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Emerging markets ETF

Marco · 2025-01-16T01:26:00.107645Z

$EIMI was haltet Ihr von diesem ETF? Ich finde persönlich, wenn man den $ISAC mit 80% bespart und dann noch mit 20% den $EIMI bespart, hat man super diversifiziert und noch dazu die Gewichtung der USA deutlich verkleinert. Ob das jetzt Sinnvoll ist oder nicht, hängt von den Welt-Entwicklungsgedanken jedes einzelnen ab. Wie seht Ihr diese beiden ETF's ? Und verringert Ihr die Gewichtung der USA in eurem Portfolio? Grüße

$EIMI (-0,28 %) What do you think of this ETF?

I personally think that if you save $ISAC (+0,28 %) with 80% and then another 20% in the $EIMI (-0,28 %) you have a great diversification and also significantly reduced the weighting of the USA.

Whether this makes sense or not depends on each individual's thoughts on world development.

What do you think of these two ETFs?

And are you reducing the weighting of the USA in your portfolio?

Regards

6 Commentaires

DADlikesCRYPTO@DADlikesCRYPTO

So if you look at the World you will see that China is also represented there.
If you want to have more emerging markets in your weighting, you can do this or you can look for another ETF to reduce the US share.

There are many ways, for example I have
a $VDEV & $VFEM is the right approach for me, although you always have to say that EM always lags a little behind.

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Udo@Cash-Flow-Cow

I'll probably never understand how people only ever want to bet against the USA and thus against the most capitalist country in the world and thus deprive themselves of returns. 🙄🤦🏼‍♂️
A core MSCI World or S&P 500 and you are already very well diversified.

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Korrekturensohn@Korrekturensohn

@Cash-Flow-Cow It's exciting that including emerging market equities is already a bet against the USA. 😂 But perhaps it really is time for a crash in the US so that the value of diversification is understood and not diminished on the basis of subsequent yield considerations.

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Udo@Cash-Flow-Cow

@KorrekturensohnThe companies included in the S&P 500 or Core MSCI World are also active in emerging markets and generate their sales worldwide. That is diversification and not where the headquarters are. Germany, for example, has grown negatively for the second year in a row and yet the DAX is still going strong. Do you notice anything? 😉

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Korrekturensohn@Korrekturensohn

@Cash-Flow-Cow This does not change the fact that only an MSCI World without emerging markets is not diversified, because all US equities share the regulatory risk of their home country and most US companies are also particularly strong in their home country. Your argument is nothing new and at best speaks against a GDP weighting, but not against emerging market equities as such.

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Stefan@Da_Fischi

I did something similar to get closer to the 70/30 weighting. However, I used the ACWI IMI $SPYI and the EM IMI $EIMI to include the small caps. In your case, you are missing the small caps of the industrialized countries.

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