5D·

Your pros & cons

I would be interested to know why you $WINC (-0,35 %) in the portfolio or why you don't take it in, it is currently doing quite well and the return (dividend / premium) also looks good

In dollars you even get jealous 😅🤣

15 Comentarios

Chris@Multibagger

I don't have it because I find a 10% return p.a. uninteresting. Whether in € or $.😉

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Wiktor_06@Wiktor_06

@Multibagger can you share your portfolio in the future? Would be extremely exciting

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Saschko@WarrenamBuffet

Good return / cash flow

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Metis@Metis

I currently see no reason for me to invest in a world ETF with the highest possible dividends.
I opted for $VWRL because dividend growth is primarily more important to me for my investment horizon.
(And the TER is lower than yours)

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GHF@GHF

Unfortunately, your ETF does not have a long history. But just do a benchmark with an MSCI World ETF.

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Saschko@WarrenamBuffet

@GHF Total return since comparison
14.01% $WINC vs 14.09% $HMWO

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Fabian F.@Fabianfeuer

Distributing, low fund volume and high TER simply do not fit my strategy.

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Super_Geroy@Super_Geroy

I have it in my custody account and savings plan because I want to try out the concept of an active ETF. I also have 2 other active ETFs in my savings plan.

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Epi@Epi

Low returns, high fluctuations - who would be interested in something like this?

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Yieldrology@Yield-Ahead

@Epi To what extent do you think the return is low? On a total return basis, I see practically the same performance as the MSCI World benchmark index. Not every CC fund can claim that....

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Epi@Epi

@Yield-Ahead Exactly. The synchronization with MSCIWorld last year shows that the higher costs are neither compensated by a better return nor by lower fluctuations.
If you deviate from the B&H WorldETF, you should be rewarded somehow. I have the impression that $WINC is just window dressing. 🤷

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Michael@equity_enthusiast_149

@Epi Let's wait and see, it's still relatively young... I've invested a little and am watching the development

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Yieldrology@Yield-Ahead

@Epi Nope. I don't see any window dressing here. The ETF does exactly what it promises and pays out 8%-10% pa. It doesn't promise lower volatility, that's what JPM does with its min-vol CC ETFs. The distributions of $WINC are reward enough. In return, you pay TER 0.35 and again quite decent transaction costs for the frequent intra-fund rebalancing of this active ETF. Overall, I can't understand your objections.

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Epi@Epi

@Yield-Ahead Here the TER is given as 0.77%.
By eyewash I mean that the ETF promises an advantage over MSCIWorld, but has none. Only higher costs. 🤷

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Yieldrology@Yield-Ahead

@Epi 0.77% TER is definitely wrong. The total costs including transaction costs may amount to 0.77%. The ETF rebalances very frequently. It is active.

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