Hello dear Getquiner,

after I explained in my last post why I changed my portfolio to a "60/30/10" portfolio, I would like to show you how my portfolio was structured before.

50% iShares Core MSCI World ETF $IWDA (+0,22 %)

10% iShares Core MSCI EMU ETF $CSEMU (+0,21 %)

3% Franklin FTSE Taiwan ETF $FLXT (+1,87 %)

5% iShares Core MSCI EM IMI ETF $EIMI (+0,52 %)

27% Amundi Index GBI Gbl Govies ETF DR $GGOV (+0,07 %)

5% Amundi Index FTSE EPRA NAREIT Global ETF DRC $EPRA (+0,21 %)

This structure should roughly replicate the Norwegian Government Fund by holding the respective asset classes as ETFs as a percentage of the real fund, the Taiwan ETF was an admixture, as I held a lot of Taiwan at the time, in the end it basically only contained equities. $TSM (+1,13 %) I wouldn't do anything like that today. 😬

The idea behind it was that I would also be able to take advantage of the Norwegian sovereign wealth fund and at some point, like Norway, I would be able to withdraw 3% annually and it would be more crisis-proof than a 70/30 portfolio and have more emerging markets than an All World ETF.

If you want to know more about my new portfolio, check out my last posts where I explain the new allocation.

Now I'm looking forward to your opinion, feel free to write a comment and if you want to see more, leave a follow! 😁

Last investment made in an Amundi EPRA ETF.

Has risen since late 2023, but is still below 2022 highs.

It is an accumulation ETF and composed of many large dividend payers. Prologis, Equinix, Realty Income ect..ect.. I would say it is buying shares at low prices, quote as July 2019 despite all the dividends received and having bought back shares in accumulation.

Now I have finished all the liquidity for the year, I should disinvest to make further entries....

What do you think about ETFs in reits ? It is somewhat similar to HPRD which I already have, but this one in accumulation is underperforming the other one by a couple of percentage points... I am leaving both ETFs for now: one with distribution and one with accumulation logic.