MSCI

1kpointsoflight

Making less than the benchmark the asset manager set for the portfolio which was the MSCI world FFS.

fantomette74

🐂 BASE PLAN — When the bull market continues 1️⃣ Core strategy 70–90% ETFs (depending on risk) Broad ETF (ex: MSCI World / All-World) Low TER (≤ 0.30% if possible). Ben mark regularly your banks (i use excel and macros) and eventually transfer your portfolio. DCA 2️⃣ Small protection while market is high Even in a bull market, prepare quietly: Keep 10–20% cash (I have more as I smell a crash and wait for real estate bingo). Keep enough to feel safe against live accident (health car ..). Don’t go 100% invested No leverage No “all-in” on hype assets This cash is not fear money, it’s opportunity money. ⚠️ CRASH PLAN — (-10%, -20%, panic) 🧠 Rule #1 (MOST IMPORTANT) ❌ Do NOT sell in panic Unless: you need the money soon (see above should not happen if you have enough in cash for the rest of bad events) or your original plan was wrong Markets fall fast → recover slower → then explode up again. 3️⃣ Step-by-step crash response Think in levels, not emotions: 🔻 Drop −10% (normal correction) Do nothing Continue DCA Stay calm (this happens often) 🔻 Drop −20% (bear market) Start using cash slowly Example: invest 25% of your cash Stick to broad ETFs only 🔻 Drop −30% or more (panic zone) Deploy remaining cash in parts Never all at once Focus on: World / S&P 500 Not speculative stuff 4️⃣ Emergency rules (write these down) ✔ Invest more when fear is high ❌ Never try to “catch the exact bottom” ✔ Time in the market > timing the market ❌ Don’t check prices every hour 🧯 PERSONAL SAFETY NET (very important) Before everything: Emergency fund (cash, untouchable) No investing money you need in <3–5 years Sleep well → good decisions come from calm minds. If you feel panicing , take your running shoes and run in Mountain. Or anything that would unfocus your brain from the panic (I am french so plenty of ideas ...) 🧾 SIMPLE SUMMARY Bull market: DCA ETFs Low fees Chill Crash: Don’t sell Buy in steps Use cash slowly Trust the plan (PRIVATE Banker/IT ingineer here)

sl3azebag

I’ll keep it short and simple with two things and have some curiosity, given that I have never traded or held anything crypto related LONG term. 1.) The MSCI Index has given that around January 15th they might remove MSTR? Now I don’t really know what that entails, but I’m assuming if it follows through, the stock/business model plummets. This is most likely already priced in, but if it were NOT to happen, couldn’t we see some pretty heavy upward movement? 2.) Banking off that - Ive been told (not entirely sure or sold on it) that crypto is cyclical and enters bear markets through phases. If the MSCI index were to not remove them, providing for investor confidence, would it be such a terrible thought to buy MSTR near its 52-week low before given that BTC climbs. Now here are a couple things that I’m unaware about of the stock. 1.) The significance of MNav 2.) Stock Dilution and Saylor’s Approach 3.) Correlation to BTC / how BTC will move in the upcoming year ‘26 I have played shorts and calls for profits, but mainly as scalp plays based off of volatility and charts - not fundamentals. I’m not making any claim here or approach, but I want to gather some retail/regard sentiment to see if I chuckle in maybe 10-25k for a contrarian play. Please educate me, you regards!

zxc123zxc123

Is there a 2x VT and is that the MSCI world 2x?

PipSpirit

MSCI World? + EM Markets?

vermilli21

MSCI inlcusion decision…google it

AlohaTrader

The TSP C fund tracks the S&P 500 index and the Fidelity equivalent is the Fidelity 500 Index fund ($FXAIX). The TSP S fund tracks the Dow Jones U.S. Completion Total Stock Market Index and the Fidelity equivalent is the Fidelity Extended Market Index fund ($FSMAX). The TSP I fund tracks the MSCI EAFE index and the Fidelity equivalent is the Fidelity ZERO International Index Fund ($FZILX) or the Fidelity Total International Index Fund ($FTIHX). The TSP F fund tracks the Bloomberg U.S. Aggregate Bond Index and the Fidelity equivalent is the Fidelity U.S. Bond Index Fund ($FXNAX).

YouCantHandleTruth4

I’m holding MSTZ and waiting for January 15th news that MSTR will be delisted from MSCI, triggering a tsunami of outflow and doubling my money. MSTR should be removed from MSCI index in Feb 2026 if they finalize the decision on January 15th. MSTR is trying to raise CASH/FIAT now, not Bitcoin, to stay afloat with their dividend preferred side Ponzis. Easiest short in the world. 

AluminiumCaffeine

My Portfolio with massive turnover and active trading: +30.56% MSCI ACWI ex USA (Net MA Tax): +30.6 Kind of embarrassing tbh, europe put up some good numbers this year. I only held due to AI infra exposure this year

long_short_alpha

It was a good year for me, mostly because of ASTS, RDDT, AMD and DRO. I am up 32%, but in EURO. Thats around 45% in USD, since USD lost about 12-13% against the EUR. Happy to outperform S&P, MSCI Workd and Eurostoxx, Hopefully 2026 will be kind to me too.

Midnightsun24c

I would be mostly a global index but keeping track of companies that you understand well and there may be a time where you see a fair price for the fundamentals. I've recently grabbed some MSCI at 540

Timely_Beat4637

As of today. I have about 15% in MSCI World, 50% of my portfolio is in 10%, and 30% is in AEIS. Unfortunately, I've been in and out of that fund repeatedly, and now I only have 20%, but it should deliver a reliable return for the coming years. And 20% is in Mercury Systems (weapons technology). But that's currently at about 0%.

barelyreadsenglish

PARIS, Dec 19 (Reuters) - Michael Saylor’s Strategy could soon be dropped from MSCI and potentially other major stock indexes, which analysts say could cost the bitcoin-hoarding giant up to $9 billion in demand for its shares and hurt the wider appeal of the sector.

drcrowntime

5 beginner friendly ETFs: Vanguard Total Stock Market ETF Vanguard S&P 500 ETF iShares Core MSCI Total International Stock ETF Schwab U.S. Dividend Equity ETF Vanguard Total Bond Market ETF

Kredit-Carma

If I was fully uninvested and needed to allocate this. Is probably go $20k SCHG $15k SCHD $15k GOOGL $15k AMZN $10k UBER $10k MA $10k MSCI $5k MELI There may be a spot for something like ADBE here, but I think if the market turns away from AI, companies like MA & MSCI will rise along with beaten software names.

Quotama4

Not all in, but most ETFs are overweight in tech. Even the MSCI europe one dumps since ASML is one of the biggest things. Ok that ended at 0% change for the day, but in the morning it was actually positive. The US is shitting its pants dragging the rest of the world down. Technology is the future, I am young enough to hold. I'd rather hold tech than invest in some oil stocks just because Venezuela is going to get blockaded.

Ashdrey1337

Thats flabbergasting. Imagine just putting 500k into something stable, MSCI World or the likes and you could literally just live off the gains xD

Far_Base_1147

If you aren’t ready to stock-pick, i’d advise you to put everything in a money market fund (basically a bank account that pays interest), and buy some MSCI World ETF every month for the next two to three years. My advice is do NOT lump sump, and definitely put everything into stocks as you’ve already got a good chunk of your net worth in gold and real estate.

Some-Platform1968

Look for indices that cover broad international…MSCI EAFE for developed intl, MSCI ACW ex US Index for developed and emerging. US is currently about 60-65 percent of global stocks. Keep that in mind as you start allocating to intl equity

T1nkat0n

Look up MSCI indices (e.g. GREK is Greece, EWY is South Korea) Google search away for the most part

tired_ani

Added to MELI, TDG, MSCI and AWK.

Hephaestus4

January 15, 2026 after MSCI decision.

Jimny977

Apollo who specialise in private markets? Yeah I wouldn’t trust that too much, they have every incentive to make sure their public market assumptions are low. I would far rather go with the assumptions provided by Blackrock and all the other big players, which are all in a similar ballpark. Blackrock in USD have the MSCI World at 5.8%/yr over ten, 6.8%/yr over twenty, for the MSCI USA it’s 5.2%/yr and 6.5%/yr, for the MSCI World ex US it’s 7.1%/yr and 7.1%/yr and for the MSCI Europe it’s 6.8%/yr and 7.1%/yr. In Apollo’s world it’s 10.5%/yr and 9.9%/yr for Private Credit and 12.9%/yr and 12.2%/yr for Private Equity (Buyout). [Link](https://www.blackrock.com/ca/institutional/en/insights/charts/capital-market-assumptions)

gopoohgo

MSCI Euro FN may give you enough of a spread to be ok. But your post made me look at a few biggies (BNP, SAN, DB); the value difference has evaporated

Dear_Professional194

Lol, Blackrock owns around 7% of MSCI and around 5% of Strategy..  we all know how this will go down... 🤣😂

BanjoPanda

Rather than sell everything, wouldn't it be better to shift the investment toward a market that isn't exposed heavily to the AI potential bubble ? Sitting on cash is always losing. MSCI Europe for exemple I don't think there's much related to AI inside of it so it's looking juicy. Now of course when the bubble crashes, it's gonna ripple but it won't be nearly as bad if you're not holding Tech

tachyonvelocity

Don't really want to wait a year plus for WBD deal to close at $30, so sold a bunch, bought META, AMZN, FDS, IT, MORN, AVTR, MSCI. Will sell all in Jan if WBD stays at \~$28, too much tax gain for WBD, I'm up like 170%

tired_ani

Netflix interesting. easy small add to BRK.B, MSCI here.

callsonreddit

Cantor cuts MicroStrategy 12-month target by 60% ($560 to $229) due to Bitcoin volatility and potential MSCI index removal https://finance.yahoo.com/news/analyst-cuts-60-price-target-153851982.html

Tossmefamfr

As a MSTR holder down big, only buy if you love seeing red for the indefinite future. Don’t think we’ve had a week of green on the screen since November 2024 and lots of negative sentiment headed our way (MSCI exclusion, S&P exclusion, weekly fiascos with ATMs and paying back preferreds, cash fund to assuage investors etc) If you’ve got balls of steel and can HODL long term for 2+ years with it worrying about seeing 15-80% negative dips go for it. If I can ever break even again (above $400) I’m immediately cycling half back into IBIT or something else…love the idea but the execution has gone horribly wrong

laptopwow

Arent MSCI looking to remove them from their indexes?

AluminiumCaffeine

Feels good to crush IVV ofc, but it is a little grinding to have put so many hours of work and research into trading only to squeak by the MSCI ex-us this year, although to be fair I crushed them last 4 years so this is their rebound year lol... +30% ytd on ex-us who would have though

baseballer213

You’re effectively investing monthly, just rotating tickers. Since MSCI World is ~70% U.S., you’re mostly buying the same major stocks three different ways. Sticking to one fund monthly avoids the complexity.

taplar

MSCI World would be expected to encompass the other two.  Talking about optimizing DCA is odd because DCA is not a focus on increasing returns, but spreading risk. 

Mirko_91

You're investing mainly in the same sector of the same region trough 3 different etfs. top 10 holds of your etf picks have almost the same exposure. By doing this, most of your money is in US Tech. If us tech starts stalling or goin down, your whole porfolio stalls or goes down. consider further diversification with your MSCI world. S%P 500 is already included in it, and so is NASDAQ.

Porceveer

With this you are heavily overweighting US stocks. Personally not a big fan of it and something to consider. Why not stick to monthly MSCI World? It already is 70% US.

Timely_Beat4637

AEIS +40% in the last 4 months. Saved my year. And the MSCI world reliably +6% like every year. Drone shield, hensoldt and Nvidia were bad. I sold it in frustration. Drone shield -10, hensoldt -6, and Nvidia -12. Selling Nvidia didn't necessarily make sense in the medium term, but I swapped it for AEIS. There's more to come in the next few years.

FRNAP13

The Skandia fund is broader than MSCI World. It’s a 1,500+ stocks fund. It’s diversified but doesn’t return much. You can’t compare it with NASDAQ mainly tech or RUSSELL 1000 Growth mainly growth. If you want word exposure and growth, go for VT, if you want pure growth, go for Russell 1000 growth. If you don’t know, speak to an advisor, you are losing money right now.

LoneWolf_McQuade

MSCI World ex Select Securities Index is what it is supposed to follow

the_marvster

Isn’t it true for literally everything on S&P 500 and most of MSCI World?

Prudent-Corgi3793

Yes, it significantly lagged the MSCI Developed ex-US and the Emerging Markets IMI Indices, both up about +30%. That is significantly lagging.

Zeppu

Simply monitor excessive exposure to the US. Keep in mind that the US represents 70% of the MSCI WORLD index. I would aim for 45% US, 35% Europe, and 20% Emerging Markets. With this framework, I would seek to give it my own personality to deviate from the mainstream approach. I also wouldn't commit to the allocation being fixed. I would adjust the percentages depending on economic cycles, etc.

Sad-Depth5258

What a week! The stock market saw some action, and I'm particularly interested in Abaxx Technologies (ABXXF) after a busy week of news. Here's a quick recap of what caught my attention and why I'm adding it to my watchlist for next week. * **CFTC registration**: This is a big one. The U.S. CFTC gave Abaxx Exchange the green light for U.S. futures firms to trade on its non-U.S. markets. This move opens up Abaxx's energy and battery materials futures to a massive new group of investors and traders. Any thoughts on how this could impact liquidity going forward? * **MSCI Small Cap Index inclusion**: Being added to the MSCI Canada Small Cap Index on Monday is a solid vote of confidence and could put the stock on the radar of more institutional funds. I'm keeping an eye on whether this brings increased trading volume next week. * **ARTEX AG partnership**: The announcement of a partnership with ARTEX AG a week ago to modernize digital asset infrastructure also positions Abaxx for further growth. It will be interesting to see how this collaboration develops.  All these catalysts combined made for a strong performance this week. What are your thoughts on ABXXF's long-term potential?

6541191

You might want to look at EURO STOXX indices ETFs which track companies from Eurozone countries specifically. SPDR EURO STOXX 50 ETF (FEZ) or iShares Core MSCI Eurozone ETF (HEZU) both focus on EU countries and exclude the UK. The Vanguard FTSE Europe ETF (VGK) is popular but does include UK stocks (about 20%), so it's not purely EU. The iShares MSCI Eurozone ETF (EZU) is probably the closest to what you're seeking - it's focused specifically on EU member states that use the Euro.

AlarmedPelican

If MSCI actually removes MSTR from the index is that gg for the stock? Assuming btc is flat or negative for a while?

Quotama4

I hold all the big tech in QQQ. I don't need American banks, insurance consumer staples energy and production stocks if these dont outperform their EU counterparts by a lot. Tech is the only thing that outperforms in the US for the last so many years. Which means it now dominates the S&P500, I totally get that. S&P500 is however now far from the diversified mix it is made out to be. So QQQ that is what I am exposing myself to. And to diversify the mixI take the all those Banks, insurers, energy and production from the EU market. Since those boring stocks are not doing any better in the US. I can tune the amount I invest in tech and the amount I invest in more boring stuff. This way I take less currency risk than just holding S&P500. And most of the boring EU stocks are performing much better than Americans think. MSCI europe etf is +16% YTD. In EURO, not dollars, while the dollar moved 13% in the wrong direction for us EU folks.

en6ine325

looking for some advice on the portfolio im building to buy a house with in 4-5 years time, not looking to get rich, just to make as much money without risking much, looking to dump 500+ a week in with these percentages: 40% VOO (Vanguard S&P500) 20% BOXX (Alpha Architect 1-3 Month Box) 20% QUAL (iShares MSCI USA Quality Factor) 20% SPVL (Invesco S&P500 Low Volatility) TIA

duncanbannatyne

Hello, I hope this is the right place for this, sorry if not. On the 18th December 2024 I invested £8097 (956 units) in the iShares MSCI USA ESG Enhanced ETF. I did not add or withdraw any money in the period (apart from reinvesting about £40 of dividends). My Prosper app is reporting an increase of +3.73% from 18th December 2024 to date (24/11/2025). However, the iShare website (https://www.ishares.com/uk/individual/en/products/307528/ishares-msci-usa-esg-enhanced-ctb-ucits-etf) is reporting an increase of 11.14% over exactly the same period. The pound strengthened against the dollar in the period which accounts for about 3.9% but still leaves about 3.5% unaccounted for. Spread surely wouldn’t take that much? I am sure there is a reasonable explanation for this discrepancy, but what is it? Have tried asking my brother (works in finance), ChatGPT and the broker, to no avail. Broker just states the modified dietz method (not sure what this is).

Kontrafantastisk

DCA into MSCI World is literally the most sane way to invest. Boring, yes, but sane.

Timely_Beat4637

Traders are crashing while the MSCI world is hardly falling. Or what do we want to get at?

davecrist

I've set up plenty of hacks to pull content but that's the problem... they are hacks. I just want a clean API endpoint that permits a few calls per hour for complete responses that doesn't cost thousands a year. That sweet spot doesn't exist so I pull some content from Alpha Vantage, some from Yahoo, some for various MSCI and stock content web sights that are scraped, some from fund PDFs that are sent to Gemini for parsing, etc. Alpha Vantage would work but they parcel out the content so that you can't just get everything on a low-volume account, which is BS. I would probably pay $20/month for 100 calls a day but the next tier after 25 free calls per day is $50/month for 75 calls a minute.

StevenBikes4Life

Sold all my MSTR yesterday at a loss -- the MSCI deletion overhang is too heavy. Bought IBIT to get the less leveraged but more pure bitcoin action .... Based on the results this morning that was a good swap! https://preview.redd.it/av4n0bs62n3g1.jpeg?width=1402&format=pjpg&auto=webp&s=044c15cdccc622f42ca540a48734e0c4e5dd41c3

StevenBikes4Life

After researching the MSCI stories yesterday, I sold all my MSTR at a loss and switched over to IBIT.

ThinkingOfTheOldDays

MSCI is considering dumping treasury companies from its indexes [https://finance.yahoo.com/news/why-strategy-mstr-down-8-210727757.html](https://finance.yahoo.com/news/why-strategy-mstr-down-8-210727757.html)

Timely_Beat4637

The market is constantly rising see MSCI world... Before the leverage products and also after. Leverage is noise, WSB monkeys are noise.

luv2block

The short of it is MSCI proposed banning from their index funds any company that holds more than 50% bitcoin. Combined with some shit JPMC is doing, the industry is calling this "operation chokepoint 2.0". The bitcoiners were so dump to think letting blackrock and etfs into their world was going to end well. The big banks now have the capacity to massively impact bitcoin by attacking proxies like Strategy or futures. oh well, live and learn I guess.

re-thc

TSM is down because MSCI index adjustment reduced its weighting. Everyone and their false news. This led to lots of funds adjusting to match it and hence lots of outflows.

theSherlockView

Well this was a major derisking event and a pullback just happened. MSCI inclusion yesterday traded 700k for the indexes, so there should be some less selling pressure as there was now that there was a sizeable off ramp. But who knows, could drop.

altonbrushgatherer

As with other posts, they probably already dilated the shares during the MSCI inclusion…. You didn’t even notice it because the stock price went up 10% that day.

Coley44

20B in deals over the next four years and inclusion into the MSCI index this week; no shit lol? It isn’t even in CRWV’s tough spot of missing deliverables(data centers) and their massive amount of debt. It’ll be at a new ATH on a blinding face rip the same way it cratered down lol

TomatoSpecialist6879

Lots of stocks would be considered way before MSTR will, they already fail several criteria with the retarded monthly swing and non-profitability. It's literally about to get delisted from MSCI soon and you think SPY would consider them? Lmao

Solid_Writer1072

If you get dropped out of the MSCI index you will get anally pwned

MoneyShot_Agency7172

Anybody here think NBIS will get a big pump after hours today since MSCI index will be doing its NBIS share purchase at close? Thanks

Much_Candle_942

NBIS was no surprise.. after index inclusion in MSCI

Cuenaicr7

Will NBIS get to 100 after its inclusion in the MSCI tonight? Does that make a differencs(

Unusual_Statement_64

This is why I’m a big fan of the MSCI World index. I use that as my bread and butter ETF.

OrcOgi

Brother 16 jan they will be excluded from MSCI. Shorts will PRINT

Ok_Cry7572

Strategy Inc. just disclosed something extraordinary. They own 649,870. That is 3.26 percent of every coin that will ever exist. Total cost: $48.37 billion. They also disclosed the numbers that prove this cannot survive the next 90 days. Here is the accounting reality they published but nobody is reading correctly. Strategy has $54 million in cash. They owe $700 million per year in preferred stock dividends. Their software business generates negative cash flow. To pay dividends, they must raise $700 million in new capital every single year before buying a single additional Bitcoin. They raised $19.5 billion in the first nine months of 2025. That money did not go to new Bitcoin purchases. It went to service the debt from previous capital raises. This is Ponzi finance by definition: borrowing to pay the interest on prior borrowing. The machine only worked because their stock traded above the value of underlying Bitcoin. When shares traded at 2x net asset value, issuing equity increased Bitcoin per share for existing holders. That premium collapsed to 1.0x in November 2025. Issuing equity now dilutes shareholders. The recursive accumulation loop stopped functioning. The preferred stock makes it worse. STRC started at 9.0 percent dividend rate in July. Management raised it to 10.5 percent by November. Every time the stock falls below $100, they increase the dividend to attract buyers. There is no ceiling. If confidence breaks, the dividend spirals until they cannot pay without selling Bitcoin. Selling Bitcoin destroys the thesis that justified the accumulation. January 15, 2026 is the date that decides everything. MSCI announces whether companies with over 50 percent of assets in digital currencies get excluded from indices. Strategy is 77 percent Bitcoin. Exclusion is not discretionary. It is mechanical. JPMorgan estimates $2.8 billion in forced selling from index funds. Total outflows could reach $8.8 billion. Fifteen to twenty percent of market cap liquidated by algorithms that do not care about fundamentals. The October 10 crash was the preview. When coin fell 17 percent, order books collapsed 90 percent and $19 billion in positions liquidated in 14 hours. Strategy holds 3.26 percent of total supply. If they are forced to sell 100,000 coin to meet obligations, there is no liquidity to absorb it without breaking the market. Strategy claims 71 years of dividend coverage. The math assumes they can sell $1 billion of coin annually without moving the price. October 10 proved that assumption is false. The market cannot absorb sovereign-scale selling during stress. This is not about whether coin succeeds. coin will outlive Strategy Inc. This is about whether corporations can hold sovereign monetary reserves using quarterly refinancing and monthly dividend obligations. Sovereigns operate on infinite time horizons. Corporations operate on 90-day cycles. By March 2026, the market delivers its verdict. Either Strategy restructures, shrinks, and survives diminished, or the entire corporate coin treasury model ends as a failed experiment. The timeline is exact. The mechanics are observable. The resolution is unavoidable. What happens in the next 90 days will define corporate finance and monetary competition for the next 50 years. The numbers are already published. The outcome is already determined. Only the recognition remains.​​​​​​​​​​​​​​​​

Impressive_Reality11

I'm not sure the 4 year cycle exists anymore with the amount of supply held by institutions/governments. My only concern is what happened 10/10 which imo is from the uncertainty regarding MSCI inclusion which should be figured out Jan 15th. Sounds like they are going to want to pump the market till mid terms next year now with recent statements. Also concerned about the Yen/rate decision in December but may be delayed. I started a position in Mstx which is the 2x long. Any thoughts on MSCI or Yen?

Impressive_Reality11

Do you have some insight on MSCI inclusion vote in January?

druwnfa

Why? Do you think getting added to MSCI index is a factor this week? I feel like we will still end in high 80’s :/

nafnaf0

FTEC is nearly identical to Vanguard's VGT ETF as it is also aiming to track the MSCI US Investable Market Index (IMI)/Information Technology 25/50 Index. It is interesting that FTEC has a few less holdings. Both have nearly identical expense ratios (0.084% and 0.09%). FTEC is much smaller though with around $16B AUM compared to VGT's $138B AUM. FTEC's inception date was 10/21/13, while VGT's was 01/26/2004. Personally I would go with VGT, but if you have a Fidelity fund that makes it easier to buy and sell their own funds it might makes sense to go with FTEC. VGT / FTEC have done very well over the last 10 years.

nafnaf0

Yes, FTEC is nearly identical to VGT as it is also aiming to track the MSCI US Investable Market Index (IMI)/Information Technology 25/50 Index. It is interesting that FTEC has a few less holdings. Both have nearly identical expense ratios (0.084% and 0.09%). FTEC is much smaller though with around $16B AUM compared to VGT's $138B AUM. FTEC's inception date was 10/21/13, while VGT's was 01/26/2004.

Senior-Preference678

ChatGPT answer: Does Europe Actually Outperform Without the MAG 7? Yes, there is evidence that European equities are doing very well recently, especially when you discount the U.S. mega tech stocks. No, it’s not a slam-dunk that Europe always beats the U.S. when you remove the MAG 7 — the data depends heavily on time period, which index you're comparing (MSCI Europe vs S&P 500, etc.), and currency effects.

Revfunky

Nope. Because everyone is wrong and there are no shortage of talking heads ready to sow fear. The U.S. stock market makes up less than half of the $127 trillion global equity market. MSCI All Country World Index ex-U.S. (ACWX) hit new all-time highs recently. By definition, this index contains zero American companies. It's Europe, Japan, China, Canada, Taiwan, India, Australia - the rest of the world. And while they keep yelling about "U.S. concentration" and "only a handful of stocks making new highs.” The reality is the opposite: More stocks than ever are going up. Even with the S&P 500 up 15% this year, on pace to double its average annual return, the United States is still one of the worst-performing stock markets in the world in 2025. The trend is up. And these aren't tired, late-cycle trends. They're fresh breakouts no one is paying attention to. Everyone's too busy whining about their quantum stocks or complaining that a few U.S. names have "too big" a market cap. That's fine. By the time they finally notice what's happening down here, we'll be the ones selling them our shares.

Top-Translator3175

Does anyone know how likely it is that Strategy is removed from MSCI?

Top-Translator3175

Why has Startegy been allowed to the MSCI in the first place?

Top-Translator3175

Why has Startegy been allowed to the MSCI in the first place?

JoeyVottoS

NBIS gets added to MSCI index next week. Bullish af and expecting lots of buying in the near term

AppleTree98

From a related article - The JPMorgan analyst described MSCI’s upcoming January 15 decision as "pivotal" for Strategy, suggesting that exclusion could negatively impact the company’s ability to raise capital and reduce trading volumes and liquidity. Saylor concluded his statement by affirming that "index classification doesn’t define us" and that the company’s "conviction in Bitcoin is unwavering.

SocraticGoats

Hahahhahaha "MSTR faces potential deslisting from MSCI and Nasdaq 100"

EvolvingDior

Based on the likelihood that MSTR and other crypto holding firms are excluded from MSCI indexes, you are going to see a ton of hype around these firms on WSB (including some pump and dump shenanigans) as institutions look for bag holders. May already be seeing hints of it happening here. Keep your eyes peeled.

EvolvingDior

MSTR and all other crypto holding firms may get kicked out of all MSCI indexes, and very likely forever excluded from SPX.

Mithrandir2k16

What's wild is that other indicies, like MSCI World ex-USA have the same patterns as nvidia, it makes no sense.

barelyreadsenglish

Investing.com - MicroStrategy (NASDAQ:MSTR) faces potential removal from major equity indices as MSCI’s January 15th decision approaches, according to JPMorgan’s strategy desk.

bash125

I did the math and that's unfortunately not true. If you factor in reinvesting dividends, you end up with a CAGR of 1.60% during that time period. In other words, $10,000 invested in S&P 500 at the start of 2000 would get you to $12,287 by the end of 2012. What's damning though is that that CAGR underperformed inflation - factoring that in, you'd have an effective end amount of $9,007. International diversification would not have saved you then either - MSCI ACWI would have returned a similar amount (1.87% or $12,727).

leeuwvanvlaanderen

LOL MSTR being booted out of the MSCI index would be I N C R E D I B L E

Much_Candle_942

▶️  NBIS to get into MSCI index on Monday  ◀️

JoeyVottoS

NBIS is going to continue pumping regardless if the market is red or green. See the past 3 days. Large amounts of institutional buying lately correlating with MSCI index inclusion

shobogenzo93

Toast, Google, Uber, Costco, MSCI, Unh, Waste Management, Rollins, Stryker, Progressive Corporation, Accenture

Upper-Strategy-1010

10+ yrs: MSCI World (IWDA) Hard to beat for long-term “set it and forget it.” Cheap, global, super diversified. If I can only pick one, this is the boring-but-effective choice. 5–10 yrs: FTSE All-World (VWCE) Slightly broader (+EM), little more volatility, but still a great one-ETF portfolio for a medium-ish horizon.

IWillBeThereForYou

r/NBIS_Stock 1. Tendem AI announced 2. MSCI index is accumulating NBIS stock before 24th of Nov full inclusion 3. General AI data center stocks went up a bit

Much_Candle_942

⏩  NBIS gets included in MSCI index on Nov. 24th. 

miata_only

Now that magnets are the hot buzz word on WallStreet we'll start to see CEOs of the largest companies start to mention them on earnings calls and press releases. Just like what happened with AI and quantum. Google will incorporate magnets into YouTube's recommendation algorithm. Netflix will drop a new series about magnets staring Kevin Costner. The new iPhone will be magnetic. Fidelity will launch a new ETF which tracks the MSCI Magnet Index. Just a matter of time, you guys.

RandomRocketScience

congrats, you won the lottery. You will be tempted to play it again, and you will probably lose. 0DTEs IS gambling, and it'd be wise to stop now. If you want to do bets like this in the future, do yourself a favor and go with tiny positions. 30k ish is a nice sum, do the boring thing and put half of it or so in MSCI world, to be safe.

Dennisis1

Quality business with excellent leadership, strong fundamentals and listing on the MSCI on 25 Nov. I’m holding for sure - just a lot of noise right now, it’ll pass soon.

theawarenessfund

Nice work building an ESG portfolio with actual conviction. Here's what to watch: **Liquidity concerns:** Yes, niche ETFs have wider bid-ask spreads (0.2-0.5% vs 0.05% for VT). BUT you're young and long-term focused. This only matters if you panic-sell during crashes. **Test:** Check TradingView for EPA vs TDG spreads during March 2020. If spread stayed <1%, you're fine. **EPA vs TDG strategy:** Smart diversification. DEGIRO's exchange fees matter more than liquidity differences between Paris and Frankfurt. **Math:** If DEGIRO charges €2.50 per trade regardless of exchange, EPA vs TDG doesn't matter. If they charge % fees differently, run the numbers. **Active stewardship premium:** BNP Paribas and Amundi vote at AGMs and engage management. This creates 0.1-0.3% annual drag vs passive screeners. **Is it worth it?** If ESG alignment helps you hold through -40% drawdowns, yes. If you'd sell anyway, save the fees. **What you're missing:** 1. **Tracking error:** Min TE (Minimum Tracking Error) ETFs sacrifice ESG purity for performance. Check if this aligns with your values. 2. **Geographic concentration:** 10% Europe ESG might duplicate world exposure (Europe is \~15% of MSCI World anyway).

ShittyUsernane1222

🥭 is in rage right now due to public humiliation. shit is going to get ugly, really quick at this pace. therefore full port in cash, no market exposure. or if you feel like gambling, invest in treasury bonds, defense and construction + diversified international funds MSCI World.

KW-IKZV

Yeah if you just go MSCI worlds or comparable indices, but if you trade options, you should 100% try to profit from a decline

migueloangelo23

Here is what I'm to try to do starting next month, or from January. Not sure if it's a fool idea, but..... I'm still deciding the split of my portafolio, but for the example let's say 25% NASDAQ, 25% MSCI world, 10% emerging, 15% BTC, 10% gold and 15% cash obligations Money market Every month a DCA trying to split with these pourcentages. Then at the end of the year, or every 6 months, I rebalance my portafolio. If earning, I take 1/3 into the cash line, if losses I buy more with the cash line in order to restart the year or mid year with the same allocation. I believe is the best way to stay in the market, buying more when low, without trying to time it. It's an automatic rebalance that avoid phycological bias. Any ideas on that? PS. Not my own idea, I saw it in a french sub and I believe the maths seems rigth