•
33
•@Olli68 I've been investing in the DAX for ages and, according to Getquin, I'm up about 90%. I'll definitely keep the ETF; my entry price was around 120 euros.
••
@Haberlapp Do you hold stocks based on their past performance?
•
11
•@jkb92 It’s more about the performance over the last 1–2 years. I’m just not sure right now whether it makes sense to invest in the DAX and also keep the stocks in my portfolio (double the effort :-))
Of course, I still see upside potential in the stock, but I’d have that with the DAX ETF as well. And with the capital from the stocks, I could increase the percentage allocation to the $ISAC in my portfolio.
Of course, I still see upside potential in the stock, but I’d have that with the DAX ETF as well. And with the capital from the stocks, I could increase the percentage allocation to the $ISAC in my portfolio.
•
11
•@Haberlapp I just overlaid the charts. The DAX and Siemens are moving in similar patterns, except that Siemens is outperforming the DAX. And then there are the dividends. My conclusion from this would be to reduce my position in the DAX ETF—or at least stop adding to it—and instead continue to increase my position in Siemens.
•
22
•@jkb92 That’s a good idea, too. The $DBXD currently accounts for 21% of my portfolio, my $ICDU is just under 20%, and my $ISAC —which I want to increase—is still below 10%, but I plan to raise it to 20% as well. So that’s a good idea of yours… to shift some of my DAX savings allocation to the ISAC and also invest more in Siemens again.
••