Xtrackers SLI ETF Forum

As part of the annual rebalancing and our new role as parents, I sold almost all the individual shares.

A few thoughts on this;

I started with the Core Satellite plan, my core was a World ETF or now the All World.

I wanted to build satellites around it that could beat the market and bring me my alpha.

I think this is the plan of many, but I got lost somewhere and my satellites became more and more diversified and in the end they moved like the market.

I think satellites can or should be undiversified and make up a higher percentage of the portfolio.

If I am sure that they will beat the market then I can also choose 1-3 positions and weight them with 5-10%.

You can think what you like about dividend stocks in the 20s or 30s, I don't see any alpha here and I don't need cash flow to stay motivated.

This currently leaves me with 5, soon 6 positions and my work with the portfolio remains manageable.

It currently stands at around €110,000.

Sold:

$AAPL (+0,65 %) Apple +50%

$GOOGL (-0,6 %) Alphabet +48%

$DHL (+0,1 %) German Post +38%

$AMZN (-0,02 %) Amazon +33%

$BLK Blackrock +14.7%

$JNJ (+0,03 %) Johnson&Johnson +2.6%

$SPYD (+0,91 %) S&P US Dividend Aristocrats -1%

$KO (+1,1 %) Coca Cola -3.3%

$O (+2,65 %) Realty Income -5.6%

$BATS (+0,49 %) British American Tabacco -15.4%

Increased:

$VWRL (+0,46 %) FTSE AlI-World

$DXS0 (-0,66 %) Swiss Leader

Initial purchase:

$965515 (-0,82 %) Physical gold (5% of the portfolio)

$DXS0 (-0,66 %)

Which Switzerland ETF (dist) is your favorite and why?

First purchase, now running in the savings plan and increasing my Swiss share in the portfolio.

First and foremost, I wanted to $NESN (-0,22 %)
$NOVN (+0,5 %) and $RHHBY (-0,57 %) in the portfolio, but I don't fancy the Swiss withholding tax story, so I pay 0.25% TER for my laziness and get 30 Swiss blue chips in one.

Essentially similar to AllWorld but I like being in Switzerland.

Invest in Swiss stocks without withholding tax issues. 👌