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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8Mes
@TopperHarley Well, there are certainly some European companies that are doing very well. They are also represented as top positions in the Quality ETF.
And pay as little attention to a market as large as the European market as the msci world does? On the other hand, it does so for good reason 🤔
And pay as little attention to a market as large as the European market as the msci world does? On the other hand, it does so for good reason 🤔
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@TopperHarley Fortunately, economic development is not as important for equity returns as everyone thinks.
https://getqu.in/Ii4nBx/
https://getqu.in/Ii4nBx/
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@lawinvest Aren't they included in a World or ACWI anyway? In the end, you'll probably just increase their weighting in your portfolio, right?
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8Mes
@Johann_van_der_Smut Yes, they are... I somehow find the weighting beyond the top 7 holdings in the MSCI world, for example, simply sad 😅 so it feels like the weighting is so small that you would hardly hold a share.
Take Novo Nordisk or ASML as an example. They are heavily weighted in Europe Quality; in the MSCI world they are also high up, but overall they are going down despite a very decent performance
Take Novo Nordisk or ASML as an example. They are heavily weighted in Europe Quality; in the MSCI world they are also high up, but overall they are going down despite a very decent performance
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•@lawinvest Yes, you're right. It's actually interesting from that point of view. I'm currently thinking about how I would weight them in my overall ETF allocation. I have a feeling I'm somewhere between 20 and 25%
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@lawinvest then he could do as I do. ETF Depor with GDP weighting. 40% usa, 10% pacific, 25% each euro and EM. Or, depending on the total amount, add a world etf sc, with the same regional breakdown. Makes 5 etf. LG
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