LoginSignup
immagine del profilo
six@six
2Anno
Would be too many ETFs for me personally. I would probably go to a MSCI ACWI or FTSE All World instead of World+EM. In addition, then maybe max. 2-3 themes ETFs. Must just rebalance everything.
••
MK@MKLO
2Anno
@six what do you mean by rebalance? Regarding All world, had compared the days times and the returns were better with the combo World+EM in comparison
••
immagine del profilo
six@six
2Anno
@MKLO Well you should rebalance your ETFs 1x a year so that they have your percent weighting again. Either by selling and new run or adjust the savings plan rate. And that would be me with 7 ETFs Too much effort and cost. I initially wanted a portfolio on zick ETFs. Am then ultimately but fortunately only the FTSE All World. 70/30 has as far as I know a few years ago performed better than 90/10 (All World). My but if you only look at the last few years it looks different. Just depends on whether you want to weight according to GDP or market capitalization.
••
MK@MKLO
2Anno
@six yes, that's right, i would probably always buy more to balance it out and let the plans continue to run. regarding All world and World+EM i'll do another comparison at Morningstar to be on the safe side :) thank you!!!
•
1
•
immagine del profilo
six@six
2Anno
••
immagine del profilo
six@six
2Anno
@MKLO but is already a bit older (2015). Would have to see how far the EM have run. But if you look purely times this year, you would have done better with 100% MSCI World than with the ACWI (90% World + 10% EM). So the higher you set your EM share, the worse it would have run. Which is of course no indication for the future.
••