1Anno·

Hello,

I am in the process of sorting through my ETF and am considering a rebalance. That's why I'm reporting here with a small overview and I'm curious about your tips! The euro amount next to it refers to the monthly savings rate


My own:

$XAIX (+0,57%) (AI and Big Data) € 100

$IWDA (+0,72%) (World) € 75

$INRG (-2,09%) (Clean Energy) € 75

$ESGB (+0,18%) (Gaming & Co) € 75


With the wife in joint account/deposit:

Funds Global Technology A-EUR Fund (N/A) ⎥ LU0099574567 ⎥ Price and discussion (getquin.com) and

BGF Sustainable Energy A2 Fund (N/A) ⎥ LU0171289902 ⎥ Price and discussion (getquin.com)

both € 100 each


And then there is a gift from the grandparents for the grandchildren. No savings installments, there are "only" one-time payments. Namely:

OekoWorld OekoVision Classic C Fund (N/A) ⎥ LU0061928585 ⎥ Price and discussion (getquin.com) and

Funds World A-EUR-DIS Fund (N/A) ⎥ LU0069449576 ⎥ Price and discussion (getquin.com)


My idea: This is too much and partly double saved. I would like to invest it more leanly. Possibly increase the MSCI World. I would also like to invest the children's two portfolios somewhere more lucrative.


Thank you for your help and opinions.

Greetings

5
6 Commenti

immagine del profilo
If you ask me, liquidate everything, the majority in an (All)World) because of me with 1-2 sector bets, if you believe in it. And for the kids also an (All)World ETF.
4
Visualizza tutti 2 ulteriori risposte
immagine del profilo
A gaming etf wtf😃
1
immagine del profilo
@Krush82 @Magellan First tranche sold. LU0069449576 and LU0061928585 sold and as soon as the money is free, the times comes to 100% in the FTSE All World. I am still considering whether accumulating or distributing, but these are still future problems.
1
immagine del profilo
What I forgot to add earlier and also a reason why I want to get rid of some things are the TER of the individual Etf:$XAIX 0,20%$IWDA 0,65%$INRG 0,55%$ESGB 0,35% Global Tech 1,88% Sustainable 1,97% ÖkoWorld 2,16% Fidelity World 1,88%
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