2Mes·

Something different from World, ACWI, EM etc

4 Commenti

immagine del profilo
I actually think it's a good mix, I'm back in Poland tomorrow for 3 nights and I'm always pleasantly surprised at how the economy is booming there
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immagine del profilo
The Polish stock exchange is currently benefiting from capital speculating on peace in Ukraine. The top performers are also banks.

I've had the ETF on my radar for a few weeks now. I wanted to take a small position - then came the Trump furor.

Poland is traditionally a close ally of the USA - this could now become a boomerang, given the way Trump's admin is treating the USA's closest allies. However, the biggest risk for Poland is likely to be a Russian breakthrough to the Polish border. If that happens, the ETF is likely to plummet. 🤷
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immagine del profilo
The Polish economy is developing very well and has a lot of potential. However, this is also the case with the Czech Republic, India, Brazil, Chile, Vietnam, etc. Instead of saving in countless country ETFs, you can just as easily save in the MSCI World.
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immagine del profilo
Thanks for your quick feedback. YTD Poland is +24% vs. ACWI -18% 🤷‍♂️
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