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DünnParkettBohrer
@user88b8e3cfdd1c4e20
11Mes·

Plan to reallocate the custody account to an ETF custody account. The following ETFs have been selected. What do you think of the selection? $XDND (-0,96%)
$CSNDX (+1,07%) and $EXCH (+0,49%)


Idea in a nutshell: USA is booming, take emerging markets with you (weight players there higher than ok world ETF)


the return of the three is slightly better than $IWDA (+0,56%)

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Sparfuchs@Reinecke
11Mes
Of course, the commutative law of business administration also says this. Or as my English teacher used to say "Use the right fuckwords"
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ToDaMoon@randomdude
11Mes
You want to buy the USA because it is booming and EM because it is weakening? Sounds illogical.
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DünnParkettBohrer@user88b8e3cfdd1c4e20
11Mes
@randomdude Where did I say that I was buying EM because they are weak? I would like to profit from India, Brazil and co.
Or what do you mean?
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ToDaMoon@randomdude
11Mes
That's right, because you didn't say that, but that's how it has been in recent years.
However, I think there are too many hypotheses and bets behind your approach. I don't think you'll be able to keep it up for long.
The classic buy & hold approach would be a global portfolio with a factor tilt. If you can't do anything with that and you want to make country and/or sector bets, I would do something like 70% ACWI, 20% NASDAQ100 and 10% India and/or Brazil.
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MrMister@MrMister
11Mes
Why not Nasdaq100 $NQSE Euro Stoxx 50 $EXW1 and an Asia Etf? With Japan, India and China. Although I only find India and Japan interesting in Asia.
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DünnParkettBohrer@user88b8e3cfdd1c4e20
11Mes
@MrMister Euro = nuckelbude except for Novo Nordisk and LVMh and so on, China unpredictable.
Or what do you think?
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MrMister@MrMister
11Mes
@user88b8e3cfdd1c4e20 Never: Siemens, SAP, Heidelberg, Enel, Asml LVMh Novo etc. Take a look at the Eurostoxx figures first. Sure, I think only Stellantis is good at the moment. But the Euro Stoxx is not as bad as everyone claims, at least better than the MSCI World. And the dividends of just under 3% are not bad either.
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DünnParkettBohrer@user88b8e3cfdd1c4e20
11Mes
@MrMister more potential than EM?
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MrMister@MrMister
11Mes
@user88b8e3cfdd1c4e20 Where is the EM? It is currently only being held up by Brazil and India because they have performed better in the ETF index than the MSCI World. I only like BYD in China. In EM I would rather invest in Franklin Bras and in India in a FTSE or MSCI India. The rest is currently completely uninteresting. I don't need to cover the world or all sectors. Diverse yes, but not at any price.
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DünnParkettBohrer@user88b8e3cfdd1c4e20
11Mes
Would you choose the two usa ETFs and 1 india and 1 brasil ETF? Or too much ?
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