iShares Edge MSCI Wld Mntm Fctr ETF A Forum

Trying something new and relying on momentum. Sounds exciting. What are your experiences with it?

Your opinion on $LOCK (+1 %)
?

Actually I wanted to $LOCK (+1 %) as a long-term position with a 1% weighting in the portfolio, but I'm having more and more doubts as to whether that would be a sensible decision...

Here are the points that are currently giving me a bit of a headache.

1) The good performers of this ETF would also be in the $IS3R (+1,45 %) which I want to hold 25% in my portfolio in the long term.

2) Just because you think a sector will play a major role in the future doesn't mean that the prices of the stocks in this sector will all rise. Best example: $INRG (-2,09 %) ! I only added this ETF to my portfolio because I think the sector is exciting for the future.

3) In addition, I'm already heavily invested in tech in general, which is why I'm considering whether it wouldn't be good for the diversification of my portfolio if I were to replace this position with, for example, an ETF. $RSG (+2,48 %) , $PLD (+2,72 %) or $DNP (+7,02 %) for example.

I'll have a think about this this week and then see what I do... I've put the savings plan on hold for the time being.

I would be very interested to know what you $LOCK (+1 %) what you think.

Could you imagine this ETF as a long-term position with a 1% weighting?

After being instructed by @DonkeyInvestor how to present your portfolio on getquin in a sensible way in order to receive sensible feedback, I am hereby starting an attempt to present my model portfolio, which I would like to work towards in the long term.

I already posted my current portfolio the other day, the model portfolio presented here is a kind of wishful thinking of what my portfolio should/could look like in the long term.

My investment horizon and my goals:

I am 22 years old and studying economics, so I still have many years to go before my state pension. However, my goal is to retire a little earlier, i.e. when I can live off my portfolio without reducing its value every year.

My investment strategy:

I have opted for a buy & hold strategy with two ETFs as the fixed core of my portfolio, a few individual stocks that I am convinced of in the long term and a small crypto mix.

The ETFs:

ETF no. 1: $IS3R (+1,45 %)

ETF No. 2: $216361 (+0,63 %)

My single stock/thematic ETFs:

45 individual positions with 1% weighting each, see sample portfolio.

My cryptos:

Approx. 5 to max. 10% crypto weighting.

Of which 50% $BTC (+0,89 %) , 25% $ETH (+0,43 %) , 25% $SOL (+1,78 %)

Why this investment strategy?

I do not yet have sufficient experience with economic indicators and find it difficult to assess how an interesting share is valued at the current time, which is one of the reasons why I have opted for a buy & hold strategy with the two ETFs as the fixed core of my portfolio and a few individual shares that I am convinced of in the long term.

About the ETFs:

I would like to weight both ETFs at 25% each and therefore already invest in both regularly.

ETF no. 1: MSCI World Momentum ETF

This ETF differs from the normal MSCI World in that it overweights stocks with current price momentum, which has proven to be a superior strategy in recent years. With this ETF, I always have the winners of current developments in this rapidly changing world in my portfolio over the long term.

ETF no. 2: Ossiam Shiller ETF

For me, this ETF offers a nice complement to the Momentum Factor ETF, as it invests somewhat more anti-cyclically. The ETF selects the five sectors with the lowest relative CAPE (Cyclically Adjusted Price Earnings) from the S&P 500. The relative CAPE coefficient assesses the relative costliness of a sector based on its current and long-term historical prices and earnings. The method then calculates the sector with the lowest price momentum over a 12-month period, i.e. the sector with the worst performance in the period under review. Each of the remaining four sectors is given the same weighting (25%) and the components of the investment universe are rebalanced on a monthly basis. In short: This is a rather anti-cyclical way of investing, but by leaving out the worst performing sector you are also not falling into the trap.

About my individual stocks/thematic ETFs:

As already mentioned, I am not yet experienced in judging whether a share is currently fairly valued or not. I also don't want to have any companies in my portfolio where I have to research every two weeks whether the business model will still be needed in the near future or not. However, I don't want to do without individual shares altogether either, as a pure ETF portfolio would simply not give me any pleasure. So my solution is as follows:

I take buy&hold-compliant individual shares into the portfolio, where I am simply convinced of the business model in the long term.

I would take these 45 individual positions (including the 3 thematic ETFs) and weight them all at around 1% (excluding the weighting of individual companies in the ETFs). If you buy shares to hold them for more than 20 years, the current valuation plays a somewhat less important role. Even stronger corrections are not the end of the world here, but rather offer good opportunities for additional purchases.

The following shares are in my current portfolio but not in the model portfolio:

• Abbvie $ABBV (+1,03 %)
  
• Anglo American $AAUKF
  
• Celsius Holdings $CELH
  
• Edwards Lifesciences
• Morgan Stanley $MS (+1,35 %) (replaced by S&P Global in the model portfolio)
• Novo Nordisc $NOVO B (+0,73 %)
  
• Nvidia $NVDA (-0,03 %)
  
• ParTec AG $JY0
  
• Redcare Pharmacy $RDC (+9,53 %)
  
• Shopify $SHOP (+2,94 %)
  
• Hershey $HSY (+1,79 %)
  
• Walt Disney $DIS (+0,84 %)
  

Of course I won't sell all of these stocks immediately, I just think that they are rather unsuitable for my long-term strategy, even though I still see good potential for some of them in the near future...

I simply blindly added a few of them to my portfolio at the time without having really looked into the respective company in detail. I will think again (also taking your comments into account) about whether I want to keep these shares or not and when I might sell them.

-. A few of the 45 positions in the sample portfolio are certainly not classic buy & hold companies, for example Tesla, BYD, Intuitive Surgical, MercadoLibre etc., but they are companies that I am personally convinced of in the long term and that I assume will perform very well in the long term.

-. I am aware that the GAFAM stocks that I have in my portfolio as individual positions are also heavily weighted in the ETFs, which is intentional, as I find these companies so enormously strong that I have no problem with them having a total weighting of around 3-4% through individual positions and ETFs.

-. The high US weighting has bothered me for a long time, but I'm coming to terms with it more and more. Many of the companies in the model portfolio make their sales worldwide anyway.

About my cryptos:

I don't want to give cryptos a high weighting, as there is a very high risk involved. I have set myself a 5% weighting. If the weighting exceeds 10%, I halve it again and put the profits into equities. However, if the weighting falls below 5%, I'm happy to buy more, as cryptos naturally also offer great performance opportunities and the high volatility means there are always opportunities to buy.

My outlook:

I will continue to save in the two ETFs and make sure that I add 45 individual positions to my portfolio in the long term, where I am relaxed and also expect a good performance. As things stand, these are the 45 positions from the model portfolio.

Which I am consciously doing without:

-. I am not a fan of dividends. Even if the psychological advantages should not be underestimated, there are simply many reasons why a focus on dividends does not make much sense as a young investor. I want nice price gains that are not held back by high dividends. That's why you won't find any tobacco or oil stocks in my portfolio.

In the withdrawal phase, I will still receive reasonable dividends, as I have some dividend growth stocks in my portfolio, which I think will be noticeable after a few years. I would also like to finance my pension simply by selling some of the stocks.

-. I also deliberately avoid stabilizing factors such as gold. It's unnecessary with an investment horizon as long as mine and simply costs returns in the long term.

I hope the presentation of my strategy is clearly formulated, I would be extremely pleased to receive factual and detailed feedback from you and I will also take criticism to heart.

Many thanks in advance! 🙏🏼

Weighting of cryptos

Since last year I am in $BTC (+0,89 %)
$ETH (+0,43 %) and $SOL (+1,78 %) and things could hardly have gone much better. In the meantime, cryptocurrencies had a weighting of over 15% in my portfolio.

However, as I'm not that deep into the subject of crypto and don't see investing in cryptocurrencies as being nearly as much of a retirement provision as shares, I decided to take a closer look at how I want to proceed with cryptos, with the following result:

- I would like to keep the weighting of cryptos in my portfolio at around 5%

- The allocation should be 50% if possible $BTC, (+0,89 %) 25% $SOL (+1,78 %) and 25% $ETH (+0,43 %) correspond

- As soon as the weighting of cryptos exceeds the 10% mark, I will rebalance and take profits in my two large ETF positions $5OGU and $IS3R (+1,45 %) reallocated

=> With such a weighting, I remain relaxed, buy/sell based on rules and would still benefit from a long-lasting crypto hype. After all, rebalancing after strong price gains in the crypto sector logically increases my overall portfolio value, which means that in absolute terms there is more "space" for crypto assets than before.

What do you think of this weighting strategy? I am grateful for any shared opinions! 🙏🏼

First purchase💰📈

A pleasantly boring company for my buy & hold strategy - add to the portfolio and leave lassen👍🏻

On the side I build up the positions $5OGU and $IS3R (+1,45 %) further, through individual purchases and savings plans.

A small update on my portfolio:

• I have liquidated my small Alibaba position (€280) and my small Metaverse ETF position (€300). I wouldn't have dared to buy more Alibaba and such a small position doesn't make much sense.
• I invested the money in the $5OGE and the $IS3R (+1,45 %) These two ETFs should each make up 25% of my total portfolio in the long term; however, I'm still toying with the idea of weighting the two with only 20% and adding another 10%. $IEMA (-1,98 %) in order to be better diversified in terms of regions
• I have just realized partial gains on my cryptos (not yet tracked) and have increased my $BTC (+0,89 %) -position to €1,250 and my $SOL (+1,78 %) -position to €500; the profits will also flow into the two ETFs
• The individual positions that are <€500 are still to be increased; $AAUKF and $LOCK (+1 %) via a monthly savings plan and the rest with subsequent purchases

=> In the long term, I would like to cover 50% with the 2 to 3 large ETF positions and the remaining 50% with individual shares of quality companies

I would be very interested to know what you think of this strategy!

• Include EM ETF yes or no?
• Your opinion on $5OGE and $IS3R (+1,45 %) as a basis for a portfolio?
• Are there any individual stocks in my portfolio that you think are completely unsuitable as a long-term investment?

I am very keen to hear your opinions! 🙏🏼

$216361 (+0,63 %)
$IS3R (+1,45 %) I could well imagine these two ETFs in combination as a long-term core portfolio (around 50% of the total portfolio). The two indices complement each other very well and both have historically always outperformed the MSCI World. What do you think? Would this combination be a good core portfolio?

MSCI Factor ETF comparison

$IS3R (+1,45 %) Momentum 0.3TER

$IS3Q (+0,84 %) Quality 0,3TER

$IWVL (-0,28 %) Value 0.3TER

$IWDA (+0,72 %) World 0.2 TER

According to MSCI, the Momentum and Quality ETFs perform better than the World ETF. The positions are smaller and more concentrated than in the World ETF.

A world option for you?

What do you think?

Since I don't own an ETF and otherwise hold quality stocks, I can well imagine a momentum ETF as an addition.

But I'm not sure whether I would choose one of the ETFs if I only had to bet on a single ETF.

Dear community, perhaps you can help me with an ETF selection.

So far I am in $IS3R (+1,45 %) and $EIMI (-1,88 %) in roughly equal proportions. In the next few months, I would like to run a savings plan in an ETF that corresponds in size to the other two. In the long term, I think a 1/3 - 1/4 share of emerging markets is desirable.

My previous $IS3R (+1,45 %) I don't want to entrust the savings plan to my existing one. Although it performs quite well in bull runs, it doesn't really manage to reflect the security of global diversification. Perhaps I will reallocate it in future.

The question now is which ETF I should get.

An ETF on the MSCI World All Caps would be ideal, for example, to exclude emerging markets and include small caps. Is there such a thing?

The $SPYI (+0,51 %)

is attractive, but would again put a lot of weighting on emerging markets. The same problem with ETFs based on the FTSE All World.

A classic MSCI World would be ideal, but as far as I know these ETFs do not include small caps, which would be a shame.

Does anyone here have any ideas?

Alea iacta est

The die is cast and thus 1+1=1 🥸

From MSCI World $IS3R (+1,45 %) + MSCI EM $SAEM (-1,89 %) becomes ~&gt; FTSE ALL-World $VWCE (+0,48 %)

Savings plan already converted and the two "old" will then still be restructured over time.