Following the rebalancing of the S&P Quality Aristocrats last Friday, the following stocks were removed from or added to my two ETF indices (50% weighting):

New additions:

$QDEV (-1,09%): $NOVN (-1,35%) , $REL (-3,19%) , $ITX (-1,98%) , $LSEG (-1,32%) , $DB1 (-0,87%) and more

$QUS5 (-0,04%): $BKNG (-0,37%) , $MRK (+0,04%) , $CRM (+1,57%) , $UNP (+1,2%) , $COR (-0,92%) , $CAH (+1,28%) and more

Kicked out of both indices and therefore according to S&P no longer Quality Aristocrats are among others: $BATS (-1,11%) , $7974 (-0,4%) , $HD (+0,1%) , $LOW (-0,78%) , $HLT (-0,5%)

In addition, the allocation of all individual stocks in the indices was reduced again to max. 5 % was limited.

Thanks to the recent rally of $$HY9H (-1,13%) my current top 10 weighting (ETFs+shares) is as follows:

3.48% Alphabet

3.04% SK Hynix

3.04% Broadcom

2.93% Meta

2.75% Microsoft

2.71% Apple

2.71% NVIDIA

2.55% Taiwan Semiconductor

2.13% Mastercard

2.08% Visa

New portfolio key figures:

P/E: 27.1 (<30) 🟢

Forward P/E: 21.1 (<25) 🟢

P/Β: 11.5 (<5) 🔴

EV/FCF: 28.7 (<25) 🟡

ROE: 42% (>15%) 🟢

ROIC: 19% (>15%) 🟡

EPS growth for the next 5 years: 15% (>7%) 🟢

Sales growth for the next 5 years: 9% (>5%) 🟡

My internal rate of return is currently 20.19%

At the age of 25, I'm asking myself whether it makes sense to add to my $VWCE (+0,51%) the $CSNDX (+0,79%) or the $QUS5 (-0,04%) in order to emphasize the tech stocks a little more and achieve a slightly higher return. Does that make sense? If so, which of the two would you prefer?

The $QUS5 (-0,04%) ETF has increased its fund volume by USD 570 million in just a few days.

https://www.ssga.com/es/en_gb/intermediary/etfs/spdr-sp-500-quality-aristocrats-ucits-etf-acc-qus5-gy

Why buy the entire world ETF when you can just pick the 100 best quality companies that outperform the MSCI World and S&P500? The same applies to the top 100 stocks from the S&P 500 -> $QUS5 (-0,04%)

Very interesting article on the topic of quality shares by $SPGI (+0,17%) Exploring the Principles of Consistency and Efficiency in Free Cash Flow Metrics

https://www.spglobal.com/spdji/en/documents/education/education-the-sp-quality-fcf-aristocrats-indices.pdf

I myself invest in the two indices launched by SPDR via DCA.

$QDEV (-1,09%) and $QUS5 (-0,04%)

Stay tuned, just keep DCA'n and sit back and relax while the Orange Man beats the markets down. Nothing has changed for the companies themselves (Google, Apple, Nvidia), they are still cashing in, delivering strong products and selling like never before. Don't panic, just big Black Friday deals in April! 😎

After much deliberation and a lot of tax calculations, I have decided to sell my long-standing Nasdaq ETF $CSNDX (+0,79%) to sell. The P/E of ~40 was just too hot for me and the ever increasing weighting of bubble-like stocks like $PLTR (+0,05%) and $MSTR (-3,91%) (and a few others that don't excite me at all) really got on my nerves. In my X-Ray Holdings analysis, I saw how they kept creeping up - that was enough for me. What's more, my US and tech allocation has continued to grow in recent years. Not dramatically, but more than I would like.

So I completely liquidated the Nasdaq and reallocated the money: 75% into an S&P 500 Quality Aristocrats ETF $QUS5 (-0,04%) and 25 % into an S&P Global Quality Aristocrats ETF $QDEV (-1,09%) . I want to invest in companies that really make money and not just sell fantasies. The two ETFs are still fairly new and currently have little volume and AUM (I am aware of the risk). But they fit my strategy perfectly: only companies with at least 10 years of positive free cash flow (FCF), high FCF margin and strong ROIC. Exactly my thing! 🎯

Sure, the ETFs might take a while to get bigger, but I'm all about long-term quality and stable cash flows - no hype, no gambling! 🚀📈