3Annรฉeยท

Today I would be interested in your opinion about the following ETF:


"iShares S&P 500 Consumer Discretionary Sector" with the WKN: A142NV ๐Ÿ›’


This ETF provides access to the U.S. consumer discretionary sector ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ“ฆ๐Ÿ›๐Ÿ›’


This ETF is fully replicated, accumulating and has an annual total expense ratio (TER) of 0.15% โœ…


This ETF was launched on November 20, 2015 and has a fund size of โ‚ฌ323 million ๐Ÿ’ฐ


The 5 largest positions (combined: 60.80%) are:

1๏ธโƒฃ Amazon with 32.33% ๐Ÿ–ฅ๐Ÿ“ฆ

2๏ธโƒฃ Tesla with 12.41% ๐Ÿ”Œ๐Ÿš—

3๏ธโƒฃ Home Depot with 7.59% ๐Ÿช‘๐Ÿ›‹

4๏ธโƒฃ Nike with 4.60% โšฝ๏ธ๐ŸŽฝ

5๏ธโƒฃ McDonalds with 3.87% ๐Ÿ”๐ŸŸ


Performance over 1 year: +19.98% ๐Ÿ“ˆ

Performance over 3 years: +63.19% ๐Ÿ“ˆ

Performance over 5 years: +129.05% ๐Ÿ“ˆ


I don't have this ETF in my custody account and won't get it either, since I have all of the TOP 5 positions except Home Depot as individual stocks in my custody account and thus already cover over 50% of this ETF ๐Ÿ˜Šโœ…

On the other hand, I am surprised that this ETF is only โ‚ฌ323 million in size in just under 6 years ๐Ÿคท๐Ÿฝโ€โ™‚๏ธ

Nevertheless, this ETF has developed very well over the last few years ๐Ÿ“ˆ๐Ÿ“ˆ


Would you get this ETF in your portfolio ? ๐Ÿคท๐Ÿฝโ€โ™‚๏ธ๐Ÿ›’๐Ÿ›

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4 Commentaires

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5 positions that make up 60% - more lumps hardly possible๐Ÿฅฒ
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@tommycash The guys from Mauerstrasse call it a clumping opportunity!
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I think it's definitely a very interesting sector. Nevertheless, I think Consumer Staples is safer and more attractive in the long run. โœŒ๐Ÿป
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I also find it a bit too concentrated...if you want to go in that direction then maybe the Xtrackers MSCI World Consumer Discretionary...same approach but with a little "country diversification" ๐ŸŒŽ
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