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DünnParkettBohrer · 2024-01-30T16:22:45.579745Z

Würdet ihr ein USA ETF Portfolio eher mit Indien (bspw $QDV5 ) oder einem EM ex China ETF (bspw $EXCH ) diversifizieren. idee: Indien ist stark und wird weiter wachsen. Ist der Indien-ETF daher die bessere Wahl, da man mit einem allgemeineren EM ETF zu viele Nuckelbuden mit kauft. Was denkt ihr?

DünnParkettBohrer

@user88b8e3cfdd1c4e20

11Lun·

Would you rather combine a USA ETF portfolio with India (e.g $QDV5 (-0,76 %) ) or an EM ex China ETF (e.g $EXCH (+0,6 %) ).

idea: India is strong and will continue to grow. Is the India ETF therefore the better choice, as with a more general EM ETF you buy too many nuggets. What do you think?

13 Comentarios

Hodlinvestor@Hodlinvestor

11Lun

Indien.

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Stulle 🥪@Stullen-Portfolio

11Lun

Personally, I will currently not enter into a single investment with any other country in the world than the USA.
...and the ex-China-EM-ETF $EMXC initially has South Korea and Taiwan in addition to India in a similar order of magnitude of around 20%. I think that's completely okay and sufficiently balanced...

Greetings
🥪😎✌️

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DünnParkettBohrer@user88b8e3cfdd1c4e20

11Lun

@Stullen-Portfolio Hi there!
As far as I know, US tech companies are also highly weighted in the ETF you suggested. Does that double up with large USA ETFs?

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Stulle 🥪@Stullen-Portfolio

11Lun

@user88b8e3cfdd1c4e20
No... there is no US tech in it!
The fact that US companies appear in some compilations of the companies included is due to the way the ETF replicates. Swap is the procedure here...but it takes place in the background and is not to be equated with an actual, superficial duplication...the performance is based on the EM stocks.

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All-in-or-nothing@All-in-or-nothing

11Lun

@Stullen-Portfolio and nonetheless synthetic ETFs track the performance of the index to be replicated with something else. In this case, US Tech😅. The values are therefore actually contained in the ETF you mentioned, not in Hintergrund🤷🏼‍♂️.

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T. K.@Endbenutzer

11Lun

I am betting on India.

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Saarastronaut@Watzeklicker

11Lun

India is growing strongly, but is probably also the most expensive market in the world. There is a good video on EM on YouTube from Investflow. I wouldn't bet on India alone. You are either prepared to take the China/Taiwan risk or not. But if it comes to a war, China cannot be treated in the same way as Russia.

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Hendrik@hendrik_

11Lun

@Watzeklicker In what way do you think India is the most expensive market in the world?

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Saarastronaut@Watzeklicker

11Lun

@hoppe_hendrik The ratings are extremely high and are also above average

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Timo@TimoBrod

11Lun

Why my China?

It feels like half of Asia is dependent on China.

If no China then you have to choose a South America ETF

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Joris@JorisInvests

11Lun

I would go for the $EXCH one

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DünnParkettBohrer@user88b8e3cfdd1c4e20

11Lun

@JorisInvests thanks! Why?

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Joris@JorisInvests

11Lun

@user88b8e3cfdd1c4e20 India is in it, but also Brasil, Thailand,... So you have a better spread. Since you pointed out non distributing etfs, I guess that is more your thing. Also without China. I would like to start investing in an EM etf, but including all EM, and with a dividend. So I'm looking to invest in $VFEM or $IEEM or $LDME, but I'm not convinced yet, need to do more plowing through their prospectus and half-year reports to really decide. $HDEM used to be my first pick, but high dividend is maybe too good and bad for overall return.

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