3G·

First savings plan ...

... to the next world ETF, after the last world ETF was full to bursting.

The new EM ETF savings plan will follow in 2 weeks.

09.02

Xtrackers MSCI World ETF

Acquistato x40,95 a 102,56 €

4200,24 €

14 Commenti

Tom@Tom98

When do you consider an ETF to be full?
LG Tom

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Minx@MinxQQQ

@Tom98 I would also be interested in @DonkeyInvestor 🙋🏼

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Alex@nitroxx

@Tom98 I'm guessing 💯

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Tom@Tom98

@nitroxx 100k deposit? Or 100k total value? And why would it be "full" then? 🧐

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Alex@nitroxx

@Tom98 100 K total value, an Etf is never full, but I also handle it this way and spread it over different issuers, or distribution months or or or

But I'm sure 🫏 will write something too

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Wealth-Accelerator@Wealth-Accelerator

@Tom98
I think up to 500k deposit per ETF you avoid exit tax (currently!)
I am also distributing. I have roughly set 150k as the first limit and am currently saving world ETF no. 3 😅

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Darkwing Donkey@DonkeyInvestor

@nitroxx @Tom98 @MinxQQQ "Full" is initially an arbitrary number. In my case, when one (All World) or two (World + EM) ETFs have reached the identical volume of the other All World or World+EM ETFs in my portfolio.

The arbitrarily determined number should be large enough not to degenerate into effort (i.e. not saving a new ETF because of a few 10k). But it should also be small enough to have a noticeable effect. How small "small enough" is, of course, also depends on the (planned) total volume of the portfolio.

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Tom@Tom98

Many thanks for the explanation! And good luck for the future 🍀

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Walter S.@Roots

@DonkeyInvestor an etf is "full" when it feeds itself completely with distributions ( thaur. ) - with a constant monthly payment... With an average growth rate of 6-7% after 10-12 years...

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Darkwing Donkey@DonkeyInvestor

@Roots That's your definition. And perfectly okay

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Walter S.@Roots

@DonkeyInvestor not mine... commercially interpreted as to when one would no longer have to pay into an etf...

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Kate🦋@Iwamoto

Do you now switch ETFs every year?
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(the tax office hates this trick 🤓)

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Darkwing Donkey@DonkeyInvestor

@Iwamoto only when the last ETF is drunk again.

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