3AnnoΒ·

Today I would be interested in your opinion about the following ETF:


"iShares S&P 500 Consumer Discretionary Sector" with the WKN: A142NV πŸ›’


This ETF provides access to the U.S. consumer discretionary sector πŸ‡ΊπŸ‡ΈπŸ“¦πŸ›πŸ›’


This ETF is fully replicated, accumulating and has an annual total expense ratio (TER) of 0.15% βœ…


This ETF was launched on November 20, 2015 and has a fund size of €323 million πŸ’°


The 5 largest positions (combined: 60.80%) are:

1️⃣ Amazon with 32.33% πŸ–₯πŸ“¦

2️⃣ Tesla with 12.41% πŸ”ŒπŸš—

3️⃣ Home Depot with 7.59% πŸͺ‘πŸ›‹

4️⃣ Nike with 4.60% ⚽️🎽

5️⃣ McDonalds with 3.87% πŸ”πŸŸ


Performance over 1 year: +19.98% πŸ“ˆ

Performance over 3 years: +63.19% πŸ“ˆ

Performance over 5 years: +129.05% πŸ“ˆ


I don't have this ETF in my custody account and won't get it either, since I have all of the TOP 5 positions except Home Depot as individual stocks in my custody account and thus already cover over 50% of this ETF πŸ˜Šβœ…

On the other hand, I am surprised that this ETF is only €323 million in size in just under 6 years πŸ€·πŸ½β€β™‚οΈ

Nevertheless, this ETF has developed very well over the last few years πŸ“ˆπŸ“ˆ


Would you get this ETF in your portfolio ? πŸ€·πŸ½β€β™‚οΈπŸ›’πŸ›

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4 Commenti

immagine del profilo
5 positions that make up 60% - more lumps hardly possibleπŸ₯²
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immagine del profilo
@tommycash The guys from Mauerstrasse call it a clumping opportunity!
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immagine del profilo
I think it's definitely a very interesting sector. Nevertheless, I think Consumer Staples is safer and more attractive in the long run. ✌🏻
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immagine del profilo
I also find it a bit too concentrated...if you want to go in that direction then maybe the Xtrackers MSCI World Consumer Discretionary...same approach but with a little "country diversification" 🌎
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