iShares Global Clean Energy ETF

ETF

ISIN: IE000U58J0M1

Ticker: INRA

IE000U58J0M1

INRA

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Discussion sur INRA

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molntn

@molntn

1Mo·

Opinion on ETF portfolio

Hello dear community,

I am considering restructuring my portfolio and investing in various ETFs.

To start with, I would like to invest €5,000 accordingly and increase it monthly according to the same distribution.

My thoughts on this:

unagitated basis in the world ETF
More risk and potentially more profit in sector ETFs. Sectors that I personally think will become relevant in the coming years and decades.
Somewhat more speculative sectors such as semiconductors, green energy or precious metals. But supported by more solid sectors such as finance and gold.

What are your opinions on this? I would be delighted to receive feedback! :)

2 Commentaires

Stulle 🥪@Stullen-Portfolio

1Mo

I think it's good to think for yourself ✅

Asking others for their opinion is also good ✅

Next, maybe read one or more basic books on the subject. I can definitely recommend Kommer here. Then reflect on your own thoughts, develop them further and share them with others. This way, your knowledge will become more and more well-founded and you can distance yourself more and more from your own feelings and (mis)assessments.

Until then, of course, don't stop investing... but perhaps focus first on the part you are most convinced of. Reserve the right to make adjustments as you go along. An intended allocation to several ETFs or asset classes, for example, does not have to correspond directly to the final result at the first attempt - that would be very, very unusual.

A model portfolio can also help you to initially observe your own more specialized approaches over a longer period of time and only later implement the investment in the more specialized investments...or simply discard them again. Long-term investing has to do with knowledge, but also with your own experience.

Greetings
🥪

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Ales

@income_magician_1423

10Mo·

Always consider Fees? YES!

Real situation:

I own one mutual fund in EUR focused on Clean Energy in my bank (old investment), which has dropped down by 30% since investment.
It is due the sector performance.
Now and in upcoming years, I believe it could go up.
Therefore, I have decided to increase the position to original one.
1st Fee: As it is EUR fund, I needed to transfer money from my CZK account to my EUR account both in the same bank - FEE? 1.2%
2nd Fee: 3% for front-end-load !!!
3rd Fee: 1.5% TER in each year!

Alternative: I have bought ETF ($INRA) (-0,58 %) for that money with TER 0.65% (quite high, but it is due to the focus). front-end load: 0.001%, TER acceptable. Both have the same performance now.

Very sad though.

Should I sold the rest of mutual fund and reinvest everything in that ETF or keep for a while?

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