7H·

Last savings plan execution

This was my last savings plan execution for$HMWO (-0,48%) and $HMEF (-0,11%) (not in the picture). The two positions together have reached the size of my $VWRL (-0,54%)-position and are therefore full.

In February, the first savings plan execution of $XDWL (-0,32%) and $XEMD (-0,17%). This will then take place once a month instead of twice a month.

The two smaller savings plans on $WHCS (-0,64%) and $WITS (-0,05%) will continue to run, but will also be changed from 2x per month to 1x per month (amount remains identical).

Why I am using several All World ETF / World + EM. Combinations, you can read here:

https://getqu.in/5DvtL7/

23.01

HSBC MSCI World ETF

Acquistato x61,28 a 38,56 €

2362,99 €

19 Commenti

Uwe@SchlaubiSchlumpf

Well, have fun with your pension with twelve etfs. Good that it feels like 2 new etfs are created every day. 😁

You're a bit right. When I think about how quickly unintentional taxable events arise without my own wishes (dissolution of the etf, cross-border merger or transfer), I've gotten used to the idea that I'll pay tax unintentionally at some point, even though I don't want to sell 😅 but I think it's even more likely with my more exotic etfs.

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Darkwing Donkey@DonkeyInvestor

@SchlaubiSchlumpf I would be very satisfied with twelve full ETFs.

In a way, I even increase the risk of one of them merging, for example. But the damage is of course less

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TotallyLost@TotallyLost

Why are there no EMs? 🤓

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Darkwing Donkey@DonkeyInvestor

@TotallyLost I order separately, as I have written. Can only share one transaction per post

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TotallyLost@TotallyLost

@DonkeyInvestor I'm asking because you somehow only have 2% EM, which would make me gasp and suspend all savings plans until the EM are at least at 15%. 😅

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Darkwing Donkey@DonkeyInvestor

@TotallyLost also have the $VWRL with a good EM share

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TotallyLost@TotallyLost

@DonkeyInvestor He has 10% EM.
With a 25% portfolio share, that's a whole 2.5% 😘

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Darkwing Donkey@DonkeyInvestor

@TotallyLost + the one from $HMEF. That's quite a lot 🚀

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TotallyLost@TotallyLost

@DonkeyInvestor it is now a matter of definition whether 5% is a whole lot. 😅

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Darkwing Donkey@DonkeyInvestor

@TotallyLost you still have to take the 30% Bitcoin into account. That doesn't leave much room for EM 😬.

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TotallyLost@TotallyLost

@DonkeyInvestor if you have 70% shares and you have a total of 5% EM, then his EM share is also only 7.14% of your shareholding.
That's still an investment, which is not necessarily a bad thing.
But you should be aware of it.

If I were you, which fortunately I'm not 😜
Then I would at least double the weighting. 😘

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Darkwing Donkey@DonkeyInvestor

@TotallyLost Well, luckily you're not me. What would my portfolio look like then, please? Like yours?

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TotallyLost@TotallyLost

@DonkeyInvestor A genius masters chaos. 😅

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