1Année·

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 (+0,79 %)

$WITS (+1,19 %)

NASDAQ100:

--> $EQQQ (+0,54 %)

$CSNDX (+0,48 %)

SEMICONDUCTOR:

--> $IE00BMC38736

$SEMI (+0,64 %)

DEFENCE:

--> $ASWC (+0,77 %)

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 (+0,79 %)

$EQQQ (+0,54 %)

$IE00BMC38736

$ASWC (+0,77 %)

Looking forward to your feedback!

16 Commentaires

1Année

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

1Année

@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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1Année

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K@TechNav

1Année

@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

1Année

@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

1Année

@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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1Année

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BockaufDividenden@BockaufDividenden

1Année

@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

1Année

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

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Voir une réponse de plus

Stulle 🥪@Stullen-Portfolio

1Année

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

1Année

@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

1Année

@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

1Année

@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

1Année

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

1Année

@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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