Invesco S&P 500 ETF

ETF

ISIN: IE00BYML9W36

Ticker: SPXD

IE00BYML9W36

SPXD

Price

Discussione su SPXD

Messaggi

Kimono

@Kimono_93

1Settimana·

Lifo at the ETF Core

Hi there!

What is the general attitude here towards splitting your ETF core into various small packages in order to be able to liquidate positions in an emergency according to the LIFO principle and to be able to control the tax burden a little in such emergency sales?

I picked this up at some point on Finanzfluss and found the idea quite charming.

My concrete problem will be that I will have to separate the "packages" of, for example $SPXD (-0,16%) and $VUSA (-0,15%) too small and at some point I will run out of inexpensive and (at least for the time being) distributing ETFs. I will have to take countermeasures.

Is there a catch to this approach that could be overlooked?

Merci and have a nice day everyone!

13 Commenti

Kevin@VPT

1Settimana

Moin, I don't think much of this topic, simply because my investment horizon is retirement and I don't invest money that I might need in the short term, so that distress sales are on the cards. I'd rather park the money somewhere else.

From a tax perspective, the whole thing seems to make sense at first. The administration would ultimately be too time-consuming for me, and as you say, they quickly run out of ETFs, otherwise you would probably have to switch to expensive providers.
If it's just a matter of building up 1-2 small "packages", there's probably nothing to be said against it, but generally there's only the risk of a price change and falling returns.
Then your money is not safe either, so if you restructure frequently you could inadvertently chase market movements.

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Matt

@growth_specialist_520

4Mes·

Hello community!

I'm quite new to the investments world, but I've studied a bit and I'd like to have an additional opinion about how to invest my money.

I have 20k euros to invest, and I plan to add 400 euros every month.

I plan to let this money grow for at least 20 years or even more.

I have decided to invest in I decided to invest in an All-World ETF and my choice fell on $VWCE (-0,55%) (I have also considered the $FWRG (-0,62%) which has lower TER, but also lower fund volume and higher spread).

But I'd like to add one or more (not to much) ETFs to boost up a little bit the performance and I was thinking about some ETFs on the Nasdaq100 or the S&P 500 indexes (like $SPYL (-0,14%)
$SPXD (-0,16%)
$VUAG (-0,16%)
$VUSA (-0,15%)
$EQQQ (+0,07%)
$UST (+0,07%) ).

What do you think about this idea? I have read that there is an overlap problem doing this but I'd like to have more opinions about it.

I think also that would be nice to have some money coming from dividends for everyday use, but I haven't searched nothing and it's not essential for me.

Have you got any suggestions?

Thank you in advance

3 Commenti