Unfortunately it wasn't enough for a kebab 😭

iShares MSCI Wld Hlth Care Sctr ESG ETF USDD
Price
Discussione su WHCS
Messaggi
22Small depot conversion (?)
Hey getquin,
In addition to my (All) World / EM ETF (which is not what today is about), I still have a little hodl to death $BTC (-0,26%) in my portfolio. As satellites I have two sector ETFs $WITS (+2,32%) (IT) and $WHCS (-0,94%) (Health Care) as satellites.
The IT ETF is doing quite well. The Health Care is a failure across the board.
The idea behind the two ETFs was originally a portfolio booster without effort in a weighting where it is not a problem if nothing boosts 😅.
There is currently around 115k in both together. They are each saved with 1,000 euros per month (no, I'm not a millionaire, but I'm redeploying equity that was planned for a house purchase).
In the meantime @Epi s $DE000LS9U6W1 (+1,19%) has also found its way into my portfolio. Significantly more volatile. Significantly more risk. But also significantly more boost than the two sector ETFs. And easy to buy and hold.
For a few days now, I've been thinking about selling the two sector ETFs, putting 50k into the wikifolio of @Epi to get a real booster in my portfolio, and to put the remaining 65k into my world / EM ETF to take out a little risk. I would gradually build up the 50k by the end of the year.
These are my thoughts. What are yours?
👍 Make
🆘 What is this weird product from @Epi be?
♥️ Sell the sector ETF and shift everything into the world / EM ETF
🚀 Sell the sector ETF and shift everything into Bitcoin
😭 Sell the sector ETF and send the money to me (justification in the comments)
🤣 Nah, better leave everything as it is
Thanks and a kiss
Your donkey 👄

Last savings plan execution
This was my last savings plan execution for$HMWO (+0,31%) and $HMEF (+1,3%) (not in the picture). The two positions together have reached the size of my $VWRL (+0,55%)-position and are therefore full.
In February, the first savings plan execution of $XDWL (+0,5%) and $XEMD (+1,25%). This will then take place once a month instead of twice a month.
The two smaller savings plans on $WHCS (-0,94%) and $WITS (+2,32%) will continue to run, but will also be changed from 2x per month to 1x per month (amount remains identical).
Why I am using several All World ETF / World + EM. Combinations, you can read here:

You're a bit right. When I think about how quickly unintentional taxable events arise without my own wishes (dissolution of the etf, cross-border merger or transfer), I've gotten used to the idea that I'll pay tax unintentionally at some point, even though I don't want to sell 😅 but I think it's even more likely with my more exotic etfs.
Health care ETF? What's all the fuss about?
Many users ask me that here: "Donkey, why the hell do you have a health care ETF in your portfolio? I look at your portfolio every day and it's always in the red. Even since I bought it. Aren't you better than all the other donkeys?".
Yes, of course I am. Today I'll tell you why I execute this savings plan every two weeks.
I save, also every 2 weeks, the $WITS (+2,32%) - an Information Technology ETF. And what can I say? It's up 50% since I bought it. At some point I will cash out. I will $WITS (+2,32%) sell (shocking, isn't it?). And you know what I'll do before then?
I sell the Health Care ETF, fill my loss pot with it and then don't have to pay taxes on my profit at the $WITS (+2,32%) pay taxes on my profit.
System dribbled 🚀.
What are your yield and tax tricks that are totally underestimated? For example, saving a high-yield dividend ETF for free money 🤯!
Please, you're welcome.
Your donkey 💋
Health sector - What do you think?
$XDWH (-0,98%)
$IUHC (-1,17%)
$WHEA (-0,99%)
$WHCS (-0,94%)
$WELS (-0,93%)
$LLY (-2,92%)
$NOVO B (-0,1%)
$RNN519 (-1,23%)
I would be interested in your opinion on the healthcare sector ? I am currently toying with the idea of parking my cash in the $XDWH (-0,98%) in the health care sector. I believe that the healthcare sector has some catching up to do and if the stock market becomes more volatile, I think the healthcare sector will benefit. Even if it is perhaps only a short-term position, I expect a higher return here than on the call money account. I like the idea, especially as the market for slimming products should continue to grow strongly and $LLY (-2,92%) ubd $NOVO B (-0,1%) will benefit from this as a dominant player.

I also see a need to catch up here.
There are some pearls in the sector in particular that can benefit enormously from AI research.
If you don't want to go pearl hunting, an ETF is of course an alternative.
The savings plan god was merciful with me again today ...
... but after all, I am also the Pope. Let's see if I'm still as euphoric this afternoon after the Americans enter the trading floor 😁
Also $WHCS (-0,94%) for 5.996 euros
and $WITS (+2,32%) for 12.336 euros
My portfolio is down 5 digits today. That's great. I'm up 5 digits $HMWO (+0,31%)
$HMEF (+1,3%)
$WITS (+2,32%) and $WHCS (-0,94%) bought more. What about you?



