Hello everyone,

I've taken another look at my portfolio. I currently have a mix of a solid All World (23%) foundation, a strong cash/gold reserve (28%) and some aggressive individual bets such as $IREN (+4,49%)
$HIMS (-3,07%) and $LMND (-7,88%) and $BTC (-4,79%) .

What I've been missing so far is the "strong midfield" - a component that is less risky than stock-picking but has more power than a standard European index.

My plan: I consistently shift profits from my individual stocks (as soon as they reach +100%) into the iShares MSCI Europe Momentum $IEFM (-0,37%) . Target weighting: 12 %.

Why exactly this ETF?

Instead of investing in the EuroStoxx 50 $CSSX5E (-0,39%) "old industrial dinosaurs", the momentum factor filters out the strongest players in Europe at the moment (e.g. $SIE (-1,75%)
$SAP (-3,03%)).

Regional diversification: My portfolio is very US and tech-heavy. With the momentum approach, I get the European elite on board, including Switzerland, the UK and Denmark (which are missing from the EuroStoxx!).

Automatic rebalancing: If trends shift (e.g. from pharma to defense or tech), the ETF adjusts every six months. I don't have to guess which sector will perform next.

The strategy: I use my "high-flyers" as a source. When stocks like $IREN (+4,49%) or $GOOGL (-0,8%) reach their targets, I withdraw the stake and park it in the momentum ETF. In this way, I reduce my individual stock risk, but remain offensive in terms of the potential return.

The only watchpoint: Since I $NOVO B (-16,11%) and $ASML (+0,49%) as individual stocks, I make sure that the total weighting of these stocks in the ETF does not become a lump (limit: max. 8% per stock).

What do you think of the move? Would it be better to invest broadly in the Stoxx 50 $CSSX5E (-0,39%) or 600 $EXSA (-0,64%) or does the momentum factor make more sense for a growth strategy? 📈

The UBS recently carried out an extensive screening of the European equity market. There are a few stocks that were rated very positively by the analysts.

These include the French energy supply group Engie $ENGI (+1,28%) the Italian logistics and postal company Poste Italiane $PST (+0,65%) the British online real estate broker Rightmove
$RMV (-2,77%) and the French technology service provider SPIE $SPIE (-0,63%).

In addition, the Irish specialist insurer Beazley $BEZ (+0%) the Spanish energy group Iberdrola
$IBE (-0,46%) and the Swedish telecommunications company Telia
$TELIA (+1,34%) are on the list.

The chances of a positive development are good - according to "Welt". Reason:

In Europe, politicians are investing massive amounts of money in infrastructure and defense while promising reforms to stimulate the economy. Added to this are interest rate cuts by the European Central Bank (ECB) and bulging savings accounts, which could flow into consumption and investment if the mood improves.

And overall, it is all about long-term growth: government investments are planned for years to come and the ECB is likely to cut interest rates even further.

The combination of government stimulus, cheap financing and private capital is providing a tailwind on the markets. There are some European ETFs that have been performing very well since the beginning of the year.

At the forefront is the Global X Euro Infrastructure Development $BRIP (-0,71%) with a return of 23.1 percent.

Also strong is the Xtrackers Dax $DBXD. (-0,97%)
The ETF achieves 20.3 percent and costs just 0.09 percent per year.

Also exciting is the WisdomTree Europe Defensive $EUDF (-2,46%). With 18.9 percent since its launch in March, it has made a solid start and costs just 0.40 percent.

The classic among the European ETFs, the iShares Core Euro STOXX 50 $CSSX5E (-0,39%)is somewhat more defensive at 11.8 percent, but scores with minimal fees. Europe is therefore back on the ETF radar.

Source (excerpt) & image: "Welt", 17.07.2025

Feedback on my ETF and portfolio weighting

Hi guys, I've been a silent reader of many posts and discussions so far and thought I'd join in, because what better way to get feedback than to take opinions from strangers on the internet to heart?

About me:

I am 24 years old and come from Switzerland. I currently work in auditing and study business administration part-time. I started investing in March of this year. I would like to tell you that I thought about and defined an investment strategy BEFORE I started investing.

At the beginning, I mainly focused on individual stocks such as $ADBE (-5,18%) , $SPOT (-4,41%) ,$ENR (+0,79%) and $IFX (+1,47%) (which have performed well so far). Now I've realized that an ETF strategy is more sustainable than holding a lot of individual stocks, as I can't possibly keep up with every single company on a regular basis (annual reports, trends, etc.).

I started investing in ETFs with findependent (a Swiss broker). This broker buys ETFs automatically, with the advantage that you don't have to choose the ETFs yourself. Unfortunately, I noticed that the broker invested in 10 different ETFs, which I think is too much for a portfolio size of less than 15k, as I also hold other positions such as individual stocks.

So I am now reallocating and have found the following interesting ETFs at my neobank which I plan to invest in as follows:

$CSSX5E (-0,39%) 150 per month

$XDPU (-1,12%) 150 per month

$VWRL (-0,81%) 200 per month

I mainly plan a growth strategy, but hold 1-2 shares for the dividends. I plan a long-term investment of the products and don't think much of short-term gambles.

I will sell some individual stocks and put them into ETFs, I am still considering how heavily the ETFs and individual stocks are weighted overall in the portfolio, as I also hold a little $BTC (-4,79%) and alternative investments (whisky and LEGO). Does anyone have any tips on how I can define a sensible weighting?

Many thanks in advance for (critical) feedback :)

Hello everyone,

I need your help...

I have a pension fund with various ETFs and funds in it. 2 funds with a share of 15% each are $n/a (+1,2%) and $n/a (-0,99%) .

But these cost 1.5% quasi ter fees.

Now I can switch them but only into certain ETFs.

Currently 60% world, 10%sp500 and the rest in these two funds.

I could choose the following ETFs.

$EIMI (-1,02%)

$CSSX5E (-0,39%)

$EXS1 (-1,03%)

Does it make sense to swap the funds, i.e. the 30% into 15% each of stoxx 50 and Core EM IMI?

Or would it be better to keep the funds?

Thank you

Investment period still approx. 30 years until retirement

Hello friends of the long-term investment. :)

I am about to make a decision and after a long back and forth I am still not sure how best to go about it, which is why I would like to put the following up for discussion:

I have the "Lyxor Core STOXX Europe 600 (DR) UCITS ETF Acc" $MEUD (-0,52%) in my portfolio and have been investing in it regularly for years.

I am up approx. 17% with this fund.

Now I have once again come across a Euro Stoxx 50 ETF in an article $CSSX5E (-0,39%) in an article and was quite surprised that it simply outperformed the Stoxx 600 by almost 20% over 5 years...

Maximum drawdown was similarly high for both, as was the vola.

I know that I opted for the Stoxx 600 at the time because it is simply much more diversified, which is obviously the case.

Now my consideration:

1) Switching the entire position to the Euro Stoxx 50, i.e. the complete exchange.

2) Keep the Eurostoxx 600, but stop saving in it and re-invest in the Euro Stoxx 50.

3) Leave everything as it is as a basic investment, based on the premise "back and forth, pockets empty".

I realize that you can't make a decision for me and you shouldn't. :)

I would just be interested in your assessments and perhaps you have been in a similar situation.

Additional information: Tax-free allowance would just about cover the taxes if the existing shares were sold.