Expand ETF positions and pursue my new strategy
Amundi MSCI World V ETF Forum
ETFETFDiscussione su LCUW
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136Hi everyone. Now that I've reached my annual goal today (hopefully it will hold) and thus another milestone, I'd like to get some feedback.
Briefly about my strategy and my goal.
Every month I save
48% $LCUW (+0,68%)
16% $AE5A (-1,88%)
16% $ISPA (-0,63%)
10% $BTC (+0,74%)
10% $QQQ3 (+0,78%) (2.5% weekly)
$TDIV (-0,67%) is saved with dividends.
Individual shares are only bought on a one-off basis or, if necessary, subsequently.
I still have a few old stocks in my portfolio ($NIO (-3,15%)
$YOU (-6,6%) ) that will have to go soon. Apart from that, the main focus is on dividend stocks, which is good for my mindset when money comes in regularly.
My goal is to no longer have to work in 17 years if I want to.
My savings rate is currently "only" 20%, as we built a house 3 years ago and had a baby this year.
Now I'd like to rest ;) (Too many ETFs, too much crypto, no strategy ;) maybe you can think of more.
Used discount campaign and stocked up again $LCUW (+0,68%)
Ho confrontato 4 ETF che tracciano l'indice più famoso al mondo : MSCI World
- Xtrackers MSCI World UCITS ETF $XDWD (+0,78%) o
- iShares Core MSCI World UCITS ETF $IWDA (+0,72%) o SWDA
- SPDR MSCI World UCITS ETF $SPPW (+0,68%) o SWRD
- Amundi MSCI World V UCITS ETF Acc $LCUW (+0,68%) o LCWD
- Xtrackers TER del 0,19% + 0,01 di transazione =0,2%
- iShares con il TER 0,2% + 0% di transazione = 2%
- SPDR con il TER 0,12% + 0% di transazione = 0,12%
- Amundi con il TER 0,12% + 0,04 di transazione = 0,16%
Su 3 anni hanno reso
- SPDR 39,42%
- iShares 38,76%
- Xtrackers 38,72%
- Amundi 37,48%
I costi differenti si vedono già dopo solo 3 anni.
Sulla carta il migliore sembra SPPW... che ne pensate ?
Rispetto ad Amundi (il secondo più economico) ha guadagnato il 2% su 3 anni di differenza.
Dal 2019 la differenza fra i 2 aumenta di quasi un 4% da 96,02% vs 92,69%
Un'altra differenza fra i 2 è la modalità di replica Campionamento (Partecipazioni
1.449) vs Replica Totale (Partecipazioni 1.459).
Non credo che 10 aziende su quasi 1500 facciano una così grande differenza di performance.
Che ne pensate ?
Portfolio feedback is welcome. For the ETFs, only $DBXD (-1,03%) ,$VWRL (+0,46%) ,$LCUW (+0,68%) and
$IUIT (+0,62%) with a savings plan.
Which one makes more sense from your point of view?
I know that the way I've just planned it doesn't make much sense... hence the question! You are a great help and I implemented your tips for my portfolio yesterday, but I can't get any further :(
$$SPPW (+0,68%) and $LCUW (+0,68%)
please be kind, I am sensitive 😂
$LCUW (+0,68%) Is it worth investing in this ETF for the long term? I am new to this business.
I took the risk of investing on Monday because the share price looks promising. I'm already up about 1%, including the purchase fees.
However, I can't give you any advice for the long term.
This ETF, like iShares Core MSCI World ETF, mainly trades large companies from the US, which balances my portfolio as I have mainly invested in German companies so far.
In addition, the ETF means I don't have to focus directly on the US market and analyze it.
In the end, however, the decision is always up to you, no one here is your investment advisor ;)
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