1Année·

My old EM ETF was converted last year: $AE5A (+0,21 %)

I have been in the red here for 2 years, even with the previous EM ETF. current performance -7.80% . Performance incl. div. -4%


Now the situation in China is becoming increasingly delicate, I am considering switching to an ETF without China or simply taking an All World. $AHYQ (+0,34 %) I have also been running since I entered the stock market.


I would just like to hear some opinions.

Thank you.




7 Commentaires

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1Année
I would simply hold out for this time and use the favorable prices to buy. But everyone has to know for themselves. I continue to save my EM with China.... For me, it's part of the diversification.
13
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EM without China makes little sense. Many are dependent on China.

The only thing that would make sense would be an India ETF or South America, but all Asian countries are heavily dependent on China.

I continue to invest in EM with China.
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@TimoBrod Thank you. I also have an India ETF but with a very small weighting
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So I actively buy from China.
https://getqu.in/diliTw/
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@PowerWordChill Hi and thanks for your feedback. I like your approach, I haven't even looked at the whole thing from that angle. I've only ever seen the red minus in the portfolio for months.
I'll give it some more thought. I'm less likely to buy a China ETF, but I could even imagine increasing the savings rate for the time being.
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Political risk premium. Higher risk = higher volatility. The thing performs better in the long term. Significantly worse over the last 10 years. The reversal will come at some point. Until then, I'll continue to save
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You should be happy if you're young and the deposit is red:
https://youtu.be/bvgUVFbf2mw?si=1XkntAwTnNnKy4-r
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