S&P 500 Quality Aristocrats ETF

ETF

ISIN: IE000FJJZA01

Ticker: QUS5

IE000FJJZA01

QUS5

Price

Discussion sur QUS5

Postes

@TechNav

1J·

🔄💰 Bye Bye Nasdaq, Hello Quality! 🚀🎯

After much deliberation and a lot of tax calculations, I decided to sell my long-time Nasdaq ETF. The P/E of ~40 was just too hot for me and the ever increasing weighting of bubble-like stocks like $PLTR (-3,33 %) and $MSTR (-6,56 %) (and a few others that don't excite me at all) really got on my nerves. In my X-Ray Holdings analysis, I saw how they kept creeping up - that was enough for me. What's more, my US and tech allocation has continued to grow in recent years. Not dramatically, but more than I would like.

So I completely liquidated the Nasdaq and reallocated the money: 75% into an S&P 500 Quality Aristocrats ETF $QUS5 (-0,17 %) and 25 % into an S&P Global Quality Aristocrats ETF $QDEV (-0,79 %) . I want to invest in companies that really make money and not just sell fantasies. The two ETFs are still fairly new and currently have little volume and AUM (I am aware of the risk). But they fit my strategy perfectly: only companies with at least 10 years of positive free cash flow (FCF), high FCF margin and strong ROIC. Exactly my thing! 🎯

Sure, the ETFs might take a while to get bigger, but I'm all about long-term quality and stable cash flows - no hype, no gambling! 🚀📈

21.02

iShares NASDAQ 100 ETF

Vendu à 1 209,42 €

7 Commentaires

Epi@Epi

But with $QUS5, you're also fully embracing the current US hype. 😁

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Voir toutes les 4 autres réponses

Cicolas

@Cicolas

2Sem.·

New SPDR Aristocrats Sp500 and WORLD

$QUS5 (-0,17 %)

What do you think?

SPDR has recently created an ETF on the "S&P 500 Quality FCF Aristocrats" index, therefore factorial, with an annualized return of 16.56% (TR) over the last 10 years. ETF of two months and small, 6 million. (a normal S&P500 13.49%) It invests in stocks with positive and growing free cash flow which therefore suffer less from economic macrocycles and are in less cyclical sectors. Furthermore, having the constraint of 60% maximum for each nation exposes you less to the U.S. trend. While for U.S. stocks it takes them with the criteria indicated above and not by capitalization outperforming the normal S&P 500. The ETF that I linked above is in fact the same version, but limited to the U.S. and if you look at the graphs it outperforms the S&P 500 by a lot tr

FCF indicates with positive and growing cash flow over the last 5 years.

ISIN: IE000FJJZA01

There is also the world version

IE000IISJT64

1 Commentaire

Hebel-Horst@DoppelSchlechtMinus

2Sem.

Index strategy sounds good, but whenever an ETF dedicates 50% or more of its allocation to its top 10 positions, I feel like I might as well use it as a shopping list for single stocks rather than paying fees for the ETF. And guess what, the result is pretty similar to my current stock portfolio anyway :)

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