1G·

What do you think about this ETF mix ?

I’m building a simple long-term ETF portfolio dividend

$VWRL (-0,13%)
$VEUR (-0,28%)

$VHYL (-0,25%)

$TDIV (-0,13%)

The idea is to combine growth with stable dividend income and reinvest everything for compounding.

Do you think this is a good balance? Would you change anything?

6 Commenti

K@TechNav

Choose only 1 dividend etf and only 1 world etf without adding Europe

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Joris@JorisInvests

20H

@TechNav keeping it simple is ok most of the time, but most world etfs have a way too high weighing of the US, so for me a EU etf can be added for sure (if the world etf is too heavily biased towards the US. A lot have 60-65% of US, while the US makes up about 25% of the world economy). If the world etf has a weighing of around 30-35% you are absolutely right

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K@TechNav

20H

@JorisInvests I don’t think comparing the “World Economy” to globally listed companies that generate revenue and are actually investable makes much sense.

China may represent a large share of global GDP, but not all of it is accessible through their stock market, the same applies to Europe and other regions.

From an investor’s perspective, I would focus exclusively on publicly traded companies when looking at global revenue exposure. GDP simply isn’t the right metric here. And there USA has a much bigger market share than 35%

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Joris@JorisInvests

20H

@TechNav yeah, you have a point there as well. China has great companies, but investing in them as foreigners is difficult and if you buy the workaround stock (participation in profit certificats), you are always risking that China changes the rules and leaves you empty-handed. For Europeans it is also annoying that so many great European companies are noted in the US as they follow the money where it is flowing the most. Some have double notations, but many are only noted on the NYSE or NASDAQ.

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Peter G.@Sontoshi_Nakagoku

Weighting? 1 : 1 : 1 : 1 ?

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Varvar@Varvar

@Sontoshi_Nakagoku Yes

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