1Mo·

Hello everyone,

I am considering adding a new ETF to my portfolio and would like to ask you for your opinion. I have two ETFs to choose from: the Listed Private Equity USD (Dist) $IPRV (+2,43 %) and the Future of Defense USD (Acc) $ASWC (+1,18 %) . Here is a brief introduction and the reasons for my choice, as well as why I am not taking another MSCI World ETF. Although I know that ETFs specified here are not very popular, I still find these two very interesting.


The Listed Private Equity USD (Dist) $IPRV (+2,43 %) aims to track the performance of an index of listed private equity companies that invest in unlisted companies. This ETF provides access to another asset class that is missing from MSCI World ETFs and invests in high-growth private companies with high potential returns.


The Future of Defense USD (Acc) $ASWC (+1,18 %) invests in companies in the defense and security sector. This ETF benefits from technological innovation and government spending, leveraging rising defense spending and geopolitical tensions for long-term gains.


I do not use another MSCI World ETF to avoid redundancy as it would not significantly diversify the portfolio. The two ETFs cover specific and promising sectors, which leads to targeted diversification and a broader spread of risk. In addition, I have only minimally covered the financial sector so far and have not covered the defense sector at all. (I also already have a large proportion of my portfolio in an MSCI World ETF)


I look forward to your opinions on these two ETFs, and thank you in advance!

1 Commentaire

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$IPRV I find it very exciting. I've only just come across it again.

$ASWC I don't know. I think it's too dependent on one industry. Times can get more peaceful or seemingly peaceful again. And then you make a decent loss. But yes, of course, it can also lead to a blatant outperformance, but that would be too risky for me.
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