3G·

Sale

I switch to the $VWCE (-0,92%)


A little over 1k tax is unfortunately due, but sooner or later it has to be anyway.


I'm fed up with Amundi.

14.02
Amundi MSCI World V ETF logo
Venduto x864,39 a 19,66 €
16.992,10 €
34,39%
10
8 Commenti

immagine del profilo
Why no desire for Amundi? I'm also wondering which World ETF is the best and was thinking about switching...
1
immagine del profilo
@Hansetradee $LCUW is affected by a merger, which has the same tax effect as a sale. Amundi is generally more susceptible to this due to its smaller fund sizes than Vanguard or Ishares, for example. That is worth the higher TER to me
2
immagine del profilo
@FLA Thanks for the quick reply. I currently have the $IWDA! Then I'll probably stick with it for now
immagine del profilo
@Hansetradee It would also be my second choice alongside the $VWCE. You're definitely not doing anything wrong with it, I personally wouldn't change it
1
Sell Porsche for Renault 😀
1
immagine del profilo
Why no longer an MSCI World, but an All World? I've been wavering between the two for days, as I've long wanted to reallocate my $U1IH portfolio
immagine del profilo
@Brokemon I think the better diversification of All Worlds is good. As I also like to invest in selected individual stocks, most of which are in the tech sector and the USA, I am already somewhat overweight in this sector. With the AW, I reduce my dependence on the USA somewhat and also have significantly more shares.
1
immagine del profilo
@FLA all right, for the same reason I would also opt for the ACWI, because I would like to weight the USA quite heavily, but at the same time have some emerging markets with me. Therefore ACWI + S&P500 approx. 50/50.
1
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