Xtrackers AI and Big Data ETF (XAIX) Forum Analyses

2Sem.·

Feedback sur mon portefeuille

Hi, I'm still very much at the beginning. Should I $XAIX (+0,57 %) from my portfolio and put everything in the $IWDA (+0,72 %) put everything in the 😊

I once heard about 70/30 and that's why I had a bit of savings in it. But it's actually just a hype ETF.

7Positions

3,13 %

4

21 Commentaires

Rmann@Epi

2Sem.

70/30 is currently trending on social media. Very few people actually know why. Why not 80/20 or 60/40? 70/30 corresponds neither to the weighting according to GDP nor to MK (it is actually max Sharpe Ratio 2000-2007).

Only do what you understand! Otherwise you will change your "strategy" every few months and you will necessarily be one of the 80% of private investors who lose in the long term.

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Patrick B.

@bonny0604

1Mo·

Feedback sur mon portefeuille

Hello everyone,

I'm 20 and I started investing 400 euros a month in February this year.

I'm currently investing regularly this 400 euros in an accumulation plan divided like this:

100euros each on $CSPX (+1,03 %) and $IWRD (+0,78 %)

Then 50euros each on $XAIX (+0,57 %) and $EIMI (-1,88 %)

and then 20euros each on $XOM (+0,74 %)
$MO (+1,67 %)
$MCD (+2,19 %)
$DOW (-4,21 %) and $CUBE (+3,19 %)

at the same time I'm also reinvesting my dividends.

I'm looking to diversificate more my portfolio since most of the stocks I have are based in the North America zone and mostly in the tech industry and I was hoping for some advice on how to have a better diversification and some advice about dividend growth.

22Positions

8 832,73 €

5,23 %

9

9 Commentaires

PowerWordChill@PowerWordChill

1Mo

With 92% USA share.
Is that intentional?
Why do you have one? WORLD / EM ETF, you don't notice anything about the emerging countries and the rest of the world in your portfolio.

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Sebastian

@Shotmaster

1Mo·

Hello dear Gequin Community,

I am currently working on restructuring my portfolio. Historically, I currently have a few funds and a number of individual shares.

I would like to switch the funds to ETFs and continue to save in them.

Classically, I would now select the following ETFs:

$VWCE (+0,48 %) / $VHYL (-0,09 %) and $VFEG (-2,03 %)

Now my little thought experiment: Why should I limit myself to three ETFS when I could spread the whole thing much more widely? I have also thought about something like this (with smaller sums, of course):

Of course I have a few duplications here, but I am much more differentiated.

Does this approach make sense in your eyes or is it a modest idea?

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5 Commentaires

Luffy@Luffy3D2Y

1Mo

Even if some disagree, sector ETFs are not a slice of the pie. It's just like a casino. You bet on a sector and hope to achieve an excess return. It can go well, but it can also go wrong. If you're aware of that, then it's okay. And why shouldn't you limit yourself to just three ETFs? First of all, what is your goal with more than three ETFs? You want to switch for a specific reason. Is that still the case? Do you want to go to the trouble of weighting the individual ETFs depending on what's going well or badly?

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simon

@simonrxz

2Mo·

$XAIX (+0,57 %) 30% What is your opinion of the ETF in combination with the $IWDA (+0,72 %) 70%?😊

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4 Commentaires

Satoshi Nakamoto@DonkeyInvestor

2Mo

Is doomed to destruction 👍

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Frank

@Frank_

3Mo·

Feedback sur mon portefeuille

HI!

I want to share with you my portfolio and my new monthly PAC balance of €750 with a long-term goal:

60% (450€) $IWDA (+0,72 %)iShares Core MSCI World

20% (150€) $XAIX (+0,57 %)Xtrackers AI and Big Data

10% (75€) $WSML (+0,39 %)iShares MSCI World Small Cap

10% (75€) $EMXCiShares MSCI Emerging Markets Ex China (before $CEA1 (-2,63 %) )

I plan to reduce NVIDIA share in the near future.

What do you think? Does it seem well balanced to you?

Would you change anything?

Thank you!

#etf
#pac
#etfs
#stocks
#portfolio

13Positions

10 591,29 €

11,09 %

3

6 Commentaires

Nuno A.@Darknoites

2Mo

I would say there's too much ai and big data, its always more risky, because its a sector within a sector.
Im not sure you can reduce nvidia, since its one of the biggest companies in the world in any global market etf.
But I would say you are fine, I just woudnt invest more in Ai and big data. Invest in world and s&p mostly

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sebbraun201

@sebbraun201

3Mo·

Feedback sur mon portefeuille

Hello everyone,

I would also like to introduce myself and my portfolio briefly and concisely.

I've been a silent reader for a few months now. Now it's time to reveal a bit about myself.

About me:

My name is Sebastian, I'm 30 years old and I live in Bavaria. I live with my girlfriend in a house I inherited from my parents. I work in the business world as a mechanical engineer.

I can't say exactly when I started investing. I probably started about 4-5 years ago by participating in share bonus programs through my work. Otherwise, my investments have been steadily increasing since the coronavirus era. I was mainly triggered by Finfluencer. There are good and bad things about that. Good: I started investing. Bad: I bought a lot of things stupidly/blindly. I'm now trying to straighten that out and no longer follow such people.

Monthly savings rate approx. 2.5 to 3.0 k€.

I am not fully invested. I have and will continue to have a good cash position.

About the portfolio:

The aim is to create a healthy mix of growth, dividends (growth) and a stable, healthy basis. The dividends also serve somewhat as a "bonus".

As mentioned above, I have (or had) some stocks in my portfolio that I was/am not satisfied with and which I have therefore recently cleaned out and reallocated the freed-up capital. The reorganization process is still ongoing. Roughly speaking, I would generally like to have fewer individual stocks in my portfolio and will shift the weighting to ETFs.

About the individual stocks in the portfolio:

$IUIT (+0,62 %) This is a pillar of my portfolio. It runs with a monthly savings plan for €1000. The idea behind it is an ETF that gives me a good return and ideally outperforms "world ETFs". Sure, it's an ETF from one sector, but I think that's fine. The savings plan will continue to run.
$HMWO (+0,78 %) Also a pillar of my portfolio. Runs with a monthly savings plan for €1000. My selected "World ETF". Savings plan will continue to run.
$XAIX (+0,57 %) I am unsure about this. Also a sector ETF. Runs with a savings plan of €250 per month. Also technology-heavy. I'm thinking about cashing it out to compensate for the losses and to take profits from the current tech hype.
$SHL (-1,29 %) Largest single share position. Created through the share program mentioned above. 250€ monthly savings installment. The shares are sold selectively as soon as all the conditions of the program have been met and I have received maximum bonuses. I then switch directly to other stocks so that the SHL position does not become too large.
$KO (+1,1 %) It has recently become a pillar of my portfolio. Dividend growth, acceptable share price growth, few fluctuations. I like it. Will not be expanded for the time being.
$MCD (+2,19 %) See CoCa Cola. Has recently become a pillar of my portfolio. Dividend growth, acceptable share price growth, few fluctuations. I like it. I also see the share as strong in the real estate sector. Falling interest rates could trigger another good move here. Will not be expanded for the time being.
$GOOGL (-0,6 %) difficult. It has performed well, but is now considering realizing profits. Through my ETFs. I already have this stock indirectly in my portfolio. However, I have deliberately increased the weighting of this individual stock in my portfolio. Rather than buying more, I would rather take profits. However, I would add to it again after a correction.
$MC (-2,6 %) To be further expanded. Target 10k in the portfolio. I used the last small price slide as an additional purchase. Long-term investment. Will be bought at the next opportunity.
$AMZN (-0,02 %) See Google. I already have this stock indirectly in my portfolio. However, I have deliberately increased the weighting of this individual stock in my portfolio. Rather than buying more, more profit-taking. However, I would add to it again after a correction.
$JNJ (+0,03 %) To be further expanded. Target 10k in the portfolio. Dividend growth, acceptable share price growth, few fluctuations. I like it.
$PG (+3,31 %) Recently added to the portfolio. This stock should give the portfolio further stability. Target of €10k in the portfolio.
$V (+1,22 %) Recently added to the portfolio. This value should give the portfolio further stability. Target of €10k in the portfolio.
$NKE (+0,58 %) Difficult position. The recent dip was hard. Outlook also not good, if not bad. As things stand, I would like to sell this share. But I am reluctant to sell with a loss of just under € 1k. I will probably hold on for a while and then decide objectively. I had invested a little here after the dip in order to take advantage of a potential countermovement. I could have saved myself the trouble...
$BLK and $TROW (-1,27 %) same segment. I would like to decide on a share here and then expand it into a pillar of my portfolio. But which of the two...?
$SBUX (+2,49 %) Doesn't really fit into the portfolio anymore. The outlook isn't great either. I will probably sell it at +-0€ and shift the capital into a position to be expanded.
$MPW (+8,53 %) Legacy and memorial! Will continue untouched for now.

Of course, there have also been some failures so far, some of which have depressed performance considerably.

Any examples?

$YSN (-1,43 %) : -36,80%

$PLUG (+1,6 %) : -61,58%

$PYPL (+3 %) : -14.68% (good luck for bad luck...)

$NKE (+0,58 %) and $MPW (+8,53 %) can probably be counted as well.

That's it. It has become a smaller wall of text. Sorry for that.

Feel free to give me feedback on my thoughts and the portfolio.

Have a nice weekend everyone!

17Positions

172 333,28 €

17,15 %

64

26 Commentaires

Satoshi Nakamoto@DonkeyInvestor

3Mo

Great portfolio presentation. Others can take a leaf out of your book 👍

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Georgi

@portfolio_manager_410

4Mo·

Portfolio Feedback for a Student - Investor

A few quick thoughts would be appreciated 🙏🏿

About me:

I'm a young investor about to go to uni this fall and I've always had an interest for all types investing and recently opened my first positions in Trade Republic after reading, researching about different brokerages and services.

So far I am very happy with my progress and the different resources I use, like News outlets, ETF tools, etc. However something I have been struggling with is my portfolio allocation and planning.

I have dedicated a monthly budget of €300 towards my investments as of right now, which isn't a lot (i know), but once the school year starts and I hopefully have a part-time job, I am planning on allocating €700 monthly.

Using Trade Republic I have set up Savings plans for the following positions:

$VWCE (+0,48 %) - €50 (ETF)

$CSPX (+1,03 %) - €50 (ETF)

$QDV5 (-0,64 %) - €50 (ETF)

$MSFT (+0,15 %) - €20 (Individual)

$UCG (-0,51 %) - €10 (Individual)

I want to also add different positions via recurring savings plans like:

$AAPL (+0,65 %) and $GOOGL (-0,6 %) for individual positions at €20 each

Deciding between $IUIT (+0,62 %) or $XAIX (+0,57 %) for a etf tech focus at €25 - 30

And also unsure whether to add $IUFS (+1,19 %) also at €25 - 30 monthly

With that being said I am also considering opening more positions into emerging markets, however in a more diversified fund across multiple countries, rather than with the $QDV5 (-0,64 %) which only focuses on India. I am also looking into other potential individuals positions for savings plans and exploring possibilites for positions in commodities such as copper, silver, which I know are performing great because of the tech boost happening right now.

Any and all feedback is greatly appreciated!!!!!!!!

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12 Commentaires

TheGuardian@TheGuardian

4Mo

good start. I am personally not a fan of financial sector ETF and also may avoid $UCG but would focus to build $CSPX

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Cino

@ciwe

4Mo·

Hello, I would like to add another ETF to my existing $VWRL (+0,46 %) to my existing one.

I am currently wavering between: $EQQQ (+0,76 %) & $XAIX (+0,57 %) .

Or would you prefer something completely different due to the USA/overlapping of high positions?

Maybe someone here can help me with one and justify their opinion. Thank you & have a nice weekend.

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6 Commentaires

Tütenraudi@Tuetenraudi

4Mo

Eqqq

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Baaao

@sleepy_bao

4Mo·

Hello dear community,

I am very new to ETFs and would like some opinions or advice. At the moment I am investing in $CSPX (+1,03 %) and $IUIT (+0,62 %) . But since I have a very big heart for technology, I would like to invest in $XAIX (+0,57 %) and $LOCK (+1 %) in my portfolio in the future. Is this recommendable/too specific or are just 1-2 ETFs in this area enough for me?

#etfs
#neuling

4 Commentaires

Cryptoking@Testo-Investor

4Mo

$XAIX is superfluous because it consists of 88% usa and you have the sp500 anyway. Thematic ETFs should be treated with caution... a trend or theme can quickly become OUT... That's why a broad-based approach is "often" better.... in my opinion you are a bit late with the AI ETF topic... the train has been running for a very long time.

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Noah B.

@Ggh

4Mo·

Feedback sur mon portefeuille

Hi there

I'm Noah 21 years old, a student, and I started my portfolio a few months ago. Accordingly, I am still an amateur and would be grateful for your feedback.

My strategy is to invest 70% in ETFs to be safe and 30% in individual stocks and to gamble a little and try to beat the market. So far the portfolio is not as balanced as described above as I am waiting for an entry.

Among the etfs, the $IWDA (+0,72 %) will be the most heavily weighted with just under 3.4 k. Followed by the $EIMI (-1,88 %) with 1.5k (has a 70/30 ratio to the world)

The $XAIX (+0,57 %) will have 1.3k and the $SMEA (-0,8 %) 300€ will be saved.

I still have just under €500 available for further share investments. Please let me know if you have any suggestions:)

My savings rate is currently €70 per month and goes into the ETFs.

What do you think of the individual shares and the strategy?

Thank you for your feedback :)

PS do not pay attention to the leverage attempts, will be left in the future.