2Mo·

1x Gerd Kommer memorial ETF

actually fits very well into my multifactor portfolio. Of course I didn't buy it myself, it seems to be a promotion from the new broker I brought on board for Epi's 3x GTa4-Ramba Zamba certificate. But a single share of this (is that what ETFs are called?) suits me, I think.

12.03
L&G Gerd Kommer Multifactor Eq ETF logo
Acheté x1 à 11,37 €
11,37 €
4
13 Commentaires

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Which broker? Where ref link? And that is now called "Rambo Zambo" 🎈
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@DonkeyInvestor smartbroker+. The only argument I can see for it so far is that I can trade wikifolio certificates. Wouldn't recommend it otherwise. I find the interface creepy. Wouldn't know that there are reflinks
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@DonkeyInvestor and Rambo Zambo is Rambo Zambo
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@SchlaubiSchlumpf A free ETF share is already a good reason
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@DonkeyInvestor nen 11€ Gerd 🥰
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Eyy! Just because 3xGTAA is loaded with 3x leveraged ETFs, the expected return is beyond 30%pa and has a daily vol of 3% doesn't make it a Ramba-Zamba!!!

And before @DonkeyInvestor has its say: It's not Rambo-Zambo either!!!
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@Epi They call me March, Friedrich March. Also in May.
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@DonkeyInvestor Okay, Fritz March! 🫡
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@Epi I'm about to play GTA with you
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@DonkeyInvestor Global Tactical Assault? 😳
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@Epi oh yes
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May I ask why you write that you "naturally" didn't buy it yourself. I find the product very interesting and would like to hear a few more contra voices. BG
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@Thesaurus I have to disappoint you. I think the ETF is great in principle, as long as you (like me) like the principles behind it. (Personally, I build my multifactor portfolio myself, but the Gerd could be more favorable in the long term (tax-wise).

I "naturally" didn't buy it myself because this single position makes up around 0.01% of my portfolio 😅 would be a very useless position.

If you want to hear something against it, then it would probably be that the largest size restriction and factor weighting means that some past performers have not contributed to growth to the same extent as the ACWI, which is why the Kommer ETF is lagging behind.

However, there are studies that show that the largest companies tend to underperform historically once they have become the largest through outperformance. The $GERD would again be a protection against this
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