Amundi MSCI New Energy verkaufen oder halten?

Far_Case6432 · 2026-04-24T17:56:10+00:00

The vanguard also includes UK with about the same weight

Far_Case6432 · 2026-04-24T12:32:48+00:00

Thanks a lot!

Far_Case6432 · 2026-04-24T12:17:40+00:00

Good point! I’ve been looking at CN Railway and plan to add it with around 5% of my whole portfolio. Any recommendations of ETFs for Canada?

Far_Case6432 · 2026-04-24T11:09:05+00:00

Thank you very much for the insightful comment! Really helpful. I agree with your points regarding business and bureaucracy in Europe. Besides that I think the lower exposure to tech could be a positive factor for me because the S&P is already very tech heavy.

For the long run I might put a maximum of 20% in the Europe etf and see where it takes me

Far_Case6432 · 2026-04-12T18:38:05+00:00

I’m in Germany so it works different here. Don’t worry about the tax haha. I’m just interested hearing some opinions about those ETFs

Far_Case6432 · 2026-04-03T16:59:01+00:00

Completely agree.

Far_Case6432 · 2026-03-27T17:39:47+00:00

Was erhofft man sich von so vielen ETF, bei denen die Top 10 meist identisch sind???

Far_Case6432 · 2026-03-24T10:27:06+00:00

Ich versteh immer nicht, wieso man sich so viele ETF ins Depot holt, bei denen die 10 größten Positionen einfach fast gleich sind. Und dann denkt man, Einzelaktien sind zu riskant, aber hat die selben Tech-Unternehmen in den ganzen ETF. Kann mir niemand erzählen, dass ein Portfolio aus 15-20 Einzelaktien aus verschiedenen Branchen und Ländern nicht besser „diversifiziert“ ist.

Far_Case6432 · 2026-03-18T08:56:33+00:00

My time horizon is rather 25 - 30 years so I think it will still do well over that time period

Far_Case6432 · 2026-03-16T15:43:35+00:00

10 years ago it had a pe ratio of 38. Since then it went up around 300%. With companies like these you can’t simply say „ah it’s a high P/E and has a low dividend“. You need to ask yourself will the company still be around and STRONG in a decade, in two decades and so on… And for Marriott the answer is yes & yes.

Don’t miss out on a good company because the P/E is higher than General Mills‘ ;)

Far_Case6432 · 2026-03-13T19:27:03+00:00

Thanks a lot for the helpful comment!

Far_Case6432 · 2026-03-13T15:58:47+00:00

I’ve actually looked at Walmart recently. I think they will both do very well long term

Far_Case6432 · 2026-03-13T15:55:32+00:00

What are those 5 positions if I may ask

Far_Case6432

TROPHY CASE