iShares MSCI World SRI ETF (SUSW) Forum Analyses

1Mo·

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 (+0,98 %) but the $SUSW (+1,1 %) (Please don't ask why I have it 🥴) Should I now "switch" to the classic $IWDA (+0,98 %) "switch" or just stick with the $SUSW (+1,1 %) 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

1Mo

Question 1: I would definitely do TR, yes.
Question 2: $SUSW looks at sustainability, $IWDA does not. Performance is almost the same. Ter is the same. So in that respect: Almost the same, I would say.

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Demas

@Demas

2Mo·

Lucky number :) 🎰

02.09

iShares MSCI World SRI ETF

Acheté x70 à 11,10 €

777,00 €

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1 Commentaire

Mabenst@Mabenst

2Mo

SRI 👍🏻

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William

@financial_ninja_60

7Mo·

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 (+1,1 %) MSCI World SRI

$IWVL (+0,95 %) MSCI World Value

$XXSC (+1,26 %) MSCI EMU Small Cap

$CSPX (+0,92 %) Vanguard S&P Core

$SMH (-0,15 %) VanEck Semicondutor

$XNAS (+0,82 %) Xtrackers Nasdaq100

iShares AEX

$EIMI (+0,61 %) 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

KingC@RaphGM

7Mo

Do you start from zero or do you already have a lump sum to invest?

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Steven W.

@Steven83

8Mo·

I was just wondering whether it would make more sense for me to use the MSCI World SRI ($SUSW (+1,1 %)) it would make more sense for me to use the MSCI World ESG Screened ($SAWD (+0,9 %)), 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

Ironman@Ironman2022

8Mo

Just as a thought experiment: how about an ordinary, inexpensive MSCI World?

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Ruud

@Rsoeters

8Mo·

A bit of a scary purchase. Buying $SUSW (+1,1 %) 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?

01.03

iShares MSCI World SRI ETF

Acheté x57 à 10,59 €

603,63 €

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3 Commentaires

M. V.@Noord26

8Mo

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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Diogo M.

@Diogo241

9Mo·

Feedback sur mon portefeuille

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 (+0,89 %)
or
$SUSW (+1,1 %)
and in bear market in high volatility ETFs $IUIT (+0,65 %) .

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

Mihai@mihaipr

9Mo

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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William

@financial_ninja_60

10Mo·

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 (+1,1 %) MSCI WORLD SRI ETF - 10%

$XXSC (+1,26 %) MSCI Euro Small Cap ETF - 5%

$CRWD (+4,3 %) - 5%

$MSFT (+0,93 %) - 4%

$SHOP (+1,32 %) - 5%

$SMH (-0,15 %) Semi Conductor ETF - 5%

$AAPL (+1,22 %) Apple - 3%

$PAYC (+2,92 %) Paycom - 2%

$PATH (+5,42 %) UiPath - 2%

$VRTX (+0,8 %) Vertex Pharma - 7%

$GILD (+0,97 %) Gilead Sciences - 4%

$AZN (+3,33 %) AstraZeneca - 3%

$CRSP (+3,85 %) Crispr - 2%

$AMZN (+0,21 %) Amazon - 5%

$MELI (+2,94 %) Mercado Libre - 3%

$BKNG (-0,27 %) Booking.com - 2%

$GOOGL (-0,08 %) Alphabet - 3%

$META (+0,03 %) Meta - 3%

$ADYEN (+2,69 %) Adyen - 4%

$STNE (+12,29 %) StoneC0 - 3%

$ISP (-0,97 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0,78 %) Wereldhave - 2%

$BYG (+1,56 %) Big Yellow Group - 2%

$DHL (+1,22 %) DHL - 2%

$UKW (+1,32 %) Green Coat UKW - 2%

$ENPH (+5,59 %) Enphase - 2%

3 Commentaires

Aktienmasseur@Aktienmasseur

10Mo

What’s the reason behind stocking when you get most of them in a world etf? Just curious.

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MatisseVerleye

@MatisseVerleye

11Mo·

Feedback sur mon portefeuille

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 (+0,98 %) ? What does the community think? I would also opt to make this change with $SUSW (+1,1 %) 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

Marcus H.@Snopy

11Mo

You should definitely drop the AXA fonds. They are way too expensive. You gonna loose lot of potential gains with them.

I would invest it into $IWDA. $SUSW is not diversified enough for me. It has only 460 positions. Normal msci World has 1500.

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LQD

@LQD

11Mo·

Feedback sur mon portefeuille

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 (+1,1 %) 200€/m

$LCUW (+0,96 %) 200€/m

$EQDS (+1,14 %) 100€/m

$MEUD (+1,59 %) 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 Commentaires

Marcus H.@Snopy

11Mo

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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William

@financial_ninja_60

1Année·

ETF Portfolio Thoughts:

I am going to build an ETF portfolio. And I have my eye on these in about the order weighting. Something like 40,30,10,10,10. I am starting late in my invetment journey - now 53. I first tried to go directly into shares, but that is taking too much time to look into and track. And with my work and family situation I would like to set up a divierse range of etf with the potential of upside that i buy to hold. I am looking for an annualized return of 10% over the next 10 years. And these seem to work for me in terms of cost of etf, global, Value, small coverage, and a bit of ESG.

$SUSW (+1,1 %) iShares MSCI World SRI

$AW1T (+0,54 %) UBS EMU Value

$CSEMUS (+0,54 %) Ishares MSCI EMU Small cap

$XNAS (+0,82 %) Xtrackers Nasdaq 100

$SEMI (+1,38 %) iShares MSCI Global Semiconductors

Too much risk? Too much overlap? Not the right balance? Not the right ones?! Any thoughts or observations welcome.

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3 Commentaires

William@financial_ninja_60

1Année

thanks @Luffy3D2Y . I have been informing myself a bit. I started buying shares directly but that really just takes up too much time to be informed that I don't have. A good learning. Now I want to get into something that is less time and have looked into a range of etfs though JustETF - good site - and come up with these. Any thoughts on balance or risk. Most welcome. PS nobody really KNOWS what they are doing in this crazy game!

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