Invesco S&P 500 ESG ETF (SPEP) Forum Analyses

7Mo·

Hello everyone,

I would be interested in your opinion on my portfolio and possible optimization options. In addition to individual short-term trades, the aim is primarily to build up long-term assets.

In addition to my positions in the portfolio, I have an OSKAR 90 ETF savings plan, which is made up as follows and should generate an average return (p.a.) of approx. 8.5%

$SPEP (-0,88 %) ==> 22%

$SAEU (-0,34 %) ==> 19%

$SAEM (-0,18 %) ==> 15%

$LGAG (-0,41 %) ==> 14%

$WSML (-0,65 %) ==> 13%

$SAJP (-0,02 %) ==> 5%

The focus in the portfolio on tech and a certain amount of crypto is intentional, but not set in stone.

I will sell the $CLSK (-0,09 %) I will sell the position soon, as it is also part of the $BLKC (-0,42 %) ETF.

I also want to get rid of $WEW (+1,56 %) , $LHA (+1,81 %) and $VOW3 (+1,32 %)

Thank you very much!

13Positions

42 818,50 €

5,18 %

2

2 Commentaires

Manuel@Variett

7Mo

Can't see any direct strategy in the individual positions. It is a mixture of crypto, German companies and some US growth.

You may not like my personal opinion on your ETFs, but ESG is unfortunately a scam. It's supposed to be a socially responsible or environmentally friendly investment, but if you look at the positions you'll find companies like ExxonMobil, Chevron, Rheinmetall and so on. Why? Because investors still primarily want to make money.

I would really take another look at where I want to go with the portfolio and how, and liquidate or further expand positions accordingly.

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Marcus H.

@Snopy

1Année·

What is your opinion on synthetic etfs? As a rule, physical or optimized are always preferred.

I have transferred my portfolio from a robo to SC a few months ago and since then the

$SPEP (-0,88 %) in the portfolio.

What would you do with this ETF? Just keep saving? Save for another physical/optimized S&P 500 and keep the position? Or sell the position and save for a physical/optimized one?

If I were to switch it would probably be to $CSPX, or do you guys have other recommendations?

Thanks in advance for your help.

2

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