1Settimana·

Why?

$EXUS (+0,54%) Why do you have a World ex USA ETF if it always shits in the same way when the Americans do shit? You talk about differentiation, what's the point?

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8 Commenti

immagine del profilo
Well, even if you only have the ex USA, you are of course still fully involved in all the influences surrounding trade policy and its effects on other economic regions. In the globalized world, almost nothing can be considered completely decoupled.
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immagine del profilo
I think in combination with a "classic" MSCI World ETF, it is good for those for whom the US share is too high. This allows you to determine the level of US exposure yourself and still only invest in the MSCI World, but only with a 50% US weighting - depending on your preference. I think the high US weighting is now putting some investors off because it is too high for them.
Or in combination with an S&P500 ETF
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1Settimana
I've also had this thought a few times. Since April 7, however, the performance of my less US-heavy portfolio has been better than that of the other one. I have the feeling that things are going faster at the moment without the US, especially on the comeback.
immagine del profilo
1Settimana
Yes, not ex USA runs just as shitty as all USA Etfs or the Nasdaq...if the Nadaq goes down or no matter what US things also the ex US Etf falls and that somehow stresses...
immagine del profilo
@EdBollo well the ex USA is doing much better right now - no idea where you are looking.
immagine del profilo
Lower the dollar rate. If you still have a lot of US shares, you can "normalize" your us quota
immagine del profilo
You have the disadvantage that it also goes down because everything is interwoven, but if things go right again in the USA then you are also screwed because it then performs worse. In other words, you're screwed 😉
immagine del profilo
Google "asset classes" and "correlation"....Wissen macht Ah! ✌️😁

Greetings
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