iShares STOXX Europe 600 Insurance ETF

ETF

ISIN: DE000A0H08K7

Ticker: EXH5

DE000A0H08K7

EXH5

Price

Discussion sur EXH5

Postes

_ake_

@_ake_

2Sem.·

Conversion of my depot from Q2 2025!!!

Thank you for your constructive tips, suggestions and criticism!!! 👍🏻👌🏻 (@Chucky075 , @DADlikesCRYPTO , @Aktienmasseur , @Meikl_22 , @Dividenden-Sammler , @Berliner_Weltenbummler , @Epi)

I sat down and picked my portfolio apart. I evaluated each stock & ETF. I took a close look at the performance and dividend yield of the individual stocks and rated them according to points. Based on this points plan, I selected 6 ETFs for the new portfolio.

From 22 ETF titles, only 6 ETFs remain. I have selected the following ETFs:

$HMWO (+0,5 %)
EUR 460.00 from the savings rate (approx. 82.14%)
$AHYQ (+0,46 %)
EUR 40.00 from the savings rate (approx. 7.14%)
$FUSD (+0,27 %)
EUR 40.00 from the savings rate (approx. 7.14 %)
$EXH5 (+0,96 %)
EUR 40.00 from the savings rate (approx. 7.14 %)
$XIEE (+0,16 %)
EUR 40.00 of the savings installment (approx. 7.14 %)
$QYLE (-0,4 %)
EUR 40.00 from the savings installment (approx. 7.14 %)

All shares remain in place and are saved through savings plans. Furthermore, I have decided to leave the remaining 16 ETFs in the portfolio, but not to save any more.

The allocation of the portfolio should consist of 70% ETFs and 30% individual shares. The savings installment is EUR 800.00 per month. EUR 240.00 will be invested in individual shares and EUR 560.00 in the above-mentioned ETFs.

What do you think?

Do you have any tips or ideas?

Of course, I hope I've found the right approach now. 🙈🙊

_ake_

@_ake_

2Sem.·

I would appreciate some constructive help!

I have been investing myself since 2013 and started with individual shares and options (leverage products). In my youthful recklessness, I had to learn the hard way. Fortunately, I have been able to recoup my losses very well over the years.

For this reason, I have steered clear of options since 2014 and now only invest in individual shares and ETFs.

In 2023, I started to set up a portfolio for my retirement provision (see below). For this reason, I liquidated my old portfolio with good profits and reinvested them in the new portfolio.

The new portfolio is saved monthly in the amount of EUR 800.00 through savings plans. Some of you are probably wondering about the large position $PFLT (+0,14 %). I have held this single share since the beginning and it offers a good cash flow with few price fluctuations.

I follow a dividend strategy myself, so I always have some liquid funds available and can allocate them better to the individual positions.

The position $PSEC (-0,02 %) will not continue to be held after a dividend cut.

It's not the best portfolio. But so far I'm satisfied. Nevertheless, I would be very happy to receive help and tips from you. ☺️

Thank you already for your feedback!!! 👌🏻👍🏻

19 Commentaires

2Sem.

I find it difficult to judge. It's like a friend asking you whether his new car should have 2 or 4 doors. How would you know? You'll have to ask him what he intends to do with the car and what his expectations are.
So: what are you interested in? Max return? Min max drawdown? Min vola? What is your goal, what is your risk profile?

Without everything, I would always recommend the Epi portfolio: 60% world AG, 20% gold, 20% BTC. Above-average return with average risk. Unfortunately, your suggestions have neither. 🤷

•

Voir toutes les 5 autres réponses

Sebastian

@Shotmaster

3Mo·

Hello dear Gequin Community,

I am currently working on restructuring my portfolio. Historically, I currently have a few funds and a number of individual shares.

I would like to switch the funds to ETFs and continue to save in them.

Classically, I would now select the following ETFs:

$VWCE (+0,4 %) / $VHYL (-0,64 %) and $VFEG (-0,05 %)

Now my little thought experiment: Why should I limit myself to three ETFS when I could spread the whole thing much more widely? I have also thought about something like this (with smaller sums, of course):

Of course I have a few duplications here, but I am much more differentiated.

Does this approach make sense in your eyes or is it a modest idea?

6 Commentaires

Luffy@Luffy3D2Y

3Mo

Even if some disagree, sector ETFs are not a slice of the pie. It's just like a casino. You bet on a sector and hope to achieve an excess return. It can go well, but it can also go wrong. If you're aware of that, then it's okay. And why shouldn't you limit yourself to just three ETFs? First of all, what is your goal with more than three ETFs? You want to switch for a specific reason. Is that still the case? Do you want to go to the trouble of weighting the individual ETFs depending on what's going well or badly?

•

Voir toutes les 2 autres réponses

Titres populaires

Meilleurs créateurs cette semaine