchase prices.
Instead of private equity, you can also buy a small-cap ETF, which behave in a similar way. 😘

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Thetrendisyourfriend@Thetrendisyourfriend

7Lun

@PowerWordChill I will take another look at it thank you very much 🫶

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JtoTheB@JtoTheB

7Lun

@PowerWordChill I have a similar view! PE as an asset class has become less attractive since the slightly higher interest rates. The typical buyout business (LBOs) of PE companies has flattened out considerably due to the higher interest rates (an LBO with a debt level of over 70% no longer makes sense). The pearls in the portfolio are polished up at an operational level and not sold. The less well-performing assets in PE portfolios are sold at multiples that are sometimes too low.

However, in my opinion PE companies are still interesting candidates on my watchlist:

1. specialized PE companies such as $MUX, which do a lot of restructuring, have a high deal flow, especially in Europe, in the next few years and are also sitting on a lot of dry powder. A good mix 😄

2. companies such as $KKR or $BX are currently diversifying heavily into other asset classes. In my opinion, a particularly interesting area here is private credit (which is nothing more than shadow banking - but lucrative) or infrastructure.

3. if interest rates are now successively lowered, this will have a positive effect on the PE sector, but especially on LBO activity. However, you need a crystal ball for this 😄

Cheers!

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