Monthly savings plan executed

Donkey Diktator · 2026-09-07T06:24:57.169279Z

Fun. My savings plan runs twice a month 👍

Zerax@Zerax

1Mo

Very good. A phased approach has always proven effective. 👍

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Donkey Diktator@DonkeyInvestor

1Mo

@Zerax didn't want to go overboard right away

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Calvin@QuackCapital

1Mo

There it is—the new satellite.

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Donkey Diktator@DonkeyInvestor

1Mo

@QuackCapital Not quite. Part of the core

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🏊🏻‍♂️ • 🚴• 🏃‍♂️ Endurance Life@MozartsGeist

1Mo

Why not add it to -anguar-'s new global all-cap fund? Your emerging markets allocation is weighted fairly low.

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Donkey Diktator@DonkeyInvestor

1Mo

@MozartsGeist Because I'm going to fill up the ETF first. Then I'll move on to " $WEBG."

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🏊🏻‍♂️ • 🚴• 🏃‍♂️ Endurance Life@MozartsGeist

1Mo

@MozartsGeist I don't quite get it all right now, but you'll know;

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Ella M.@DividendenWaschbaer

1Mo

@MozartsGeist He would like to keep the weighting of emerging markets relatively low.

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🏊🏻‍♂️ • 🚴• 🏃‍♂️ Endurance Life@MozartsGeist

1Mo

@DividendenWaschbaer Thanks for the logical follow-up and recap 😊

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Donkey Diktator@DonkeyInvestor

1Mo

@MozartsGeist Feel free to ask your question. I don't see what there is to understand or not understand about this. The short answer to your question: Why should I invest in this new, global all-cap ETF?

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Donkey Diktator@DonkeyInvestor

1Mo

@DividendenWaschbaer Of course, my savings plan (twice a month) into an EM ETF is also in progress.

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🏊🏻‍♂️ • 🚴• 🏃‍♂️ Endurance Life@MozartsGeist

1Mo

I did ask, after all: here's my response to your brief answer—or rather, your counter-question:
Global exposure + small-cap coverage in a single instrument;

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HyperX@AxoWallStreet

1Mo

@DonkeyInvestor At what point do you consider a position to be filled? And what are the tax benefits of that?

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Donkey Diktator@DonkeyInvestor

1Mo

@MozartsGeist I don't have any small-cap stocks in my portfolio. Why should I add them with a "baby" weighting?

Otherwise, I don't switch out my ETFs randomly—I do it systematically. Just like Faber. It's like playing the lottery with a system.

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Donkey Diktator@DonkeyInvestor

1Mo

@AxoWallStreet Chosen at random: When an All World or World + EM ETF has reached the size of the other, already full ETF.

Advantages: A simpler FIFO approach. Reduced risk of exceeding certain thresholds (e.g., exit taxation and whatever else might come up in the future) and diversification across multiple providers (and thus across multiple countries/regions where those providers are based).

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