Hello! I'd to invest in this index and there are 2 tickers available: $2B7K and $SUSW (-0,09 %) - is there a lot of difference between the two?
iShares MSCI World SRI ETF
ETF
ETF
ISIN: IE00BYX2JD69
Ticker: SUSW
IE00BYX2JD69
SUSW
Price
Discussion sur SUSW
Postes
41
2Mo·
Hi there,
I have two different questions and would like your opinion on them. Thank you very much in advance!
About me: I am 19 years old and graduated from high school this summer. I'm currently doing a gap year and working part-time. My monthly savings rate or money that I would have at my free disposal is around €1200.
Now to my first question: I want to go to Japan in May and currently need just under €3500 for this. Should I play it safe now and store everything at TR to take the interest with me or put it in a simple Msci World? As it is a relatively short period until May, would TR be the safest?
Now for the second question: I don't have a classic $IWDA (+0,23 %) but the $SUSW (-0,09 %) (Please don't ask why I have it 🥴) Should I now "switch" to the classic $IWDA (+0,23 %) "switch" or just stick with the $SUSW (-0,09 %) because I'm already there anyway? I think they perform similarly...
Many thanks for your tips in advance!
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11 Commentaires
Dussel Duck 🍎🍏🥂@DusselDuck
2Mo
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44
•Voir toutes les 2 autres réponses
8Mo·
ETF Portfolio help
Hi,
I would like help with constructing a balanced/aggressive ETF only portfolio. I have
tried to do the individual stocks approach but that is proving too time.
So, these ETFs I like:
$SUSW (-0,09 %) MSCI World SRI
$IWVL (+0,3 %) MSCI World Value
$XXSC (+0,01 %) MSCI EMU Small Cap
$CSPX (+0,32 %) Vanguard S&P Core
$SMH (+1,1 %) VanEck Semicondutor
$XNAS (+0,07 %) Xtrackers Nasdaq100
iShares AEX
$EIMI (-0,21 %) MSCI Emerging
I dont want all of these and understand that there a bit of overlap with some – maybe even
quite a bit - but I am struggling to think which would be the best combination 4-5, and then
the right ratio of each, while still being aggressive over a 10-15year period.
Any thoughts or further considerations would be greatly appreciated.
Thanks,
W
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9 Commentaires
8Mo
Do you start from zero or do you already have a lump sum to invest?
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9Mo·
I was just wondering whether it would make more sense for me to use the MSCI World SRI ($SUSW (-0,09 %)) it would make more sense for me to use the MSCI World ESG Screened ($SAWD (+0,2 %)), as this does not exclude as many companies as the SRI.
It's a bit stupid when companies like Apple, Amazon, Google and the like are missing from your investment for whatever reason.
The ESG Screened is very close to the normal MSCI World, only at a lower share price and therefore not so much money remains in the clearing account for one-off purchases in between ;-)
The difference within the last year was also not entirely without...
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32 Commentaires
Just as a thought experiment: how about an ordinary, inexpensive MSCI World?
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2020
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9Mo·
A bit of a scary purchase. Buying $SUSW (-0,09 %) right at the top. It is an accumulating ETF, so I expect with all the upcoming dividend that the part will get bigger. What are your thoughts on buying when it near a all time high?
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3 Commentaires
I think a World ETF is always a good choice as a strong foundation. Personally in one part of my investment strategy (the ETF part) I hold about 40% in a World (high quality dividend) ETF, next to 40% Nasdaq 100 (higher risk/higher reward) and about 20% S&P 500.
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10Mo·
I started investing in the beginning of 2023.
The goal is create a robust portfolio that can beat SP&500.
In bull market I invest in ETFs like
$VWCE (+0,17 %)
or
$SUSW (-0,09 %)
and in bear market in high volatility ETFs $IUIT (+0,28 %) .
I invest monthly 300€ in bull market and 500€ in bear market.
Thoughts on my strategy?
6Positions
15,63 %
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11 Commentaires
10Mo
Not bad, but to me it looks like you are duplicating a lot of very similar ETFs. With that amount of money you can't buy all monthly or on a more frequently basis. So I would stick with just one global ETF and one of the SP500. Some of them have even quite high TER. I was doing a lot of over diversification and lost a lost of profit in the last 3 years. It is true that while the whole market fell 10-20% I was at a merely -5%
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•11Mo·
Hi All, After many months of playing around with options and bying into positions this is where I think I am going to land with my buy to hold portfolio with ideally a 10 year horizon. Any thoughts or observations welcome. Thank you.
Cash - 6%
$SUSW (-0,09 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,01 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,85 %) - 5%
$MSFT (-1,05 %) - 4%
$SHOP (+0,9 %) - 5%
$SMH (+1,1 %) Semi Conductor ETF - 5%
$AAPL (+1,34 %) Apple - 3%
$PAYC (-0,5 %) Paycom - 2%
$PATH (+3,5 %) UiPath - 2%
$VRTX (-0,44 %) Vertex Pharma - 7%
$GILD (+1,02 %) Gilead Sciences - 4%
$AZN (+1,05 %) AstraZeneca - 3%
$CRSP (-1,27 %) Crispr - 2%
$AMZN (+0,26 %) Amazon - 5%
$MELI (+2,5 %) Mercado Libre - 3%
$BKNG (-1,19 %) Booking.com - 2%
$GOOGL (+0,94 %) Alphabet - 3%
$META (-2,23 %) Meta - 3%
$ADYEN (-0,21 %) Adyen - 4%
$STNE (+1,94 %) StoneC0 - 3%
$ISP (-0,94 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,25 %) Wereldhave - 2%
$BYG (+0,87 %) Big Yellow Group - 2%
$DHL (+0,13 %) DHL - 2%
$UKW (+0,66 %) Green Coat UKW - 2%
$ENPH (+6,64 %) Enphase - 2%
3 Commentaires
What’s the reason behind stocking when you get most of them in a world etf? Just curious.
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1Année·
Hi Leute
Because German isn’t my native language, I will write this post in English.
I’m 19 years old and started investing with the bank at the end of 2020. Those Axa Bank funds weren’t the best decision, so first of all I was wondering if I should drop them and maybe invest them in $IWDA (+0,23 %) ? What does the community think? I would also opt to make this change with $SUSW (-0,09 %) too.
Feel free to give me your overall opinion about my complete portfolio too.
Although I’m not really able to speak German, I do understand nearly everything. So you can all write in German.
Thanks!
Jetez un coup d'œil à mon Tableau de bord maintenant !
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11 Commentaires
1Année
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1Année·
Hello dear community.
This is my first post on this platform.
I have been investing for retirement provision for several years now.
My goal is to reach the €100,000 portfolio value by my 30th birthday (2030).
Last night at 20:05 I reached 1/4 of my goal by 2030. My first milestone, so to speak.
What do I do for a living?
I'm an industrial engineering student and have been working part-time since I started my degree (2020). I work in the energy sector.
How is the portfolio structured?
approx. 70% ETFs
(Europe is disproportionately represented compared to a normal world ETF).
Current savings plans:
$SUSW (-0,09 %) 200€/m
$LCUW (+0,19 %) 200€/m
$EQDS (-0,54 %) 100€/m
$MEUD (-0,76 %) 100€/m
approx. 20% Crypto
(Purchases were made a few years ago. I'm just holding it at the moment. Maybe it will rise to a new ATH again.
approx. 10% individual stocks
(the attempt to beat the market - has worked rather less well this year. However, this should be seen as a lesson in these areas)
You are welcome to comment on ideas / suggestions for improving my portfolio. There is certainly room for optimization.
Have a happy first advent
Jetez un coup d'œil à mon Tableau de bord maintenant !
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10 Commentaires1Année
I have 2 questions about your portfolio: Why 2 World ETFs? And why do you invest in both? One is quite enough here. You have a lot of overlaps here. I also think a world ETF with 400 positions is very limited. A lot is filtered out and you lose performance. The same applies to Europe: why 3 Europe ETFs? You also have a lot of overlaps here. You sometimes have companies that are included in all 3. So you have overweighted them a lot. Are you aware of that? Do you want to do that? Why make the whole thing so complicated? 1 World ETF and 1 Europe ETF is enough.
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