6J·

World Quality Aristocrats vs All others 🥊

I took a few interesting screenshots comparing $QDEV (-0,9 %) with other popular indexes $IWDA (-0,48 %) , $CSPX (-0,58 %) , $FGEQ (-0,45 %) and $VWRL (-0,5 %)

It is about the annualized 10-year total return (price + dividends)

World Quality Aristocrats: ≈15%

MSCI World: ≈11%

S&P500: ≈13%

FTSE All-World: ≈10%

Fidelity: ≈11%

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27 Commentaires

Tenbagger2024@Tenbagger2024

6J

What bothers me is the high Apple weighting.
But fortunately Tesla is not included.

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K

@TechNav

1Mo·

DCA in quality instead of width 🌍

Why buy the entire world ETF when you can just pick the 100 best quality companies that outperform the MSCI World and S&P500? The same applies to the top 100 stocks from the S&P 500 -> $QUS5 (-0,8 %)

02.06

SPDR S&P Developed Qual Aristocrats ETF

Acheté à 9,243 €

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14 Commentaires

TotallyLost@TotallyLost

1Mo

why not buy the MSCI World Quality $XDEQ? or the $GGRG
At the end of the day, you are mapping the quality factor, it is difficult to say which system best exploits this, which is why I am a fan of diversifying the individual factors with different methodologies.

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Fabio

@Fabio_M

2Mo·

April Rebalancing: Strategic Shifts in the Portfolio

The semi-annual rebalancing of the SPDR S&P Developed Quality Aristocrats ETF ($QDEV (-0,9 %) ) has just been completed, bringing notable changes to the composition of this quality-focused investment vehicle.

Outgoing Companies:

RELX PLC$REL (-0,85 %)
Keyence Corporation $6861 (-1,24 %)
London Stock Exchange Group plc $LSEG (-0,79 %)
Booking Holdings Inc. $BKNG (+0,04 %)
Industria de Diseno Textil S.A. (Inditex) $ITX (-0,8 %)
Texas Instruments Incorporated $TXN (-0,41 %)
Cencora Inc.$COR (-0,6 %)
Coloplast A/S Class B$COLO B (-0,1 %)
Moncler SpA $MONC (+0,86 %)
Cardinal Health Inc. $CAH (-0,56 %)
CAR Group Limited $CAR (+3,43 %)
Waters Corporat $WAT (-3,32 %)
Nova Ltd. $NVMI (-0,17 %)
Monolithic Power Systems Inc. $MPWR (-0,52 %)

Incoming Companies:

Alphabet Inc. Class C$GOOG (+0,16 %)
Nintendo Co. Ltd.$7974 (-1,54 %)
S&P Global Inc. $SPGI (-0,7 %)
InterContinental Hotels Group PLC $IHG (+0 %)
Bristol-Myers Squibb Company $BMY (-1,42 %)
Intercontinental Exchange Inc. $ICE (-0,82 %)
Regeneron Pharmaceuticals Inc. $REGN (-1,13 %)
Motorola Solutions Inc. $MSI (-0,18 %)
Marriott International Inc. Class A $MAR (+0,01 %)
Hilton Worldwide Holdings Inc. $HLT (-0,87 %)
Industrivarden AB Class C$INDU C (-0,25 %)
EMS-CHEMIE HOLDING AG$EMSN (+0,29 %)
D'Ieteren Group SA/NV $DIE (-0,57 %)
Electronic Arts Inc. $EA (-0,87 %)
CK Infrastructure Holdings Limited $1038 (-1,64 %)

This rebalancing aligns QDEV with evolving market conditions while maintaining its focus on quality companies with strong financial foundations. For investors seeking exposure to financially robust global corporations, these changes appear strategically sound, particularly with the inclusion of resilient tech giants and hospitality leaders positioned for growth.

Will this prove to be a winning choice? The fundamentals certainly suggest so.

#Investing
#ETF
#QDEV
#PortfolioManagement
#QualityStocks

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K

@TechNav

2Mo·

The S&P Quality FCFAristocrats® Indices

Very interesting article on the topic of quality shares by $SPGI (-0,7 %) Exploring the Principles of Consistency and Efficiency in Free Cash Flow Metrics

https://www.spglobal.com/spdji/en/documents/education/education-the-sp-quality-fcf-aristocrats-indices.pdf

I myself invest in the two indices launched by SPDR via DCA.

$QDEV (-0,9 %) and $QUS5 (-0,8 %)

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2 Commentaires

Michele P.@Michelot99

1Mo

Thanks for sharing this paper, very interesting, I'm actively buying $QDEV since January, and I think it will pay back in the future years. I want to hold it for the next 20 years.

I love quality factor and study and papers about this, just without fcf, are very interesting and meaningful.

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K

@TechNav

4Mo·

🔄💰 Bye Bye Nasdaq, Hello Quality! 🚀🎯

After much deliberation and a lot of tax calculations, I have decided to sell my long-standing Nasdaq ETF $CSNDX (-0,6 %) to sell. The P/E of ~40 was just too hot for me and the ever increasing weighting of bubble-like stocks like $PLTR (-0,97 %) and $MSTR (-5,05 %) (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 (-0,8 %) and 25 % into an S&P Global Quality Aristocrats ETF $QDEV (-0,9 %) . 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