Xtrackers SLI ETF Forum

As part of the annual rebalancing and our new role as parents, I sold almost all the individual shares.

A few thoughts on this;

I started with the Core Satellite plan, my core was a World ETF or now the All World.

I wanted to build satellites around it that could beat the market and bring me my alpha.

I think this is the plan of many, but I got lost somewhere and my satellites became more and more diversified and in the end they moved like the market.

I think satellites can or should be undiversified and make up a higher percentage of the portfolio.

If I am sure that they will beat the market then I can also choose 1-3 positions and weight them with 5-10%.

You can think what you like about dividend stocks in the 20s or 30s, I don't see any alpha here and I don't need cash flow to stay motivated.

This currently leaves me with 5, soon 6 positions and my work with the portfolio remains manageable.

It currently stands at around €110,000.

Sold:

$AAPL (+0,17%) Apple +50%

$GOOGL (+1,13%) Alphabet +48%

$DHL (-1,76%) German Post +38%

$AMZN (+1,9%) Amazon +33%

$BLK Blackrock +14.7%

$JNJ (-1,06%) Johnson&Johnson +2.6%

$SPYD (-0,28%) S&P US Dividend Aristocrats -1%

$KO (+0,08%) Coca Cola -3.3%

$O (-0,83%) Realty Income -5.6%

$BATS (-0,23%) British American Tabacco -15.4%

Increased:

$VWRL (-0,56%) FTSE AlI-World

$DXS0 (-1,53%) Swiss Leader

Initial purchase:

$965515 (-0,82%) Physical gold (5% of the portfolio)

$DXS0 (-1,53%)

Which Switzerland ETF (dist) is your favorite and why?

First purchase, now running in the savings plan and increasing my Swiss share in the portfolio.

First and foremost, I wanted to $NESN (-1,69%)
$NOVN (-0,7%) and $RHHBY (-0,85%) in the portfolio, but I don't fancy the Swiss withholding tax story, so I pay 0.25% TER for my laziness and get 30 Swiss blue chips in one.

Essentially similar to AllWorld but I like being in Switzerland.

Invest in Swiss stocks without withholding tax issues. 👌