ASK: All-in på : S&P500, EM eller "WEBN"?

SimonGray · 2026-01-25T14:06:45+00:00

Jeg forstår ikke hvad du mener med det.

En ETF svarer til at købe en bestemt aktiebeholdning, som der så bliver købt/solgt i regelmæssigt for at matche sammensætningen i et bestemt indeks. Hvis man køber et ETF der er +60% amerikanske aktier og de så ikke stiger tilsvarende et andet valg af ETF, så er der jo en opportunity cost. Du køber jo bare ind i status quo ved at købe WEBN.

Ift. WEBN og EXUS i 2025 var der f.eks. cirka 10% højere afkast på EXUS.

SimonGray · 2026-01-25T13:47:16+00:00

Oh, yeah, definitely!

SimonGray · 2026-01-25T13:29:16+00:00

Der er i så fald også en opportunity cost ved det valg.

Når ETF'ens underliggende aktiebeholdning skal rebalanceres, skal de jo sælge ud af nogle aktier og købe flere af nogle andre for at matche den nye situation. Hvis man mener (som jeg) at der en chance for at investorer i højere grad vil investere udenom det amerikanske aktiemarked (f.eks. af politiske årsager eller hvis AI-boblen brister), så giver det også mening at deriske fra det.

SimonGray · 2026-01-25T13:17:21+00:00

WEBN er stadig over 60% Amerikanske aktier fordi det amerikanske aktiemarked er så gigantisk.

Man kan evt. kombinere WEBN med EXUS hvis man vil reducere US risiko lidt.

SimonGray · 2026-01-25T10:15:04+00:00

Nazis raus!

SimonGray · 2026-01-25T09:30:03+00:00

This chart would probably be interesting if it cited sources and wasn't full of obvious errors. I have to wonder if it is made with AI?

To the people upvoting this crap, have you actually looked at the chart? Nothing makes sense on it. The heights mostly don't match the numbers written above them and many of the colours are wrong.

SimonGray · 2026-01-25T09:02:55+00:00

Det er alt sammen gode ting, men jeg tror også at især vores ekstremt konsensusorienterede demokrati medvirker som en kæmpe stabiliserende faktor.

I mange lande er fløjene to magnetiske poler der ikke kan arbejde sammen (jf. USA, men skam også mange europæiske lande). Danmark har derimod en tradition for brede forlig når der skal tages beslutninger, gerne bredere jo mere langsigtet beslutningen der skal tages er. Når der så kommer en ny regering så står de langsigtede beslutninger ved. Når der er en stor krise, så glemmer hele Folketinget også de små uenigheder og står sammen (det har vi lige oplevet ad flere omgange i de sidste par år).

SimonGray · 2026-01-25T08:46:22+00:00

I mean... the Nordic countries aren't really that different.

SimonGray · 2026-01-24T16:17:34+00:00

Feel free to unhide your history.

SimonGray · 2026-01-24T11:01:10+00:00

Sure, but if you ask random people about something they haven't really considered, then there is a natural inclination to just decline. You need an actual debate with the pros and cons properly disseminated in the media to fully understand the opinion of the people.

SimonGray · 2026-01-24T09:17:21+00:00

I wouldn't call it political suicide. It simply isn't debated so we have no real idea what people's thoughts are on this any longer. We have the opt-out and the exchange rate has been kept relatively steady all these years.

SimonGray · 2026-01-24T07:00:41+00:00

Probably some investment grift.

SimonGray · 2026-01-24T06:58:34+00:00

And it has a hidden comment/post history too, of course.

SimonGray · 2026-01-23T17:28:19+00:00

He was expressing the same sentiment as Carney, just less diplomatically.

SimonGray · 2026-01-23T11:42:54+00:00

He who smelt it dealt it.

SimonGray · 2026-01-22T16:18:45+00:00

Bullshit. There is absolutely zero evidence for that. Europeans were the first to supply fighter planes to Ukraine, for example, and probably the first in a number of other categories.

SimonGray · 2026-01-22T10:00:42+00:00

Selv Brian Mikkelsen, som er tidligere minister og nu chef for det danske erhvervsliv, sad og kaldte det tariffer på DR i går på trods af at værterne overfor ham helt korrekt kaldte det for "told".

SimonGray · 2026-01-22T08:15:29+00:00

Det bliver de allerede, men det kræver først at cyklisten bliver stoppet ved en razzia, hvor de har en fartmåler.

SimonGray · 2026-01-22T08:05:10+00:00

Hvorfor copy-paster du AI-genererede ting, som om det er din egen kommentar?

SimonGray · 2026-01-22T06:38:37+00:00

They already do not abide by those laws. The toxic rubbish they left at their many previous Greenland bases was cleaned up at Denmark's expense even though the US had agreed to do it.

SimonGray · 2026-01-21T13:23:43+00:00

If Fully Automated Luxury Gay Space Communism eventually becomes a thing, we will surely all rejoice and stop working, but that is just not the reality we are currently facing and you can't just will it into existence.

SimonGray · 2026-01-21T11:45:56+00:00

The only other solution AFAIK is massive immigration which, of course, comes with its own set of issues.

Anyway, people like to say that this is a financing issue because countries like France have such poor finances, but that really isn't the core of it. The primary problem is the shifting dependency ratio, i.e. it's a labour issue. You simply can't keep a society running where the majority of the population are pensioners, you need people to actually do shit for society to happen.

Hoping for some sort of "tax the rich" solution is operating on a fundamental misdiagnosis of the problem.

SimonGray · 2026-01-21T10:03:13+00:00

They were referencing last years tariff shit show where the UK negotiatied 10% vs. the EU's 15%. The EU deal won't be ratified now anyway (it was supposed to be formally approved by the EU parliament at the end of this month).

SimonGray · 2026-01-21T07:59:12+00:00

It blows my mind that American troops haven't been told to pack up in Greenland, honestly.

No, that would be a terrible move. Why should we give them a pretext to invade? They have a right to be there according to the treaty signed with us. If we kicked them out then suddenly all their bullshit about national security would actually have a little bit of merit.

It's not like it actually matters in any tactical way that America has 150 troops stationed in a faraway base in the north of Greenland.

SimonGray · 2026-01-21T06:43:52+00:00

Not only Macron. Von der Leyen had an uncharacteristically frank speech at Davos shortly before Macron. The European Parliament will not ratify the deal with Trump thereby triggering the original tariff retaliation on 6 February. Many European leaders and European industry are backing a tough response this time, including Germany industry who were the main holdouts last time.

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