What is your assessment of the $EUDF (+2,94%) ?
I'll keep an eye on it and get in if necessary.
EUD
Wisdomtree Europe Defence Ucits ETF AccumEUR
ETF
ETF
ISIN: IE0002Y8CX98
Ticker: EUDF
IE0002Y8CX98
EUDF
Price
Discussione su EUDF
Messaggi
13
1Mes·
Conversion to rebalancing has taken place.
As announced, I have parted with my broad mass of numerous individual stocks and ETFs and focused on these 21 positions.
The core here is the Kommer and the All World (ACWI is held exclusively for my daughter).
The 4 main satellites are $GOOGL (-1,15%) , $SIE (-1,18%) , $4901 (-0,36%) and the cost environment consisting of $MCD (+0,73%) , $KO (+0,71%) and $ULVR (+1,3%)
In addition, I have created $PNG (+3,33%) and $DMAG (+2,53%) two larger segments in the future-oriented area - also with $IREN (+6,47%) , $VKTX (-5,33%) and $ONDS (-5,75%) albeit much smaller.
The $XDWU (-0,64%) is intended to bring a little more security into the system. The $EUDF (+2,94%) clearly speaks for itself and the $XDWH (-0,67%) likewise.
I have now slightly exceeded my target of 60/35/5 in etf/equities/crypto, so the savings rate will go into equities and crypto over the next few months.
The stocks I will be saving in now are: Alphabet, Siemens, Fuji, coca-Cola, McDonald's and Unilever.
From my point of view, I now have a portfolio that offers greater security overall, but is also forward-looking in terms of sectors.
What do you think?
21Posizioni
30.355,86 €
5,89%
66
3 Commenti
1Mes
In my opinion, there are many good stocks, but I don't think you will beat the "market" in the long term. I think if you sold everything and only saved in $VWRL, for example, it would be the same.
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33
•3Mes·
Portfolio cleaned out; rebalancing objective
Hello everyone,
my third portfolio post and now I've drawn up my timetable. Preliminary info.... I've got a reasonable cash deposit with TR and a bit of gold waiting for me in the vault in case all else fails .... Well, you know what I mean.
I'm actually not too risk-oriented, which is why I want to continue to pay my 100 euros a week straight into savings plans. Dividends and overnight interest will also be reinvested. I would like to achieve an ETF/shares/crypto split of 60/35/5 for my portfolio.
To achieve this, I am currently no longer saving in individual shares. The money is now flowing exclusively into the $VWRL (-0,65%) , $K0MR (-0,63%)
$EUDF (+2,94%)
$BTC (-0,94%) and $ETH (-0,94%) . I am also building up a small division with $XDWH (-0,67%) as this has been very underrepresented so far.
Now it's time to hold out until the rebalancing is complete and then we'll see....
Maybe when I retire, I can round up the gold bars I've never used and simply hand the portfolio over to my children.... who knows?
What do you think of this idea?
Best regards Christian
22Posizioni
26.020,14 €
8,97%
55
9 Commenti
I think that sucking gold bars is unhealthy in the long term and also reduces yields, as they lose weight when they are sucked round.
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55
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5Mes·
Sell $DFEN with potential breakthrough on UKR - RUS war?
Thinking to (partially) sell my $DFEN (+0,47%) position. What do you think? Peace or ceasefire deal will have an significant impact on $DFEN (+0,47%) or $EUDF (+2,94%) in the short-, mid-, and/or long term?
22
4 Commenti
I don't understand your thoughts. This ETF is more likely to profit from conflicts. In the event of a peace deal, I would rather invest in companies that rebuild and finance infrastructure in UKR
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11
•5Mes·
What is your opinion?
I bought this ETF a month ago and save €50 a week in it.
33
2 Commenti
The hype with the big jumps is certainly over for now, but solid growth at $RHM & Co. This is a sector ETF that could be worthwhile over the next five years if you don't want individual stocks. Theoretically, you can add the TOP10 to your portfolio yourself or the "shovel manufacturers" for these defense suppliers - such as $MTX or $DEZ (all the suppliers, so to speak), which often have other mainstays if defense declines again at some point. Your money and your decision!
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6Mes·
Podcast episode 101 "Buy High. Sell Low."
00:00:00 Introduction
00:03:50 WisdomTree Europe Defense ETF (WKN: A40Y9K)
00:27:58 Rheinmetall (WKN: 703000)
00:38:58 Airbus (WKN: 938914)
00:49:20 Hensoldt (HAG000)
Spotify
https://open.spotify.com/episode/6ykwFYV8kqqbTrzAHOqMXw?si=7BU7fBseTh2zHOqH8wpksQ
YouTube
Apple Podcast
$RHM (+3,3%)
$HAG (+5,62%)
$AIR (-0,06%)
$BA (-0,25%)
$EUDF (+2,94%)
#etf
#etfs
#podcast
#spotify
open.spotify.com#101 Rheinmetall, Airbus, Hensoldt, WisdomTree Europe Defence ETF
22
6Mes·
Attractive investments in Europe - according to UBS
The UBS recently carried out an extensive screening of the European equity market. There are a few stocks that were rated very positively by the analysts.
These include the French energy supply group Engie $ENGI (+0,67%) the Italian logistics and postal company Poste Italiane $PST (-1,45%) the British online real estate broker Rightmove
$RMV (+0,86%) and the French technology service provider SPIE $SPIE (-0,32%).
In addition, the Irish specialist insurer Beazley $BEZ (+4,67%) the Spanish energy group Iberdrola
$IBE (-0,15%) and the Swedish telecommunications company Telia
$TELIA (+0,75%) are on the list.
The chances of a positive development are good - according to "Welt". Reason:
In Europe, politicians are investing massive amounts of money in infrastructure and defense while promising reforms to stimulate the economy. Added to this are interest rate cuts by the European Central Bank (ECB) and bulging savings accounts, which could flow into consumption and investment if the mood improves.
And overall, it is all about long-term growth: government investments are planned for years to come and the ECB is likely to cut interest rates even further.
The combination of government stimulus, cheap financing and private capital is providing a tailwind on the markets. There are some European ETFs that have been performing very well since the beginning of the year.
At the forefront is the Global X Euro Infrastructure Development $BRIP (+0,27%) with a return of 23.1 percent.
Also strong is the Xtrackers Dax $DBXD. (+0,23%)
The ETF achieves 20.3 percent and costs just 0.09 percent per year.
Also exciting is the WisdomTree Europe Defensive $EUDF (+2,94%). With 18.9 percent since its launch in March, it has made a solid start and costs just 0.40 percent.
The classic among the European ETFs, the iShares Core Euro STOXX 50 $CSSX5E (-0,26%)is somewhat more defensive at 11.8 percent, but scores with minimal fees. Europe is therefore back on the ETF radar.
Source (excerpt) & image: "Welt", 17.07.2025
77
4 Commenti
Can't share the Europhoria right now. When you see the unresolved problems here. Ursula also wants to tax companies more for her mega budget. I'm not UBS, but for me it's not as safe as it was in Welt.
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7Mes·
Strategy adjustment Growth & dividends
I am 42 years old and have an investment horizon of 20 years. I would like to combine some growth with dividends as a retirement provision.
Even though the portfolio is currently quite red, I am generally satisfied with the stocks. $RKLB (-0,66%) was once a gift and $MSFT (+3,11%) would be a bonus, so they are not self-selected.
I would like to invest a total of 6,000 euros per year for the time being, i.e. an average of 500 euros per month.
I have now changed the distribution as follows:
150 euros go into the $VWRL (-0,65%)
75 euros to the $ZPRG (-1,28%)
45 Euro to the $QYLE (-0,2%)
30 Euro in the $EUDF (+2,94%)
Would you weight differently here?
Up to now, I have saved 10 euros a month in the individual shares represented, but I will be making a quarterly one-off purchase of 500 euros. In this way, I can take advantage of opportunities and gradually build up the stocks or say goodbye to one or the other or add something new.
400 euros remain free each year, which I would like to use flexibly for $BTC (-0,94%) for example.
I like the mix of regular long-term passive investment and the opportunity to be more active on a quarterly basis.
17Posizioni
9,83%
33
18 CommentiWith a term of twenty years, you don't really need distributing ETFs now. And no yield brakes like covered calls either.
Yes, if it goes sideways, the covered will bring you something. If it goes down, you eat losses in the same way. But when it goes up, you simply leave profits behind. An investment should go up in the long term, otherwise you should leave it alone.
The same applies to dividends: this is a deinvesting strategy. For you, this means that you are making more effort now for twenty years from now. Without benefit. Dividends can be tracked with partial sales, and much more easily.
Yes, if it goes sideways, the covered will bring you something. If it goes down, you eat losses in the same way. But when it goes up, you simply leave profits behind. An investment should go up in the long term, otherwise you should leave it alone.
The same applies to dividends: this is a deinvesting strategy. For you, this means that you are making more effort now for twenty years from now. Without benefit. Dividends can be tracked with partial sales, and much more easily.
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55
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7Mes·
Defense ETF
Hello everyone,
what do you think of a defense ETF like the $EUDF (+2,94%) to continue to profit from all defense and military goods?
Or would you prefer a Nasdaq like the $EQQQ (-0,16%) which, however, with my core $IWDA (-0,4%) which of course brings a high USA overweight into my portfolio.
I am looking forward to your opinions🙏
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