Xtrackers MSCI World Information Tech ETF

ETF

ISIN: IE00BM67HT60

Ticker: XDWT

IE00BM67HT60

XDWT

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Discussão sobre XDWT

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MyInvestments

@MyInvestments

1Mês·

Portfolio Feedback | Long-Term Offensive Investor (28 y/o, €80k) 📈🚀

Hi everyone,

I’m 28 and planning to invest €80,000 with a long-term, offensive strategy. I’m aiming for broad global diversification, focused on both value and growth. I’m totally fine having 60–70% of my portfolio allocated to the U.S. and with exposure to emerging markets as well.

Here’s a rough outline of the allocation I have in mind:

30–40%
Nasdaq 100
$EQQQ (-0,2%)
$XNAS (-0,17%)
$CSNDX (-0,23%)

15–25%
S&P 500
$VUAG (-0,28%)
$CSPX (-0,29%)
$SPYL (-0,28%)

10%
World ex US
$WEXU (-0,59%)
$IE000R4ZNTN3 (-0,46%)
$EXUS (-0,21%)

10%
Small Cap US Value
$ZPRV (-0,52%)

5% Small Cap World $WSML (-0,49%)
$ZPRS (-0,59%)

5% Emerging Markets (EM)
$EIMI (-0,07%)
$XMME (-0,15%)

5%
EM Small Cap
$SPYX (+1,29%)

5–10%
India UCITS ETF
$FLXI (-0,92%)
$QDV5 (-1,05%)

Additionally (5-10%), I’m considering adding one or two of the following ETFs – would love your thoughts on which one(s) you’d choose and why (or not):

$SMH (-0,64%) | VanEck Semiconductor UCITS ETF
$RBOT (-0,47%) | iShares Automation & Robotics UCITS ETF
$AIQG (+0,01%) | Global X Artificial Intelligence UCITS ETF USD Accumulating
$XDWT (+0,23%) | Xtrackers MSCI World Information Technology UCITS ETF

Finally, I’m thinking of picking around 10 individual stocks as a satellite component. Any suggestions? 🚀

Curious to hear your feedback:

• What do you think of this ETF setup overall?

• Would you add or remove anything?

• Would you tweak the allocation? If yes, how and why?

I prefer accumulating ETFs only, and I plan to add €1,000–1,500 every month going forward.

Your thoughts are much appreciated! 🙏🏼😀

5 Comentários

DieEnte7@DieEnte7

1Mês

It‘s not at all a bad plan, but I would simplify your ETF strategy instead of buying up to ten different ETFs. If you want offensive growth, I‘d say go for Nasdaq 100 (40%; I personally would take S&P500 but I am a more defensive guy; for offensive growth I consider NASDAQ to be better), World ex US (30%) and maybe EM (10%). Regarding the sector ETFs you mentioned, I don‘t feel you really need them as they are mostly included in the NASDAQ. Take one if you feel like one sector is still underrepresented, but you don‘t really need it just to cover the trend. Then you have 20% to spare, where I wouldn‘t select 10 stocks but only around 5. Because 10 positions at 2% Portfolio value are basically another ETF.

•

TB98

@TB98

7Mês·

Hello everyone,

I want to set up a small share portfolio for my mother-in-law for her pension.

The investment horizon is around 15 years.

She plans to pay in €250 per month.

As soon as the subsidized equity pension option is available (2026), this will also be used.

Now I'm wavering between several options "70-30" method from $IWDA (-0,3%) and $XMME (-0,15%) or a $ACWI .

I could also imagine adding a $XDWT (+0,23%) to add.

Do you have any suggestions or impressions?

Thank you for your ideas!

#aktienrente
#etfs
#rente

17 Comentários

Kolibri@Renditedichter

7Mês

Everything goes into the ACWI and that's that.

•

Miguel R.

@M1ch3

10Mês·

Hello,

With around 50 years, and 2.100.00€ available to invest what are the suggestions to split the money.

My idea is:

$XDWT (+0,23%) 25% (Or maybe $XNAS (-0,17%) )

$CSPX (-0,29%) 25%

$XDEQ (-0,25%) 25%

Some Bond ETF 10% (Advice needed)

Individual stocks 10% (For fun)

Cash 5%

All my income should be from those investments, so from time to time I have to sell some positions to guarantee some income.

If the portfolio increase only 3,5% per year it should be totally fine.

With further suggestion and discussion I can have more ways to optimize this investment

Thank you

14 Comentários

mvarcox@mvarcox

10Mês

If you look at the largest holdings of those ETFs you'll see they are very similar! I would go for an All World ETF instead of the information tech ETF. That way you can get exposure to other markets and companies.

•

TwoEyed

@TwoEyed

1Ano·

Aloha together,

I would like to ask for some swarm intelligence

I would currently like to optimize the ETFs in my portfolio. The aim is to build up assets in the long term.

I would like to have my portfolio roasted, but GetQuinn does not yet allow Flatex AT integration :(

I am currently saving:

$ACWI (260€)

$XMME (-0,15%) (140€)

$XDWT (+0,23%) (300€)

$ISPA (-0,55%) (300€)

The first two are my kind of 70/30 World/ EM, with a slight cluster risk in emerging markets

$XDWT (+0,23%) I primarily use tech stocks to build wealth because it's the sector I know best. Here, too, cluster risk with $ACWI

$ISPA (-0,55%) because the dividends are tasty.

What is your opinion on this?

22 Comentários

Epi@Epi

1Ano

You want to build up long-term assets, but only have one of four ETFs "primarily for asset accumulation"? Then why the others?

•

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TB98

@TB98

1Ano·

Hello everyone,

Briefly about me: I am 26, an employee and also work in letting and leasing/special rental.

The two properties (market value +\- 10%) are now offset by loans of more €329,000 (nothing inherited 😉).

At 99%, this debt will soon increase by a further €150,000 and the real estate portfolio will grow a little again.

However, the cash will fall to +/- 0€, as the NK will be borne by the tenant.

I would like some suggestions and opinions on my portfolio.

Mainly on the subject of equities, as I'm still more of a newbie with about 3 1/2 years of "experience".

I still want to sell all the "meta bets" and park them in cash for the time being or invest them in the $LOCK (+0,2%) and the $XDWT (+0,23%) ETF ($ANET, $KLAC (+0,16%) , $CDNS (-0,11%) , $SNPS (+1,19%) , $QCOM (-0,03%) and $SYNA (-0,72%)).

Thank you!

27 Comentários

1Ano

In your position, I would take out the real estate and focus solely on your securities when presenting the data, and enter the real estate in a different way. Portfolio looks good, although there would be too many positions for me and I can't identify the intended strategy.

•

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buumms

@buumms

1Ano·

Hello dear community,

I would like to take the opportunity to have my portfolio evaluated and to catch one or two tips.

I have been actively investing since 2018.

I used my first investments for our wedding. I made a good profit back then and have been investing again since 01/2022 - starting at €0.

(Comments on the sense of liquidating a portfolio for the wedding can be made, but remain uncommented on my part - every € was worth it "back then" 😉).

My focus is very technology-heavy, as this is where my personal interest lies, I "know" the companies and I simply see great potential there in the near future.

This is also why I have bought more individual shares and set up a savings plan for them (only recently).

How do I save each month?

800€ call money (until there is € 10T, then reduced to € 200)
300€ vacation fund
100€ Bison (50€ ETH / 50€ BTC)
600€ savings plan shares / ETF (100€ $NVDA (-0,43%) 50€ $MSFT (-0,24%) 50€ $AMZN (-1,78%) 180€ $XDWT (+0,23%) 120€ $IWDA (-0,3%) 100€ $VUSA (-0,28%) )

How would I like to save in the future?

Reduce savings in call money and put the difference into ETFs
Reduce vacation fund if =3000€ (in 3 months)
Possibly start saving in an India ETF. In contrast to China, I see great potential here
Consider investing in other stocks such as chemicals (hydrogen) / mining (uranium)

I would be very happy to receive constructive feedback!

5 Comentários

1Ano

SELF research to the best of your knowledge and belief, thinking, thinking, thinking, trying, failing, eventually not failing, practicing, learning, developing. The emphasis is on SELF. That's the tip I can give you.

•

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buumms

@buumms

1Ano·

Hello everyone,

I have two very similar ETFs. On the one hand the $XDWT (+0,23%) and on the other hand the $VUSA (-0,28%)

Both have a lot of similarities in terms of the composition of the largest 10 positions.

And therein lies the problem, there is not much diversification. Well, the $XDWT (+0,23%) is globally diversified and has a slightly higher TER, but the focus here is also on the USA as far as tech stocks are concerned - the advantage lies in the greater diversification and the better performance in recent years.

I am considering selling my shares from the $VUSA (-0,28%) and to switch completely to the $XDWT (+0,23%) completely.

But I'm not sure about the decision yet - have I overlooked something? Is it "possible" to hold both? If so, what are the pros and cons of keeping both?

3 Comentários

Timo@TimoBrod

1Ano

Would rather keep the S&P 500 and then add a FTSE All Word or ASCWI or even the ASWCI IMI

•

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Michael

@MichiHH

1Ano·

Hello dear GQ community,

I am thinking about selling my Big Tech shares $MSFT (-0,24%) , $AAPL (+1,18%) , $GOOGL (-1,37%) and $AMZN (-1,78%) and shifting them into the $XDWT (+0,23%) reallocate. I now have a 27% stake in IT and am also generally convinced that IT and software drives the global economy. I'm a little unsure because these are all "forever" stocks.

What do you guys think?

LG, Michael

10 Comentários

CashDividendGamer@CashDividendGamer

1Ano

I would rather keep the 4 stocks and possibly start a savings plan for the ETF if you are convinced of that.

•

Florin

@runx

1Ano·

50% in $XDWT (+0,23%) + 50% in $VWCE (-0,33%) (optional some $BTC (-0,26%) )

Does anyone know something better than this?

#etfs
#crypto
#bitcoin

5 Comentários

PauleD@PauleD

1Ano

100% $XRP

•

Florin

@runx

2Ano·

I've analyzed the $VWRL (-0,27%) and $XDWT (+0,23%) in a 50/50 portfolio vs $CSPX (-0,29%) or $VUSA (-0,28%) . From the return per unit of risk point of view, it looks like a 50/50 $VWRL (-0,27%) and $XDWT (+0,23%) perform better, a return with 15% better than $CSPX (-0,29%) or $VUSA (-0,28%) in a 5-year timeframe with even lower risk.

5y return approx data:

$CSPX (-0,29%) or $VUSA (-0,28%)
-> 60%
$VWRL (-0,27%) and $XDWT (+0,23%) -> 40% and 126% -> 83%

Volatility/Risk 5 years:

$CSPX (-0,29%) or $VUSA (-0,28%)
-> 22.11%
$VWRL (-0,27%) and $XDWT (+0,23%) -> 17.23% and 26.46% -> 21.84%

Results (return/standard deviation):

$CSPX (-0,29%) or $VUSA (-0,28%) -> 2.71
$VWRL (-0,27%) and $XDWT (+0,23%) -> 3.80

Conclusion: Better return with lower risk for 50/50 portfolio of $VWRL (-0,27%) and $XDWT (+0,23%)

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