iShares Core MSCI Japan IMI ETF Forum Analyses | IE00B4L5YX21

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iShares Core MSCI Japan IMI ETF

6Mo·

Hello everyone!

Small introduction: very new to getquin and "focussed" investing. 34 years old, Belgian, and I have done some very small investing (buying stocks, bonds, crypto) in the past few years, but never gave it too much thought and effort (total below 4 figures and did not have the time (work and 3 kids :-)).

Being self-employed, last year brought some large shifts. I have some spare time and am investing around 50k at the moment (which is a lot for me compared to some other portfolios I see here on getquin these past few days). I find myself enjoying following the markets and reading up on technical analysis a lot. Definitely not in this for day trading, but for the long term.

So goals: long term + have something better than the savings account our bank offers (which is not that hard).

I know myself and I get “enthusiastic” quickly about something, so in order to keep me from investing everything into crypto for example, I set these percentages for the ETFs, stocks and crypto I am investing in. This allows me to see where to put new money or what to buy next. Definitely keeping me from dumping everything into $BTC (+4,19 %) at the moment :-).

What I am looking for, honest advice or feedback on this strategy and percentages. I am in the tech business myself, partially explaining the tech heavy focus. Again, I enjoy watching the markets and taking some risk, hence not going 100% $IWDA (+1,17 %) or other single world ETF strategy ;-).

Thank you!

WORLD (30%)

25% $IWDA (+1,17 %) to cover the developed world

5% $EIMI (+1,26 %) to cover the emerging markets

S&P500 (30%)

20% $CSPX (+0,97 %) to track main S&P500

5% $XLKS (+1,91 %) for heavy tech focus

5% $GMVM (+0,81 %) for sustainable focus

TECH THEMATIC (10%)

5% $CSNDX (+1,71 %) to track nasdaq

5% $SEMI (+4,15 %) focus (AI) tech

REGION (10%)

5% $IJPA (+1,82 %) tracking Japan due to personal interest

5% $CSSX5E (+1,73 %) focus on EU

CRYPTO (10%)

9% $BTC (+4,19 %)

1% $ETH (+5,82 %)

OTHERS (10%)

5% $PHGP (+0,68 %) tracking gold for stability and fun

5% small stocks combined, personal interest in specific companies

12 Commentaires

deodorhunter@deodorhunter

6Mo

Hi Jonas, welcome!
Read this as food for thoughts as this is my personal opinion and you and only you have to be satisfied with your investment :)
Plan in general seems good, but maybe it needs some ironing out.

Have you analysed the compositions of these ETFs in terms of underlying stocks? There is a lot of overlapping in percents across different ETFs.
That esg etf has high ter and esg is not always the best thing in terms of performance
Not sure about heavy tech focus etf, you have that already with Nasdaq, AI and s&p500, I would concentrate there.
Maybe add some single Microsoft shares, you have it all at Microsoft in terms of macro trends.
I would also evaluate in detail all-world vs world+em with some backtesting and probably exclude china at least for the short medium term
Regional ETFs are a preference, not much to add here, just watch out for the developments of yen in the near term when choosing a japan etf (hedged or not).

All the best

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René

@Booz

7Mo·

Hi Community, I need your swarm knowledge to help me select ETFs (or shares) to expand my portfolio to the Asian market (no China!). Possibly also towards Australia.

I'm not really happy with my selection yet, as I only want to have one more ETF, but there doesn't seem to be a suitable index?

At the moment I am leaning towards the following two:

$FVSJ (+1,03 %) for everything except China (and unfortunately Japan)

and then

$XDJP (+1,98 %) for Japan as compensation

maybe you know an "all-in-one"?

TER should be comparatively low.

I'd also like not so much IT, I already have more than enough ;-).

As I said, no or really only very little China (I sold mine $EIMI (+1,26 %) that's why I sold mine).

$FVSJ (+1,03 %) actually has too low a fund volume for me.

$IJPA (+1,82 %) would also be an alternative to $XDJP (+1,98 %) .

$SPYX (+0,78 %) is too expensive for me.

perhaps an Asia Pacific would also be interesting? Then I could also take Australia with me, e.g. $VAPU (+1,42 %) / $VAPX (+1,42 %) instead of $FVSJ (+1,03 %) ?