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Mister_ultra
@Mister_ultra
10Mes·

With my China ETF, the last savings plan execution for this year is now complete - incidentally one of the investments that did not and is not running at all.


Portfolio update for December 2023 and the whole of 2023 will follow in the next few days.


Perhaps also interesting for some. I discovered today that you can use the Copilot app on Android for free. It can also be used to generate all kinds of pictures (my highlight so far was a fight between Pikachu and Darth Vader in Hogwarts 😂).

Especially for the days between Christmas and New Year's Eve, it's fun to try out the AI in this way.


Since my post is otherwise as important as the famous sack of rice from China, here is a Ki generated sack of rice juggling with coins.


#etfs
#personalstrategy

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Invesco MSCI China All Shrs Stk Cnnct ETFAcc logo
Acquistato x8,045 a 18,64 €
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~ Michael 💎 🏅@Michael-official
10Mes
Do you believe in a massive turnaround in China?
I mean, the ETF has been going down for over 12 months.
I think it's brave of you to hold on to it.
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Rmann@Epi
10Mes
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Mister_ultra@Mister_ultra
10Mes
@Michael-official @NEWT1 @Epi

You've more or less already discussed all the pros and cons 😄

I see it exactly the same way, on the one hand the economic and political problems in China, on the other hand one of the few markets that are really still extremely cheap. Depending on how it develops, it could lose another 50% or gain 100% or 200%.

All in all, I take the following view of China:
- I would actually rule out a 100% loss as with Russia, as China is in a completely different league to Russia (never say never, but in my view not very likely)
- In total, the share held in the China ETF corresponds to approx. 2.5%. 5% of my monthly savings installment flows into this ETF
- Even in the event of a total loss, I could cope with this in both relative and absolute terms
- A crypto share of 5% in the portfolio is often "recommended". In my opinion, China is less risky than Bitcoin and the like from a risk perspective, so I would say the same in relative terms and also hold China up to a maximum of 5%. At 2.5%, however, I'm still a long way from that and don't want to go much higher for the time being
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Sparfuchs@Reinecke
10Mes
I've been thinking about it the whole time. China is far too calculating and plays the game quite well. To be honest, if China is doing badly, it will only be more expensive for the others. When China is doing well, it doesn't get any cheaper, but China is making giant leaps towards becoming a world power.
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