1Mo·

Update 02/25

Another small monthly update with a brief transaction and performance update from February.

Performance

February
Return -0.04% (FTSE All World: -1.22%)
TTWROR -0.67%
Since inception (Jan 2024)
TTWROR 27.87% (FTSE All World: 27.50%)

Transactions

Purchases

Nippon Sanso
$4091 (-2,44 %) (subsequent purchase)
Philip Morris $PM (-5,99 %) (subsequent purchase)
Nextera Energy $NEE (-5,91 %) (subsequent purchase)
Wise $WISE (-6,64 %) (initial purchase)
Alsea $ALSEA* (-5,52 %) (initial purchase)
Kaspi $KSPI (first purchase)
AMD $AMD (-8,01 %) (first purchase)
Hims & Hers $HIMS (-7,52 %) (subsequent purchase

sales

LVMH $MC (-4,14 %)
MSCI World $SUSW (-5,53 %) (partial sale)
Hims & Hers $HIMS (-7,52 %) (partial sale)
Nvidia $NVDA (-7,25 %) (partial sale)

Looking back now, you realize how many transactions you have made. From March there should be a maximum of 1-2 purchases and maybe 1-2 sales. If there are so many transactions again in the next update, feel free to reprimand me.

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eduardonfpaiva

@eduardonfpaiva

3Mo·

Hello! I'd to invest in this index and there are 2 tickers available: $2B7K and $SUSW (-5,53 %) - is there a lot of difference between the two?

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1 Commentaire

Mark M.@Imhothep

2Mo

There are actually dozens of ETF that go on this index. They have small differences on Size, how accurate / direct they replicate, and about the price for the internal stuff (not sure about the english term). $SUSW is ok, i would suggest that or $VWCE .

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Jegin

@Jegin

6Mo·

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 (-5,63 %) but the $SUSW (-5,53 %) (Please don't ask why I have it 🥴) Should I now "switch" to the classic $IWDA (-5,63 %) "switch" or just stick with the $SUSW (-5,53 %) 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 D.@DusselDuck

6Mo

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

7Mo·

Lucky number :) 🎰

02.09

iShares MSCI World SRI ETF

Acheté x70 à 11,10 €

777,00 €

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1 Commentaire

Mabenst@Mabenst

7Mo

SRI 👍🏻

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William

@financial_ninja_60

11Mo·

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 (-5,53 %) MSCI World SRI

$IWVL (-4,98 %) MSCI World Value

$XXSC (-6,64 %) MSCI EMU Small Cap

$CSPX (-5,42 %) Vanguard S&P Core

$SMH (-6,84 %) VanEck Semicondutor

$XNAS (-5,45 %) Xtrackers Nasdaq100

iShares AEX

$EIMI (-4,57 %) 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

11Mo

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

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Steven W.

@Steven83

1Année·

I was just wondering whether it would make more sense for me to use the MSCI World SRI ($SUSW (-5,53 %)) it would make more sense for me to use the MSCI World ESG Screened ($SAWD (-4,57 %)), 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

1Année

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

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Ruud

@Rsoeters

1Année·

A bit of a scary purchase. Buying $SUSW (-5,53 %) 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

Michel V.@Noord26

1Année

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

1Année·

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 (-5,52 %)
or
$SUSW (-5,53 %)
and in bear market in high volatility ETFs $IUIT (-5,5 %) .

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

1Année

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

1Année·

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 (-5,53 %) MSCI WORLD SRI ETF - 10%

$XXSC (-6,64 %) MSCI Euro Small Cap ETF - 5%

$CRWD (-5,76 %) - 5%

$MSFT (-2,36 %) - 4%

$SHOP (-5,55 %) - 5%

$SMH (-6,84 %) Semi Conductor ETF - 5%

$AAPL (-6,8 %) Apple - 3%

$PAYC (-6,43 %) Paycom - 2%

$PATH (-1,94 %) UiPath - 2%

$VRTX (+0,82 %) Vertex Pharma - 7%

$GILD (-4,32 %) Gilead Sciences - 4%

$AZN (-7,9 %) AstraZeneca - 3%

$CRSP (-0,34 %) Crispr - 2%

$AMZN (-3,47 %) Amazon - 5%

$MELI (-4,71 %) Mercado Libre - 3%

$BKNG (-2,79 %) Booking.com - 2%

$GOOGL (-2,74 %) Alphabet - 3%

$META (-4,44 %) Meta - 3%

$ADYEN (-5,35 %) Adyen - 4%

$STNE (-6,8 %) StoneC0 - 3%

$ISP (-8,26 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-4,66 %) Wereldhave - 2%

$BYG (-6,14 %) Big Yellow Group - 2%

$DHL (-6,85 %) DHL - 2%

$UKW (-3,14 %) Green Coat UKW - 2%

$ENPH (+1,11 %) Enphase - 2%

3 Commentaires

Aktienmasseur@Aktienmasseur

1Année

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

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MatisseVerleye

@MatisseVerleye

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 (-5,63 %) ? What does the community think? I would also opt to make this change with $SUSW (-5,53 %) 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

1Année

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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iShares MSCI World SRI ETF

Price

Discussion sur SUSW

Update 02/25

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