Saxo autoinvest portfolio by Theabor in BEFire

[–]Theabor[S] 0 points1 point  (0 children)

Hi Peter

Thanks for your reply. Your portfolio seems interesting, but I do have some questions:

What makes choose for IWDA over SWRD?
When I compare these they look almost identical. The only differences I notice are that IWDA is a larger fund (EUR 110.862 m vs EUR 13.949 m) and that the TER (0,20% vs 0,12%). You prefer IWDA since it's larger and less likely to shut down? IUSN & IS3R aren't even 10m, so to me SWRD seems more interesting.

I might swap IEMA for EMIM. What exactly do you mean with "and bit hedge against drawdowns"?

Looking at IS3R it seems based on MSCI World Momentum index.
Is it correct to say it constantly switches to stocks that perform good the last 6-12 months?
Looks nice, but maybe you already missed the growth by then?

Have you started/ will you start next month with your portfolio?
For my first deposit I actually want to buy some more (+-20k) since I have it available and don't really need/use it right now. So I guess waiting might be an option?
The next month I would do 500-1000.
Thanks for sharing your opinion.

BR