About 1 year in investing.

I'm 30y.o. and i earn €2500~/month (no wife, no family, paying a rent).

I am investing €1200/month, willing to be invested for 20-30 years minimum.

My current #cap (monthly) is:

• €360 $XDEM (-0,9%) (momentum)
• €300 $IWVL (-0,64%) (value)
• €300 $IS3Q (-0,47%) (quality)
• €120 $EIMI (-1,06%) (core emerging)
• €120 $IGLN (-0,39%) (gold)

Also I have some others in portfolio, but not on recurrent buy at the moment.

My idea is to go with the factors that over performed historically and continue investing until F.I.R.E. (when i will be 55-60 years old).

What do you think?

I recently discovered $TMGT (-1,64%) and I’m actually pretty excited about it :) I just opened a position

It gives exposure to some of the more interesting corners of tech: AI, cybersecurity, robotics, space, quantum, data centers, semiconductors and more, basically a basket of sectors that are excited but probably will overcomplicate your portfolio if you try to expose yourself to each.

What really caught my attention are the holdings: $NBIS (-1,58%)
$MRVL (+1,23%)
$AMD (+1,98%)
$MU (-3,78%)
$PANW (-1,97%)
$CRWD (-1,21%)

$S (-7,29%)
$EQIX (-1,24%)
$DLR (-1,53%)
$IREN (-1,08%)
$VRT (-0,89%)
$IONQ (-4,26%) and many other smaller/niche companies with a lot of potential and barelly or really small existed in other ETFs and the big names doesn't dominate it. Also it has China and tiny bit small caps.

It also helped me finally get rid of my individual stock positions. A lot of the companies I was looking at for extra upside simply weren’t in my Nasdaq 100 or World Momentum ETFs, but many of them are here.

So instead of trying to guess which one will outperform, I can own the whole basket.

For me it’s a small aggressive satellite position, not a core ETF.

One small correction for Getquin: the TER is 0.50%, not what is currently shown here.

The fund is still pretty small, so hopefully more people discover it.

There is also $ITEP (-0,68%) but i like the exposure of $TMGT (-1,64%) better also it doesn't perform good when you conpare to $TMGT.

It has also more global thematic brother $WMGT (-1,06%) which is performing really good since the inception.

What do you guys think about $TMGT (-1,64%)
? Would you add something like this alongside Nasdaq/Momentum, or is it too thematic for you?

$TMGT (-1,64%)
$XNAS (-0,73%)
$EQQQ (-0,73%)
$CSNDX (-0,72%)
$XDEM (-0,9%)
$IS3R (-1,01%)
$SMH (-1,73%)
$INTL (-1,24%)
$WAGI (-1,95%)
$ITEP (-0,68%)
$SEMI (-1,47%)
$XAIX (-0,68%)
$AINF (-0,7%)
$EXXT (-0,72%)
$EQAC (-0,73%)
$QNTM (-1,81%)
$WQTM (-1,81%)
$QOMP (-0,74%)
$CHPX
$JEDI (-2,51%)

Hello everyone, I'm 24 y.o. my investments are currently worth 50 k eur. My plan is to save around 1000 eur per month and invest in growth product for 15 years.

Specifically:

35 % MSCI WORLD INFORMATION TECHNOLOGY $XDWT (-0,53%)

35 % MSCI WORLD MOMENTUM $XDEM (-0,9%)

15 % MSCI WORLD SMALL CAP $WSML (-0,66%)

15 % MSCI WORLD VALUE $XDEV (-0,49%)

note: they all have had better return (on long range) in comparision with sp500 and ofc msci core world or ftse all word. Plus these etf offer a real diversification from having the big 7 as first positions (not world tech obviusly).

Once I'll reach around 600 k I'II allocate everything in etf high dividend stocks:

Main idea:

100 % core $ISPA (+0,76%) (good annual dividends around 4.50 % + good growth around 5.40 % yearly, no yield trap, and GREAT global and sectorial diversification)

Second idea (great especially if you don’t have double tax to pay)

70 % core $ISPA (+0,76%)

30 % High dividend stocks with the hope that over the time they can growth at least for the purpose of betting inflaction. Their dividend is huge, maybe on avarege around 7 % annualy. Stocks I’m talking about: $ARCC (-0,59%)
$O (+0,14%)
$MAIN (-0,35%)
$PPL (+1,28%)
$WPC (-1,16%)
$OHI (-0,17%)

Note: if you have double tax problem, instead of all these single stocks I would add just $WINC (-0,19%) in the portafolio.

Since I live in center-south Italian countryside, no rent/mortage needed, for what are my life costs, having a total of about 600 k invested in $ISPA (+0,76%) to have 1.7 k per month (after italian taxes of 26 % over capital gains/dividend) it’s not bad at all . And that’s enought since my capital will keep on growing (composite growth) over the time togheter with the dividends.

do you have any comments or advice ?

$XDEM (-0,9%)
$XDEV (-0,49%)
$WSML (-0,66%)
$CSPX (-0,37%)
$IWDA (-0,29%)

I bought $MU (-3,78%) at 65 € per stock and I’m still holding. When I bought the stock, it was the most undervaluaded stock in the $XDEV (-0,49%) and it’s still like this ! Meanwhile something straordinary happened. Now MU it’s also in the first seat of $XDEM (-0,9%) . The best value investors understand that it is not enough to buy a stock simply because it is undervalued. You also need to identify companies that the market is likely to become interested in over time. In other words, the goal is to buy stocks that are both cheap and gaining attention.

My idea is to buy stocks that rank highly in both value and momentum indexes, and then sell them when they fall significantly in either ranking. The reasoning is that, if a stock drops in the value ranking, the market may have already re-priced it closer to its fair value. If it drops in the momentum ranking, it may indicate that investor interest is fading.

It would be fascinating to backtest this strategy by analyzing the historical constituents and rankings of global value and momentum indexes over the past several decades. Unfortunately, I have not been able to find historical holdings data for these indexes. Can you help me in this ?

Why people keep on buying $IWDA (-0,29%) or $VWRL (-0,38%) as core of their portafolio when the following index perform way better (in fact they beat even the sp500 on a long range, meanwhile keeping global diversification and diversification from the big7).

$XDEV (-0,49%)
$WSML (-0,66%)
$XDEM (-0,9%)

the idea is a sort of risk parity portfolio that could do well in good times and bad times, using leverage wisely to increase return and decrease the overall risk of the portfolio

• WisdomTree Global Efficient Core $NTSG (-0,24%) - 35%
• iShares Core MSCI World $ISWD (-0,63%) - 10%
• Xtrackers MSCI Emerging Markets $XMME (-1,07%) - 5%
• Xtrackers MSCI World Momentum $XDEM (-0,9%) - 15%
• Avantis Small Cap Value $AVWS (+0,11%) - 15%
• MGP DBi Managed Futures $DBMF - 20%