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BockaufDividenden · 2024-05-26T08:20:59.259812Z

Technologie-Wachstums-ETFs Hallo liebe Community! Ich habe mich mit einigen Wachstums-ETFs auseinandergesetzt und bin dabei etwas unschlüssig. Der Fokus liegt hier schon auf starken Wachstum und auch etwas mehr im Technologiesektor/ Software, da ich dort in meinem Portfolio zu wenig habe. Ich bin auch der Überzeugung, dass Technologie immer allgegenwärtig und nicht wegzudenken ist....Ich bin erst Anfang 30, also möchte ich schon erst mal auf starken und "nachhaltigen" Wachstum gehen. Folgende ETFs habe ich mir angeschaut und verglichen z.B. über extraETF mit jeweils meinem Favoriten "-->", bezogen auf TER, Wertentwicklung und Porfolio: Information Technology: --> $IUIT $WITS NASDAQ100: --> $EQQQ $CSNDX SEMICONDUCTOR: --> $IE00BMC38736 $SEMI DEFENCE: --> $ASWC S&P500: $IUSA $CSPX $VUSA $VUAG ALL-WORLD: $VWRL $FWRG Könnt Ihr mir sagen, ob ich da aktuell zu sehr nen Tunnelblick auf die Wertentwicklung der letzten 5-10 Jahre geschaut habe, statt nachhaltiger Wachstum bei den 4 ETFs, also meine Auswahl: $IUIT $EQQQ $IE00BMC38736 $ASWC Freue mich aufs Feedback!

BockaufDividenden

@BockaufDividenden

7Mo·

Technology growth ETFs

Hello dear community!

I have been looking into some growth ETFs and am a bit undecided. The focus here is already on strong growth and also a little more in the technology/software sector, as I don't have enough in this area in my portfolio.

I'm also convinced that technology will always be omnipresent and indispensable....I'm only in my early 30s, so I want to go for strong and "sustainable" growth first.

I have looked at the following ETFs and compared them, e.g. via extraETF, with my favorite "-->" in terms of TER, performance and portfolio:

Information Technology:

--> $IUIT (+1,8 %)

$WITS (+1,79 %)

NASDAQ100:

--> $EQQQ (+1,32 %)

$CSNDX (+1,32 %)

SEMICONDUCTOR:

--> $IE00BMC38736

$SEMI (+1,32 %)

DEFENCE:

--> $ASWC (+0,39 %)

S&P500:

ALL-WORLD:

Can you tell me if I am currently looking too much at the performance of the last 5-10 years instead of sustainable growth in the 4 ETFs, i.e. my selection:

$IUIT (+1,8 %)

$EQQQ (+1,32 %)

$IE00BMC38736

$ASWC (+0,39 %)

Looking forward to your feedback!

16 Commentaires

7Mo

Unfortunately Poor total return performance... your money should be working for you. Inflation was stronger than your 2% from 2021. so you lost money.

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BockaufDividenden@BockaufDividenden

7Mo

@TechNav yes, that's true and I have to admit that it gives me a lot of stomach ache :( that's why I want to slowly switch to growth ETFs (+shares)

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Maximilian@Maximilian01

7Mo

@BockaufDividenden I recommend S&P500 or nasdaq 100, Small cap, EM Ex China for growth.
For dividends Stoxx 100, Vanguard all world high dividend, Euro Stoxx 50, SPDR US Dividend Aristocrats. And just go in with cost average, I buy S&P500 every month whether it rises falls all time high sh*t doesn't matter. There have already been years in which the S&P500 had an ATH of over 20 and still rose, even in the next year. I have 15% with the ETFs since last year and hope it stays that way. ADM and LVMH are still to come, that was luck. Starbucks and Bayer are red. If I were to start from scratch again, I wouldn't buy any more individual stocks. It takes a lot of skill to do better than ETFs.

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K@TechNav

7Mo

@Maximilian01 For dividend ETFs, I would choose $TDIV. I think equity growth is just as important as the dividend. So >4% yield + >10% performance every year.

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BockaufDividenden@BockaufDividenden

7Mo

@TechNav I also have the $TDIV in there, with an ongoing savings plan. It's one of my favorite ETFs :)

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BockaufDividenden@BockaufDividenden

7Mo

@Maximilian01 I also have the SPDR US Dividend Aristocrats, runs with a savings plan, as well as the Dividend STOXX 100, which is also one of my favorite ETFs next to the $TDIV.

I'm currently considering the following growth ETFs:
$IUIT
$EQQQ
$FWRG
I know there are overlaps,...

I somehow don't see the good return development with EM. I also take a critical view of India, even though it is currently being praised somewhat.
Why still small caps?

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Maximilian@Maximilian01

7Mo

@BockaufDividenden I'll try out $MAGS and if it doesn't work for me, I'll switch to $IUIT. All 3 are good, the all World is the safest.
EM can have good values like Samsung and TSMC. I would stay away from China, they manipulate their budget, are highly indebted and America is even sticking to the sanctions from the Trump era. The stock market can close there any day. I think the $EMXC is also good in terms of country distribution and sector allocation. Excluding China, it also performs better than most other Em ETFs, which are more of a crutch.
$WSML Small cap has a much lower kgv than the well-known stocks. In a crisis, prices fall more aggressively but also recover faster. I bought them last year in winter, before the FED announced that interest rates would stay up. I am speculating that they will fall in the long term and that small companies will find it easier to get loans again and thus grow quickly and catch up somewhat in relation to the large caps. At the moment ATH I would look at the chart for 3-5 years and find an entry price that works for you and then go in anti-cyclically. From the overall portfolio 10-15%
I think individual stocks are good $LMT $MC $PG. You can't go wrong with that.

I hope I was able to help you and good luck 💪📈

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Maximilian@Maximilian01

7Mo

@TechNav Yes, the $TDIV is very good. It's not much different from the SPDR Us Dividend Aristocrat I think. In the last few years the $TDIV has been higher in terms of dividend increases. Over 5 years the SPDR with 14% pa. At the same time a few percent more share price growth, but a lower payout. It makes a lot of sense in the long term. I think both are good, but what one lacks, the other makes up for with a better share price or payout. The $TDIV is better distributed across the countries, but the SPDR has aristocrats.

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BockaufDividenden@BockaufDividenden

7Mo

@Maximilian01 This $MAGS sounds very funny at first, but unfortunately it is not available at Scalable. Then I'd rather just stay directly with $IUIT.
I think I'll leave out the EM and instead take the All World from Invesco $FWRG as already listed.

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K@TechNav

7Mo

@BockaufDividenden You can also choose the Nasdaq $CSNDX instead of the $IUIT.

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Stulle 🥪@Stullen-Portfolio

7Mo

I think it is good and understandable to include individual SECTORS (such as tech) separately in the portfolio and to give them a relative overweight, which is also justified from a long-term perspective.
Specifically with tech, the question arises as to why combine tech with 100% USA? From a long-term perspective, doesn't it make more sense to choose a tech world ETF?
-> If it is also planned to include the Nasdaq for accentuation anyway, then the question of whether tech world ETF or tech US ETF is even more important.

Specializing below the level of sectors (i.e. individual themes such as AI, defence, semiconductors) can only ever have a rather short-term perspective and is therefore more like a bet and requires appropriate knowledge and accompanying observation plus reaction if necessary.

Greetings
🥪

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Stulle 🥪@Stullen-Portfolio

7Mo

@BockaufDividenden
I then noticed that we want to map almost identical elements
(apart from Defence and Semiconductors, I am mapping the identical elements):

All World
-> but I use 5 different ones because this combination fits better with the other 3 ETFs, see below.

Tech & Nasdaq
-> deliberate accentuation (but with Tech World ETF)

S&P 500
-> I also have this in my portfolio, but because of the combination with my 5-strong all-world combination plus tech accentuation, I have not chosen a standard version with weighting by market share, but an ETF with a value approach and sector rotation strategy.

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BockaufDividenden@BockaufDividenden

7Mo

@Stullen-Portfolio Hey thanks for your comment!
I also took a look at your IT Tech ETF $XDWT (I think it's okay, I would probably exchange it)

But I would probably leave the $ASWC and $VanEck Semiconductor in, they are of course special sector ETFs
For the All-World I would probably take $FWRG and leave out the S&P500 due to the NASDAQ $EQQQ

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BockaufDividenden@BockaufDividenden

7Mo

@Stullen-Portfolio Your selection of ETFs is certainly exciting, but not quite my thing ;) I mainly have my dividend portfolio for now, so yours are a bit too specialized for me! Even if the performance is right!

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Olli@Olli68

7Mo

I have the $IUIT and the $IS3R as performance ETFs. That's enough. I wouldn't specialize any further.
I don't think much of these pure sector ETFs.

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BockaufDividenden@BockaufDividenden

7Mo

@Olli68 Yes, I'm also a little undecided about the defense and semiconductor sectors. But let's put it this way.... If China were to pull something off the fence, one would fall and the other would rise - but then we would have completely different problems overall.

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