9Lun·

1-year performance: current result

$GERD (+0,05 %) has actually achieved a return of approx. 1% more than the ACWI IMI over 1 year, exactly as predicted. (With TER additional costs of 0.3%, i.e. an outperformance of +0.7%).

I am thrilled how perfectly Gerd Kommer has put his financial theory into practice - and therefore gladly prepared to pay the slightly higher TER of 0.5% !!!!

UPDATE after 3 years of existence:

Average 19% return per year - without noticeable volatility !

Running... :-)

Initially somewhat worse than the MSCI World, for example, but the last year even better

(because the MSCI World is now normalizing again after the tech boom years).

-> In the long term over >10 years it will be 1% more p.a. I still firmly believe that.

9 Comentarios

Alpalaka@Alpalaka

9Lun

Don't you think that one year is a bit short to evaluate the performance of an ETF?

By the way: https://www.justetf.com/de/etf-comparison.html?isin=IE0001UQQ933&isin=IE00B6R52259

•

TotallyLost@TotallyLost

9Lun

@Alpalaka NO BLASPHEMY HERE!
Remember, no one expects the Spanish Inquisition, but even less expect Thomas Kehl in a Batman costume with a baseball bat from iShares to make sure your dentist can afford a second car.

So be very, very careful what you say here. There should be no doubt about the ETF pope.

🔪🩸💀🥀

•

Alex@AlexBloch

9Lun

@Alpalaka Normally yes, but it has only been around for 2 years and yet it has already lived up to expectations. The more years you wait for a comparison, the more certain this result becomes. This is inherent in an ETF as broadly diversified as this one. Regardless of the integrated factors that are responsible for the actual outperformance... But yes, we won't know for sure for a few years. Nevertheless, I am already invested now because the concept behind it is 100% convincing.

••

Alex@AlexBloch

9Lun

@TotallyLost Nomen est Omen.

•

Jürgen S.@Snoopyjs

9Lun

Nice that it worked out for you, but depending on the time of entry and the period under consideration, things look different...at 3 and 5 years it is behind....higher TER not yet taken into account

•

Alex@AlexBloch

9Lun

@Snoopyjs This is precisely why it is not designed for 3 or 5 years, but for at least 10, so that you can safely ignore times of crisis, even if you happen to have entered just before them. (Incidentally, there would have been an additional booster if you had entered the market at a favorable time during a crisis. Overall, this averages out at different entry points, especially with a 10-year holding period, so that you get the systematic market return plus approx. 1%).

••

Banana M.@Banana_Millionaire

9Lun

Well less US exposure = less affected by the $/€ exchange rate.
I don't think it will make it in the long term, but I continue to follow the ETF with great interest.

••

Mau@ProMau

9Lun

If you set it to Max, it's about 3.5% behind. And even that is hardly enough in the long term.

••

Alex@AlexBloch

9Lun

@ProMau However, it starts in the boom year 2024, i.e. at the high, so it's no wonder that it made so little return over this period - but the other world indices fared the same... So: in comparison over 1 year, it has done better so far, especially since we had the Trump short crash in the middle, which all indices had to survive. And I bet it will continue to do so in the coming years and comparisons...

••