4Settimana·

Portfolio reduction

53Posizioni
35.801,02 €
12,73%
2
3 Commenti

immagine del profilo
I would even extend it to $IEFM $CSPX $GLGG $LOCK
If you use $VWRL, you can actually do without ETFs from the MSCI World or S&P500.
I would also leave out industry/sector ETFs if you have a long-term investment horizon. Just combine all your ETFs and focus on the AllWorld and you're good to go.
1
immagine del profilo
In my opinion, 53 positions is an extremely large number. Also in view of their position sizes. In addition, there would be too many overlaps and duplications for me. Many positions are also represented in the first 10 positions of the ETFs. In the long term, I would also focus on a $VWRL or an All World.
immagine del profilo
I would immediately put everything new into the target ETF and save myself the taxes and spreads for a reallocation.
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