Sodala, I've narrowed down my portfolio a bit and tidied up the savings plans.

Biggest shifts in the last few weeks:

MSCI World -> FTSE All World

AI & Big Data -> Nasdaq100

Random Ass Gold ETC -> Euwax Gold 2

Altcoins/Shitcoins -> Bitcoin

Larger multiplier for TR Saveback

I'm out of the "Poah, the theme ETF sounds cool, savings plan 50€ IMMEDIATELY" phase and I have to say, such a narrower portfolio somehow looks nicer too lol. I only kept a classic sector ETF savings plan, I just like it. The savings rate isn't really high either, you can just see what happens.

Here are the updated savings plans, feel free to add your comments. I like mustard

Monthly savings plans:

1.Nasdaq 100 $XNAS (-1,52 %)
(Acc, incl. PA): 305 €

2.FTSE All World $VWCE (-0,92 %)
(Acc): 100 €

3.Future of Defense ETF $ASWC (-2,25 %)
(Acc): 75 €

4.Gold: 50 € $EWG2 (+0 %)

5.Crypto:

-$BTC (+0,89 %) : 100 €

A lot of time has passed since my introduction over a month ago and the one or other post. I was not satisfied with my smorgasbord and have once again taken a serious and intensive look at the subject of the stock market.

Thoughts, suggestions from some nice people here on GQ and also posts https://getqu.in/WB1phr/ have really helped me here.

Thank you for that. @DonkeyInvestor , @Mister_ultra , @Epi , @Ph1l1pp , @ShrimpTheGimp , @MoneyISnotREAL , @Staatsmann

After the introductory words, now to the presentation of my portfolio.

I have finally decided on a strategy that I find suitable for me. The core-satellite strategy. Investment period 20 years.

I will gradually reallocate my previous investments and save an additional 600 euros per month in the portfolio.

For me, the decisive point here was that I continuously build up the "core" and use the satellites to pursue my "ideas" and also generate dividend income.

The percentage allocation of the investments to my individual satellites was based on the average return over the last 10 years.

Core (60%)

-----------------------------------------------------------------------

HSBC MSCI World UCITS ETF - $HMWS (-1,05 %) - Share 60.0%

Satellites (40%)

-----------------------------------------------------------------------

HSBC MSCI Taiwan Capped UCITS ETF - $HTWN (-0,4 %) - Share 4.9%

Xtrackers Euro Stoxx 50 UCITS ETF - $XESX (-0,34 %) - Share 2.4%

Invesco Technology S&P US Select Sector UCITS ETF - $XLKS (-2,06 %) - Share 7.8%

Xtrackers Artificial Intelligence and Big Data UCITS ETF - $XAIX (-2,35 %) - 7,0%

iShares MSCI World Energy Sector ETF - $WENS (-1,71 %) - Share 4.2%

Global X Defense Tech UCITS ETF - $ARMG (-0,54 %) - Share 3.6%

EUWAX Gold II - $EWG2 (+0 %) - Share 3.0%

Bitwise MSCI Digital Assets Select 20 ETP - $DA20 (-3,32 %) - Share 7.0%

Notes on the satellites:

An MSCI Emerging Markets would be a suitable addition to the core MSCI World. As most emerging markets ETFs rate China quite highly, but I am not convinced of this, I have picked Taiwan and chosen the MSCI index there. $HTWN (-0,4 %)

Technology $XLKS (-2,06 %) and AI $XAIX (-2,35 %) are still markets which, in my opinion, have a lot of potential. These two areas are also the reason why I invest in energy $WENS (-1,71 %) because the energy demand for AI, cloud, etc. is high.

I still see defense as a trend and have finally opted for the Global X Defense Tech $ARMG (-0,54 %) final decision. In my previous post on this, I was more interested in the HANetf Future of Defense $ASWC (-2,25 %) . As the European investment volume of the two ETFs (HanETF = 29.38%, Global X = 28.08%) is almost the same, but the Global X $ARMG (-0,54 %) invests more in the market leaders (Lockheed $LMT (+2,16 %) Northrop $NOC (+2,66 %)General Dynamics $GD (-0,57 %) etc.), it has now been included in the final selection.

I cover the currency sector with EUWAX Gold II $EWG2 (+0 %) and Bitwise MSCI Digital Assets Select 20 $DA20 (-3,32 %) . As you have seen from my previous posts, I am reluctant to invest in crypto. That's why it's "only" the Bitwise MSCI Digital Assets Select 20 ETP. This ETP tracks the 20 leading investable crypto assets and is therefore effectively the "MSCI World" for the crypto market.

PS: I have adjusted the crypto ETP slightly downwards in the percentage distribution with a minus of 50%.

downwards. If anyone actually looks at the table, -50% in 2022 is inserted by MIR for regulatory purposes 😉

I look forward to your feedback.

Best regards

Daniel

@Mister_ultra and I were just discussing defense ETFs in another thread. Unfortunately, I don't know how else to present the comparison (Excel) here, so here it is as an image.

I have listed all the positions of the individual ETFs, but have manually selected the companies that we (I) have defined in detail as real defense companies. I have not evaluated tech/software/cybersecurity here.

The comparison concerns the $ASWC (-2,25 %) and the $ARMG (-0,54 %) .

My conclusion is that both are almost equal when all positions of the two ETFs are compared. In this particular comparison, the $ARMG (-0,54 %) is more US-heavy, but this is also due to the fact that the TOP defense companies (Lockheed, RTX, Northrop) simply come from the USA.

The $ASWC (-2,25 %) is moving a little more in the EU direction. This is where I see the potential, as NATO really needs to catch up here. The return on investment could be $ARMG (-0,54 %) higher, as the NATO countries will certainly also buy from US companies.

I just wanted to share my research with you.

Best regards

Daniel

I invest €150 in FoD every month, what do you think of the ETF? There was definitely a big upward movement due to the Trump victory.

What do you think, great as a savings plan?

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 (-0,58 %) and the Future of Defense USD (Acc) $ASWC (-2,25 %) . 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 (-0,58 %) 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 (-2,25 %) 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!

Technology growth ETFs

Hello dear community!

I have been looking into some growth ETFs and am a bit undecided. The focus here is already on strong growth and also a little more in the technology/software sector, as I don't have enough in this area in my portfolio.

I'm also convinced that technology will always be omnipresent and indispensable....I'm only in my early 30s, so I want to go for strong and "sustainable" growth first.

I have looked at the following ETFs and compared them, e.g. via extraETF, with my favorite "-->" in terms of TER, performance and portfolio:

Information Technology:

--> $IUIT (-2,19 %)

$WITS (-2,36 %)

NASDAQ100:

--> $EQQQ (-1,48 %)

$CSNDX (-1,63 %)

SEMICONDUCTOR:

--> $IE00BMC38736

$SEMI (-2,59 %)

DEFENCE:

--> $ASWC (-2,25 %)

S&P500:

$IUSA (-1,13 %)

$CSPX (-1,14 %)

$VUSA (-1,13 %)

$VUAG (-1,14 %)

ALL-WORLD:

$VWRL (-0,91 %)

$FWRG (-0,97 %)

Can you tell me if I am currently looking too much at the performance of the last 5-10 years instead of sustainable growth in the 4 ETFs, i.e. my selection:

$IUIT (-2,19 %)

$EQQQ (-1,48 %)

$IE00BMC38736

$ASWC (-2,25 %)

Looking forward to your feedback!