5Mes·

Another ETf question from me 😅 This one relates less to my portfolio and more to that of a friend 😅


Everything in a world ETF (which one is an open question) or add something European to strengthen the European share?

I think Europa Quality, for example $IEQD (-0,26%) is not so bad, as it performs better than a normal European ETF.

But: if you use the BlackRock ETF calculator and assume historical performance (I know: not necessarily meaningful) then there is a dramatic difference in my path to retirement, for example. In short: a brake on growth to the power of 10.




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22 Commenti

immagine del profilo
Of course this is a brake on growth. Diversification always slows things down. Slows down profits, but also losses.
More risk, more return. That's the case with equities, that's the case with ETFs.
You can increase the European share if you think that Europe will outperform America in the next few years (what's that called in German?).
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immagine del profilo
If your friend wants to keep it simple and doesn't want to deal with it, put everything in a world ETF. If Europe outperforms, this will also be reflected in a higher weighting of the Europe component in the world ETF.
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immagine del profilo
I don't see a positive future for Europe politically or economically. The problems are well known. Why do you want to bring that into the portfolio?
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immagine del profilo
Well, it's just that Europe is cheap at the moment.
https://worldperatio.com/

So there is a lot of catch-up potential, but it looks like many people here can see into the future and already know today that the US will outperform for the next 30 years.
In the past, however, valuations have had a gravitational effect on share prices over the long term.
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I think the idea is clever, especially with this ETF.
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zueinander
Sounds like a balanced division to me. I would implement it like this.
immagine del profilo
Euro Stoxx 50 or 600 of your choice. Since this year, it has actually performed significantly better than the NASDAQ, so don't let anyone here tell you that it's a brake on growth ;)
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Never easy to answer, but my opinion should be known by now. HSBC World or if you want it sustainable terrAssini ETF, an Asia ex Japan ETF and a fund, yes fund, for India only.
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