MSCI

BackstrokingInDebt

Bloomberg has its own industry classification which they are trying to rival the industry standard GICS classification. I guess Mikey B got a little butt hurt when he wasn’t t invited to the MSCI and S&P collaboration. Bloomberg has its BICS data which they are integrated within Bloomberg securities universe keyed on their FIGI. Bloomberg tends to have very tight control about their data. Cost of BICS data is cheap relative to their other data packages. It’s about 80K per year plus onetime 40K for history.

HunterFeeFee

And maybe go all in on a sinking ship that you can't escape. The answer is always WORLD. MSCI or FTSE.

Sacisbac

My 10 yr return: Time-weighted rate of return (pre-tax) Cumulative **Your return** \+1538.89% S&P 500® Index \+307.42% Dow Jones U.S. Total Stock Market Index \+287.57% MSCI ACWI ex USA (Net MA Tax) \+150.57% Bloomberg U.S. Aggregate Bond Index \+14.31% Bloomberg Municipal Bond Index \+21.29%

kokachimoola

Please review my portfolio 📊 My Current Investment Portfolio Amphenol (APH) 5 shares Buy in at €148.52/share Intuitive Surgical (ISRG) 1 share Buy in at €349.95 Siemens Energy (ENR) 2 shares Buy in at €163.54 SpaceX 2 shares Buy in at €94.60 NVIDIA (NVDA) 1 share Buy in at €175.52 Marvell Technology (MRVL) 1 share Buy in at €167.18 Palantir (PLTR) 1 share Buy in at €108.44 Below are for long term investments, (Set and forget) Vanguard FTSE All-World (Acc) - monthly 300 Euros Xtrackers MSCI World Small Cap (Acc) - Monthly 100 Euros

Specialist-Rice-8541

Will $MSCI HIT 37 now?

Specialist-Rice-8541

$MSCI anyone? 37?

Specialist-Rice-8541

$MSCI 37?

Specialist-Rice-8541

Is $MSCI doing it AGAIN?

Specialist-Rice-8541

what do you think about MSCI?

longGERN

MSCI

Successful-Deer-5866

Best advice here. If you want some more consider not investing in a ETF thats referred to US companies until the midterms have passed. Check MSCI world, or raw materials, or gold.

blorg

Not to the present, but if you invested $1 in 1970 (when MSCI international tracking began), international stocks maintained a higher cumulative return than US stocks for most of the next 40+ years, [all the way into the early 2010s.](https://www.reddit.com/media?url=https%3A%2F%2Fi.redd.it%2F5616lmsdc9dc1.png) *Right now* US stocks have pulled ahead- like you can see international massively pulled ahead in the 1980s. Assuming recent US outperformance will continue indefinitely implies that US equities will eventually account for nearly 100% of global market capitalization, which is unrealistic. History suggests US/international outperformance operates in [multi-decade cycles](https://www.hartfordfunds.com/dam/en/docs/pub/whitepapers/CCWP014.pdf) (pdf), and valuations eventually revert to the mean. The other aspect is that even if you go back further and look at the trajectory of the US development over the 20th century, which was unique (not directly touched by two World Wars, huge economic development after, the whole tech boom) you have to believe that that unique position is going to continue forever. If you went back to the 19th century, you could be looking at the British Empire and saying, this is it, and it's going to continue forever.

Last_Cauliflower3357

Just speaking for myself here. Around 80% of my portfolio is just on MSCI World, so I am getting a lot of benefit from the market rallies. However, I genuinely find it interesting to analyse companies and see if they are good investment (maybe that’s why I work as a credit analyst). So with the other 20%, I usually have positions in stocks (I keep 5 shareholding positions or less), and those usually are just contrarian bets on where I find value. Maybe I’m not optimizing my portfolio, but I’ve had reasonable success.

AJayHeel

Let's say you invest now, wind up doubling your investment, then the market drops 50%: you're back where you started and still have all your original money. (I doubt the market will double before it drops 50%, but three years of 25% returns would just about double the market, so maybe.) If you want to avoid the tech heavy index funds, you could consider an equal weighted fund, like RSP, or international funds, though some of those are actually fairly tech heavy too due to Korean chip stocks. MSCI treats Korea as an emerging market, however, so you could consider an international fund based on MSCI's definition of developed countries (check out EAFE). You could also keep 10-20% of your funds in something like a government money market. I know Fidelity offers a couple of options for "cash" that actually yields \~3.5%. Schwab and the other brokerages have similar "cash" options. Morgan Housel once wrote that he looks at cash as yielding two benefits: one, it can minimize a drawdown if your investments crash, but two, if or when the crash comes, you have cash available to buy stocks cheap.

No_Presentation9490

How long until MSCI downgrades Korea from emerging market to developing country They legit can't be trusted with a stock market and they're never going to trust their stock market again

Din4d4n

Just keep it simple and buy any SP500 and/or MSCI World ETF. I would not buy individual stocks for 21€, not worth the hassle to research and monitor them.

IronyElSupremo

While there’s definitely some income to the subordinate companies (launch, starlink .. the latter how MSCI classifies it as communications .. “alternative carrier”), most of the value is based on future tech (or as critics put it, tales on the future of tech that doesn’t exist yet). Launch is small and starlink isn’t scalable to dense urban areas, so it’ll be a sell on trying to get colonies in space (probably mining). Then Tesla still sells cars (that’s more a function of gas price) and probably more importantly all sorts of batteries. If actually selling Tesla’s Chinese operations, the thought is a merger may be attempted. My thought is he may try to combine the remainder as a general “tech” company for the big indexes but also tech sector ETFs .. VGT, FTEC, etc..

el_presidenteplusone

SP500 didn't, tho a lot of others did. if i remember correctly the biggest that have sped up SpaceX inclusion are the Nasdaq-100 and the MSCI World. so as long as you're just a SP500 person you're fine but there's a significant portion of pension funds in the MSCI World for example

tnzgrf

I would put more down on the house and allocate the rest into MSCI world. Bonds will not give you better returns than the downpayment, paying off debt is 100% risk free.

Boring_Aardvark_9463

… it’s literally in the MSCI EM index…. China is also in that index…. Come on guys lol

liuqiu_rangers

Nah Samsung just has to prove their earnings are not as cyclical anymore to get rerated. Once Korea gets upgraded to a developed market by MSCI (which the Korean govt is trying to do) it'll stabilize

Scibidami

So when will my MSCI World ETF reach the AHT again? Soon?

greytoc

VT is not a UCITS and it may not be compliant in the UK. VT tracks the FTSE Global All Cap Index. If you want a fund that tracks that index - there are UCITS such as VWCE and VWRL. Note however that these funds are USD and not currency hedged. So if you care about currency fluctuations against pound sterling - you may have to use a different fund. There are also UCITS funds that track MSCI World Index which may fit your needs.

greytoc

VT is not a UCITS and may be considered non-compliant in the UK. What you are probably reading may not apply to you. Afaik - there are no UCITS funds that track the CRSP US Total Market index. Is there any particular reason why you want to track the CRSP US Total Market index? That index is not more diversified than the combination of WRDA and HEMC. VT is a US market only index fund. If you want a single equity fund that is globally diverse - look at UCITS funds that track the MSCI Global Market index. There are a bunch of them. Don't forget that you may want to use a currency hedged fund if you care about currency fluctuations against the pound sterling.

Sirsuckadick

MSCI. NASDAQ INC. People will always invest in etfs. En nasdaq wil profit from a 24/5 texas stock exchange in the future

darksideofmyown

Looking at MSCI EM IMI be like https://preview.redd.it/epxs0juxaagh1.jpeg?width=1080&format=pjpg&auto=webp&s=1ec5360dccc180301f9f839e3ae401be8fbcaa84

twittalessrudy

Obv your risk in the brokerage is going to be much higher than an index fund, but you’re intentionally seeking that risk bc you like these individual names. I had a v similar risk profile at your age, but I will say at age like 32, any new money going in was going to a mix of S&P 500, Russell 2000 and MSCI ACWI ex-US index funds to try to limit that risk. Totally personal preference I think. Everything else looks great!

pawnografik

You buy puts on the EWY etf. Which is the ishares MSCI Korea tracker.

Fauster

There were massive foreign outflows in Korea that I didn't initially understand, but Wall Street knew that the Korean government was going to go more nanny state on Korean markets. I think 2x and 3x funds are toxic, but I still want them so I don't have to worry about wide spreads after a flash crash. Algos drive most of the market, and to the Algos, MU, my favorite stock still, should move in tandem with Korean memory via many pairs trades frameworks. Every crisis is an opportunity though. Wall Street got out because of the Aug 5th cliff and new Korean market regulations to hamstring retail, in my opinion. It took me a week to figure out why big money fled Korea. None of this helps Korea get out of emerging market baskets and into MSCI, which is really what they need. They might go even less free market and crack down on shorting. Who knows. They still suffer from 1998 Asian Contagion shell shock currenty-protection and market protection policies. These are policies that sound good on paper, but I think they only make volatility worse. I will be following foreign inflows into Korea, when they happen. Hedge funds are usually a bit ahead of me, but they have SOTA research. There is always a chance that Wall Street will buy the news shortly before or shortly after the Aug. 5 leveraged fund cliff. Another concern, we have been talking about the top end of the K hanging in there and still buying, supporting the economy, while the bottom 80% has been reducing its spending. I think Asia and the Mid East have shown signs of top-end stress. Luxury purchases are way down in GCC countries, predictably, but also in Asia. We are draining our SPR at record rates, though from near-record levels. China has stopped buying oil at scale, they have the biggest SPRs by far. When the US drain the SPR stimulus goes away, that could be real trouble and a real liquidity crisis. We see blowouts in AI complex CDS spreads, but no broader debt contagion, but, in a liquidity crisis, fundamentals won't shield you from short term losses. Wall street is back into IGV, the funding source for semis, and bidding up healthcare and Oil and fertilizer stocks, a standard flight-to-safety book. But big picture, a lot of cash flow machines with ramping top and bottom lines and ramping margins (all of memory right now from HBM to hard drives). The ramp in memory names perfectly coincided with the ramp in use of agentic frameworks. Is the first order signal (Anthropic makes more money every quarter) going down? If no, every crisis is an opportunity if you can hold risk long enough.

IMAX_NASCAR

You are right! The government knew in advance, and both securities firms and banks received warning signals. The reason they cannot block short selling is that they are focused on the goal of "MSCI inclusion." There was a time when Wall Street strongly objected when they blocked short selling for six months. The government is aware of this, but they cannot ban short selling for the sake of MSCI inclusion, and soon, the "Wall Street assassin" short-selling investor Qadir will enter the Korean market.

IMAX_NASCAR

They intend not to ban short selling in order to be included in the MSCI zone. A petition for a "temporary" ban on short selling is currently underway due to a petition by some citizens, but it is unrealistic.

wclinch

I'm curious why EWY wasn't down more today vs MSCI Korea 25/50 Index

Holiday-Career-9349

I had enough to pay off my mortgage in one go or invest in an MSCI World fund (or something similar), but this gremlin on cocaine wanted a 911 GTS or Turbo on top of that, Damn, greed is stronger than reason.

IronyElSupremo

They may or may not. IBM was the top stock from 1967 to 1993 except for a few years. It’s still #24 in a tech sector index fund (MSCI index), but competition overtook it. At least it’s still in there fighting. Former retail giant Sears-Roebuck was the 700-lb gorilla in retail during the 1970s and 1980s (in fact decades before that) .. until it wasn’t due to competition and some ill-planned expansions. “Tech” will be a very important sector in the future (it heralds much of the future in fact) but success breeds competition. There’s also the threat of govt over-regulation (or just regulation).

longGERN

MSCI

IronyElSupremo

You probably need to look at “low carbon” ETFs. One simple way is bounce iShares ESG ETFs (they have various levels) with their own global low carbon ETF .. CRBN. It’s basically a screen of their ACWI (\~2100 top global stocks) against carbon output. There’s also Invesco’s low carbon ETF KLMT, though the Global 500 ACWI screen there is less serious (it has oil stocks). There’s also Invesco’s more stringent North America low carbon fund KLMN, then, iirc, State Street and Global X have developed IEFA and EM low carbon ETFs respectively. However State Street’s still has airlines. All use MSCI indexes iirc.

WickOfDeath

Each funds has a risk tolerance and a risk classification. Pension funds for example cant just invest into Scion, the Burry thing becuase he actively takes risky positions, often unhedged. If he performs well it's 40%, but "the big short" drained the funds by 23%, investors already demanded payouts. He denied, played his synthetic CDO to a point where the performance was +405% - but a one trick pony. Some investors avoid him from that time on, because he refused redemptions. Further some family wealth offices like to combine fixed income like US treasureies, SP500, and some trend or topic funds with this or that degree of management. Management comes with fees, and leaves room for errors. For example the MSCI world overlaps the SP500, but ETFs built on it are generally unmanaged (or has to be unmanaged). You have probably heard from ETF for non US buyers, with FX option hedged currency risk. Their TER grow so high that it literally obliterated the returns of the stocks in the ETF and the dividends. All of those ETfs are now dead. Same many funds which stick with a selction of stocks but dont trade the stocks, instead they do option strategies. e.g. the "Income shares" ETF, e.g. one just focussed on TSMC - as long the stock moves, the returns do outperform the SP500 by factor 2, but option strategies come with spreads and management fees. At the end this performed SP500 +5% YTD. But in my country I cant put this kind of ETF into my pension savings account... there only some defaults are accepted, e.g. DAX, MSCI world, FTSE100, Eurostoxx but the QQQ is not allowed - because being too volatile. But dont come up with genearlizations.

Gulliveig

>Lemonade, Coupang So... not putting that into an MSCI World or some such? Just asking, because... well, just asking, ok?

CharlesBeckford

1. ⁠Intelligence and labour as a resource. AI is the commoditisation of labour and intelligence itself. Previously we have had to pay a salary to a person for both and we have a limited pool of people that provide it. This turns both labour and intelligence which are significant economic variables into subscription based services that can be bought or sold as required - it is not dependent on a limited pool of capabilities, skill, expertise, or experience as with people. The global annual labour cost is $60trn and AI will not only take an increasing piece of this pie but also expand it as I mentioned with the ability to scale beyond what is physically available in human providers. 2. ⁠The rate of acceleration. The capability of AI models, use cases, hardware development and operation efficiencies leading to economic feasibility in marginal token cost decreases means not only that this is advancing at an absurd rate but that it will make it absurd to go back to doing it the old way when you can have a million strong digital labour force for the price of what was previously one salaried employee. You can see this in various figures not just the model benchmark improvements themselves but also the efficiency stats from new hardware developments which are both publicly and freely available. The number of job opportunities has decreased by 40% for entry level roles since 2022 which is when chat-gpt was released. 3. ⁠The rate of adoption. The majority of AI models are now touching 1 billion weekly active users, this is a phenomenal increase in a short space of time and if you compare it to the internet or smart phones it is the quickest adoption for a new technology in human history. This does mean that there are people being left behind who are not using or interacting with the technology in any meaningful way as others are using it constantly, or using it to its full potential and automating workflows or gaining access to skill sets that previously they would have to trained years for and expertise they would have to paid handsomely for. 4. ⁠The rate of earnings increase. The rate of adoption and earnings growth are the two components that caused the dot com crash as we can see the best companies of the last 20 years were the ones who dominated the internet it’s just it took time for the earnings and use cases to become socially integrated (think of people using Amazon, it didn’t happen over night). Samsung just had its Q2 revenue and in 3 months it made more profit than it had done in 40 years of business, its earnings increased 2000% which has never happened to a company that size which is highly indicative that something has changed not just for the general market but for that company and the demand for its products and services - memory has long been a cyclical industry but this shift suggests a structural paradigm shift. If you look at the P/E ratios of all the AI beneficiary companies they are trading at 10 year valuation lows due to how much the earnings has grown but the share price has remained the same - look at the P/E ratio for Google, Nvidia, Samsung, SK Hynix, Micron - they’re all the cheapest they’ve been in years and yet we’re talking about a bubble, it doesn’t take a CFA charterholder to tell you it can’t both be cheap and in a bubble. 5. ⁠Preoccupation with temporary macro-geopolitical events in the face of a multi-decade era transition. No one will be talking about the US Iran conflict in 10 years time in fact it is boring already, AI is the next Era and to not recognise the transition period we are in is a massive mistake. To use an old play-book when times are changing is a fatal error. 6. ⁠AI disruption. Many companies and industries have relied on being the only ones able to provide what they sell digitally - well that all changes with an agentic AI workforce that can build and code anything. Software itself becomes exposed as their business needs to compete with ever decreasing prices for ever increasing service levels and product services (Adobe, Salesforce, WPP, Chegg) and proprietary data or analytics that is at risk of being simulated in the abundance of availability it becomes worthless (Experian, Relx, Factset, MSCI) and the same for market aggregators (Auto trader, Bookings.com). 7. ⁠The psychological factor. Human’s are typically afraid of change as it means uncertainty and relearning what is safe or how to exist in a new environment. But There is no rule based on how much things can change at any one point in time and it is human nature to initially anchor yourself in the experience of your own life to base ideas of future potential out of comfort but that is pure fallacy. Just because it feels uncomfortable in the face of volatility or speed change reflected in share price movement or innovation or companies expenditure increasing it is all actually meaningless, a human feelings on the matter has no impact on what is possible or what is happening in front of them. The market doesn’t care if it feels uncomfortable or if you don’t understand it simply is what it is and you can either accept or be in denial. The truth always is revealed in time.

CharlesBeckford

1. Intelligence and labour as a resource. AI is the commoditisation of labour and intelligence itself. previously we have had to pay a salary to a person for both and we have a limited pool of people that provide it. This turns both labour and intelligence which are significant economic variables into subscription based services that can be bought or sold as required - it is not dependent on a limited pool of capabilities, skill, expertise, or experience as with people. The global annual labour cost is $60trn and AI will not only take an increasing piece of this pie but also expand it as I mentioned with the ability to scale beyond what is physically available in human providers. 2. The rate of acceleration. The capability of AI models, use cases, hardware development and operation efficiencies leading to economic feasibility in marginal token cost decreases means not only that this is advancing at an absurd rate but that it will make it absurd to go back to doing it the old way when you can have a million strong digital labour force for the price of what was previously one salaried employee. You can see this in various figures not just the model benchmark improvements themselves but also the efficiency stats from new hardware developments which are both publicly and freely available. The number of job opportunities has decreased by 40% for entry level roles since 2022 which is when chat-gpt was released. 3. The rate of adoption. The majority of AI models are now touching 1 billion weekly active users, this is a phenomenal increase in a short space of time and if you compare it to the interest or smart phones it is the quickest adoption for a new technology in human history. This does mean that there are people being left behind who are not using or interacting with the technology in any meaningful way as others are using it constantly, or using it to its full potential and automating workflows or gaining access to skill sets that previously they would have to trained years for and expertise they would have to paid handsomely for. 4. The rate of earnings increase. The rate of adoption and earnings growth are the two components that caused the dot com crash as we can see the best companies of the last 20 years were the ones who dominated the internet it’s just it took time for the earnings and use cases to become socially integrated (think of people using Amazon, it didn’t happen over night). Samsung just had its Q2 revenue and in 3 months it made more profit than it had done in 40 years of business, its earnings increased 2000% which has never happened to a company that size which is highly indicative that something has changed not just for the general market but for that company and the demand for its products and services - memory has long been a cyclical industry but this shift suggests a structural paradigm shift. If you look at the P/E ratios of all the AI beneficiary companies they are trading at 10 year valuation lows due to how much the earnings has grown but the share price has remained the same - look at the P/E ratio for Google, Nvidia, Samsung, SK Hynix, Micron - they’re all the cheapest they’ve been in years and yet we’re talking about a bubble, it doesn’t take a CFA charterholder to tell you it can’t both be cheap and in a bubble. 5. Preoccupation with temporary macro-geopolitical events in the face of a multi-decade era transition. No one will be talking about the US Iran conflict in 10 years time in fact it is boring already, AI is the next Era and to not recognise the transition period we are in is a massive mistake. To use an old play-book when times are changing is a fatal error. 6. AI disruption. Many companies and industries have relied on being the only ones able to provide what they sell digitally - well that all changes with an agentic AI workforce that can build and code anything. Software itself becomes exposed as their business needs to compete with ever decreasing prices for ever increasing service levels and product services (Adobe, Salesforce, WPP, Chegg) and proprietary data or analytics that is at risk of being simulated in the abundance of availability it becomes worthless (Experian, Relx, Factset, MSCI) and the same for market aggregators (Auto trader, Bookings.com). 7. The psychological factor. Human’s are typically afraid of change as it means uncertainty and relearning what is safe or how to exist in a new environment. But There is no rule based on how much things can change at any one point in time and it is human nature to initially anchor yourself in the experience of your own life to base ideas of future potential out of comfort but that is pure fallacy. Just because it feels uncomfortable in the face of volatility or speed change reflected in share price movement or innovation or companies expenditure increasing it is all actually meaningless, a human feelings on the matter has no impact on what is possible or what is happening in front of them. The market doesn’t care if it feels uncomfortable or if you don’t understand it simply is what it is and you can either accept or be in denial. The truth always is revealed in time.

frankforceps

MSCI WORLD 21.0% BITCOIN 10.4% NVIDIA 7.9% GOOGLE 8.7% BROADCOM 11.6% YPF 3.1% iShares GOLD ETF 6.7% Bitcoin bought in 2017. Sold most of it to pay my house. Kept only 10% of my original investment.

Ok_Cry7572

Eligible to sell is not always will sell everything. Several companies also had huge unlocks before that dented price a bit, but didn't crush it, 1/3 or even 2/3. employees also don't panic-sell just because the button's unlocked since they got to consider taxes and other stuff. Also Nasdaq/MSCI inclusion will be buying during the same window, and shorts are already 1/3 of float. Could just as easily be small dip + chop instead of a crater big down

Important_Papaya_394

the timing of those leveraged ETFs launching right when vol goes crazy is way too suspicious for coincidence. not saying it's all manipulated but when you see circuit breakers triggering like clockwork around 2am the whole thing starts looking like a rigged game i been watching korean markets for while and the MSCI accessibility problem is real, nobody want to fix it because big players make money of this chaos. your post connects dots that usually stay in separate conversations

Gulliveig

Uff, that's much text. Anyway, ETFs are among my best running positions. Just recently had to rebalance them to rake in some profits. Here's the positions: [https://www.reddit.com/r/ETFs/comments/1ulki3x/rebalanced\_several\_londonbased\_etfs\_in\_my/](https://www.reddit.com/r/ETFs/comments/1ulki3x/rebalanced_several_londonbased_etfs_in_my/) My largest is the MSCI World, which I do not intend to rebalance, just feeding it.

SmokingLimone

You don't have to buy stocks directly, you can buy ETF which acts similarly to property, it is a very safe investment if you look it up. MSCI for example doubled in price in 3 years

Shadow_hive

Thats why you never go all in, regard. Just put your savings money into an MSCI world from now on and youll be back in 5-10 years

BackstrokingInDebt

The market is the abstract idea of a basket (owning everything possible) so you are only exposed to the risk of the market itself and not any single stock. Of course that’s impossible so the default proxy is just SP500. It’s measuring this question “instead of this manager you could have bought SP500”. Then there are more layers to it because it is specifically asking “what else could you have invested with the similar risk profile”. If you’re looking at a bond fund then the default SP500 is not the appropriate comparison. Risk adjusted is the gold standard however you need to have a way to measure the risk and figure out if both invest have the same underlying risk profile. Don’t over think and just go with SP500 for stocks and AGG for bonds. This risk question is why my company pays MSCI 2M per year for their benchmark data. Also why we are paying phds to developers mathematic models

BatteryAcid420_

I can extrapolate an investment from this but until you show me other indicators matching OPs BS thesis it will already be priced in. The MSCI world momentum index has a standard deviation of 15%, so if the underlying basket of this Goldman funds is similar then OPs conclusion doesn‘t seem conclusive. US large caps had 5 bln $ inflows just yesterday. Where is that supposed historic sell off I‘m looking for? Yet to come? Hmmm

Halbaras

The Nasdaq 100 and FTSE World/FTSE All-World because they both made abusive rule changes to benefit SpaceX. MSCI world also has SpaceX in it already, though this was in accordance with their existing rules.

RandomWalker0110

Managed funds have a particular benchmark index for comparison (e.g. SP500 or MSCI ACWI). They usually compare not just yield, but also volatility.

STEFANOITALY84

Cosa mi consigliate di investire in trade republic? Vorrei iniziare così ETF MSCI WORLD acc 50 euro ETF MSCI EM IMI acc 10 euro BITCOIN 30 euro SOLANA STAKING 10 euro mese 15 euro che recupero con save back ancora non so dove inserirli Avete consigli per me? Sono tutti investimenti mensili senza commissione

STEFANOITALY84

Cosa mi consigliate di investire in trade republic? Vorrei iniziare così ETF MSCI WORLD acc 50 euro ETF MSCI EM IMI acc 10 euro BITCOIN 30 euro SOLANA STAKING 10 euro mese 15 euro che recupero con save back ancora non so dove inserirli Avete consigli per me? Sono tutti investimenti mensili senza commissione

STEFANOITALY84

Cosa mi consigliate di investire in trade republic? Vorrei iniziare così ETF MSCI WORLD acc 50 euro ETF MSCI EM IMI acc 10 euro BITCOIN 30 euro SOLANA STAKING 10 euro mese 15 euro che recupero con save back ancora non so dove inserirli Avete consigli per me? Sono tutti investimenti mensili senza commissione

STEFANOITALY84

Cosa mi consigliate di investire in trade republic? Vorrei iniziare così ETF MSCI WORLD acc 50 euro ETF MSCI EM IMI acc 10 euro BITCOIN 30 euro SOLANA STAKING 10 euro mese 15 euro che recupero con save back ancora non so dove inserirli Avete consigli per me? Sono tutti investimenti mensili senza commissione

terminalguy007

The historical pattern the post describes is real and well-documented in the data. But it's worth flagging the survivorship bias embedded in the list: every example draws from US equity markets, which happen to have had the strongest 100-year run of any major developed market in history. An investor in the Nikkei 225 in December 1989 who "kept buying through every crisis" was still underwater 30 years later. The MSCI World ex-US underperformed US equity for the better part of two decades. The point isn't that the US experience is unrepresentative — it's that the data has a prior: we're looking backward from a market that survived and thrived, which makes the lesson look cleaner than it actually is. The more useful framing is that the correct behavior depends on your time horizon, valuation at entry, and position in the drawdown. For someone with a 25+ year runway investing in broad diversified index funds, the post's message is essentially correct — time in market beats timing the market, and panic-selling at drawdown lows is portfolio destruction in almost every historical scenario. For someone within 5–7 years of a spending need, sequence of returns risk is real and "just keep buying" is too blunt an instrument. The actual takeaway from the data: DCA into broad equity exposure is the optimal strategy for long time horizons regardless of the prevailing macro narrative. For shorter horizons, the right tool is asset allocation that matches your actual withdrawal timeline, not the news cycle.

Yannick_1989

I think it’s good that he’s doing that; it literally protects the market. Anyone who hasn’t grasped how Trump ticks by now would probably be better off putting their money into an MSCI World ETF.

Art_Crime

VT covers a much broader share of the global market compared to MSCI. Regardless, you would then know that in the long term the market recovers. Even then VT has less overal and weighted overlap compared to Dimensional/Avantis and VWO.

D74248

The MSCI World Index was down over 40% in the three years following the dotcom bubble burst.

IronyElSupremo

IEFA is the old style international index developed ex-Canada fund since, as a whole, the Canadian stock mkt followed natural resources unlike Western European or developed Asian stock markets. Now most developed ex-U.S. funds include Canada like Vanguard’s VEA or St Street/SPDW’s (my favorite) .. SPDM that both include Korea, then there’s iShares with IDEV that does not include Korea (that’s in their IEMG, etc.. EM funds). The difference is for Vanguard, State St., Schwab, etc…, the FTSE index provider classifies Korea as a developed market, as does iirc S&P Global … vs MSCI classifies Korea as emerging (which is what iShares uses).

Mictlancayocoatl

I just put 40k into MSCI ACWI ETF on Monday, am I cooked?

Electrical_Panda_326

Yep, I was trying to be smart and tried Semi ETF as 7% of my portfolio along with MSCI World, SP500 and Nasdaq ETFs. And few hours after I bought that shit, Korea tanked 10% and all current shit show started. You can expect more red to come as I still haven't sold that turd. NEVER AGAIN, only index ETFs, nothing more. Fuck that shit.

unpdigital

Foreign investors have several routes into the Hong Kong market. Each has advantages and trade-offs. * **International Brokers:** Many global brokerages allow trading directly on HKEX. This gives access to the full range of companies, but you’ll need to manage foreign exchange. * **Hong Kong–Focused ETFs:** Funds like iShares MSCI Hong Kong ETF (EWH) or broader China ETFs with large Hong Kong exposure offer diversification and simplicity. * **Stock Connect Program:** Through Stock Connect, international investors can access mainland A-shares via Hong Kong, expanding available opportunities. * **Dual-Listed Stocks:** Buying shares of companies listed in both Hong Kong and another market can provide indirect exposure while using your existing brokerage. * **Mix Approaches:** Many investors start with ETFs for broad coverage, then add direct shares in major Hong Kong names for targeted exposure. **TIKR tip:** Track trading volumes in TIKR for Hong Kong ADRs and direct HKEX listings to gauge liquidity before investing. Source: tikr.com/blog/how-to-buy-stocks-in-hong-kong-for-beginners [](https://app.tikr.com/register?ref=tikrblog)

Tronald_Lubestein

Depends what you mean by investable. Technically no, if you aren't Chinese and are an individual investor, you can't legally own any Chinese stock. If you "buy" BABA or Tencent through an ADR, you own shares in a Cayman Islands shell company that has a contractual arrangement (a VIE) with the actual Chinese business. These contracts on paper get enforced by Chinese courts. If that will work out during a real crisis.. no idea because it hasn't been stress tested. So at the very minimum you should consider that you are paying a risk premium on the price of these contracts, that the Chinese investor doesn't pay when he buys the share outright. Beyond that.. Chinese GDP grew roughly 30x since the early 90s, and MSCI China's total return over that period is approximately fucking zero. So wtf is the Chinese stock market actually tracking I am not sure but afaik there is an insane amount of shadow-dillution of shares going on. Now there is also regime risk, which isn't like US regulatory risk. In the US, an agency signals stricter regulation, the market prices it in yada yada, it may or may not follow through etc.. you have time to build a thesis and react. In China, from one day to the next, the government declared after-school tutoring industry a nonprofit sector by decree overnight. TAL and New Oriental lost 90%+ in months. >Do you see China as a normal part of emerging markets, or as something completely different? The latter. Lumping China in with India or Brazil under "EM" is a taxonomy error. Brazil can tax your earnings. China can decide your industry shouldn't exist tomorrow. It happens overnight, all the prior decision process is completely opaque, you don't get any warning. Does that make it uninvestable? No. It makes it untrustable. When sentiment is at rock bottom, valuations hit single-digit PEs, and Beijing pivots to stimulus mode (like the 2024 bazooka), you can trade the mean reversion and make real money. Some people did. TLDR: I *could* trade a technical setup on a single name. I would never invest in any Chinese company long term.

Weak-Advertising-476

MSCI World MSCI Emerging Markets IMI MSCI Momentum 🚀

DyehuthyTV

VLUE (iShares MSCI **USA Value Factor** ETF) outperform VVL xD YTD (%) Peformance: 1. VLUE → 38% 2. MTUM (iShares MSCI **USA Momentum Factor** ETF) → 25% 3. QQQ (Nasdaq100 ETF, Invesco ETF, **USA Index) →** 16% 4. VVL (**Global Value**) → 15% But in 5Y Performance (%) or more (Long-term) QQQ ETF beats everyone. Yes, in recent years the Value Factor has 'more traction', you can also see it with the ratios: * IWD/SPY Ratio → value relative performace vs index benchmark. * IWF/SPY Ratio → growth relative performance vs index benchmark. **👨‍🏫 BUT HERE IS THE MOST IMPORTANT PART TO UNDERSTAND 👇🏻** 1. **US Market Indices like the Nasdaq100 (QQQ ETF) their holdings are weighted by Market Cap.** 2. **The Dow Jones Industrial Average (DIA ETF) is price-weighted.** 3. **And the Value ETFs we are sharing are weighted by fundamentals, e.g VLUE and your VVL ETF. In fact, this ETFs are more a 'Invesment Style ETF' than a 'Factor ETF' 💡** 4. **This drives different performance (%) 💡😉** Unfortunately, there is no "Global Growth Factor" ETF. Perhaps because most of their holdings would be US technological stocks (QQQ Holdings), so have nonsense to make one. Most of global ETF compositions has more than 50% on US Markets, even factors like Value, Dividend, Momentum, etc. Growth factor have a big concentration in United States (*main region for global markets*) markets.

Agitated-Season-7619

Correct me if I am wrong, but I think it goes only into MSCI indexes but not FTSE and some others. So perhaps there could be some pairs trade of ishares vs vanguard.

Hexadecimalkink

MSCI China is mostly ADRs. CSI 300 or A500 are the Chinese stock indexes that reflect the actual stock market 

Mr_Chrumb

Couldn't we read this as a question of the best indexes for benchmarking? S&P500 (VOO), ACWX ISHARES MSCI ACWI EX U.S. ETF, IWF ISHARES RUSSELL 1000 GROWTH ETF... I'm thinking some sort of simple basket of 3 or 4 indexes might provide great return, with little overhead. I'll reference the Bogleheads - they think about these things a lot: [Three-fund portfolio - Bogleheads](https://www.bogleheads.org/wiki/Three-fund_portfolio)

InitialPsychology731

It already entered FTSE Russell GEIS and a lot of MSCI ETFs.

moneywiseteam

the benchmark that vanguard index funds use changed their rules too, as well as MSCI. it's going to end up a lot of places very quickly

RevolutionaryPhoto24

Thanks, makes sense now - annihilated bc he bought an eth fund instead of MSCI Peru.

imoutohunter

Isn’t it MSCI rebalancing? MSCI also needs to buy 7B of SpaceX today. Somehow that couldn’t save SpaceX

Thin_Cat8817

Another ETF option that has a fairly high CATL allocation is  KGRN KraneShares MSCI China Clean Technology Index ETF Might not be exactly what youre looking for as it also holds quite a bit of electric car companies and some clean power companies

Subotail

It's still true in MSCI World

YourChildhood5762

**FHLC** Fidelity MSCI Health Care Index ETF $75.69 Healthcare is always in need but the sector has been out of favor. +1.94% for the year +1.24 for six months. But it appears to be cycling in as tech cycles out. +7.39% three months +5.18 one month FHLC has the same expense ratio as XLV but costs less per share and holds 342 companies vs 63 FHLC up 2.60% year to date vs XLV up 1.39%

-sakuranbo

Even if you pick indices you have to be careful. MSCI World is diversified to the point chipmakers barely dent the index.

RaspberryPavlova126

I’ll answer your question directly, since no one else has so far. Yes, some 529 plans allow index funds alongside mutual funds (can’t speak for all or most).  For example Arizona offers 529 plans via Fidelity and has options such as s&P500 (expense ratio 0.08%) or “International Index Portfolio” (expense ratio 0.12%)  which follows  MSCI All Country World ex US Index.

Onemprod

Sorry I read the comment on another post and thought it would be a funny joke since all trading yt'ers also sell courses But thanks to your comment I didn't sell all of my 5xleverage position (bought at 1044€... two days ago) but rather sold 50% of it which in turn saved me some tax on my 50% reallocation of my normal MU position to my MSCI World ETF So you indeed helped me ease off the edge :)

Accurate-Letter-546

The listing of SK Hynix on a U.S. exchange as an ADR is expected to have a significant impact on the **iShares MSCI South Korea ETF (EWY)**, primarily because SK Hynix is one of its largest holdings. Since SK Hynix makes up a substantial portion of EWY's portfolio (roughly 26–28% as of June 2026), any upward re-rating of the stock price to close this valuation gap would have a direct, positive impact on EWY’s Net Asset Value (NAV).

Successful-Power2026

Looking at your holdings, I'm not sure the issue is that you need more sector ETFs. The bigger issue is that most of your portfolio is already heavily exposed to tech, even through funds like QQQM and QTUM.If your goal is lower risk over the next 5-10 years, I'd probably look at broadening geographically rather than trying to find the next sector. Something like a global index fund (XEQT already does a lot of that) or a broad MSCI World/All-World style ETF gives you exposure to financials, healthcare, consumer goods, industrials, energy, etc. without having to pick winners.

Much_Candle_942

Whether people love it or hate it - 07. July is the date when all Nasdaq and MSCI indexed ETFs will force-buy this one, regardless of what price.  Obviously this means, the insider PE funds have an incentive to drive the price up until 07.07. 

BurriedCityMayor

MSCI ACWI IMI is down 1.26% today. You can't do more across-the-board than that...

Jerikolol

Interesting theory: so the MSCI review is officially meant to appear tonight/tomo afaik, that wouldve determined if SKorea goes into developed markets. Now apparently the news was that it woudlnt make the cut, hence tonights massive outflow of foreign buyers (who were banking on a re-rating for the country). So ad to that maybe some semis de-risking before MU ER, and its possible this is what happened.

strolls

Which fund were you in before, please? That had SpaceX? I thought it was excluded from S&P 500 and also from FTSE-Russell indexes. I just checked and it's not in iShares MSCI World tracker.

Samjabr

QQQ is $8 billion alone. MSCI and Russell are another $10 billion, I think. The entire float was only $80 billion.

Margin_Call_Me_Maybe

Not tomorrow really, no. June 18: S&P Total Market Index (TMI), CRSP indexes, and FTSE Russell rebalancing and inclusions. June 25: MSCI USA index inclusions. June 26: Russell 1000 inclusion takes effect after market close. July 6: Nasdaq rebalances the Nasdaq-100 to include SpaceX shares.

PriorScreen7613

[MSCI awarded SpaceX its lowest possible ESG rating one day before the company's record $75 billion stock market debut. The triple C rating places the rocket maker in the same tier as the index provider assigned to Russia after its 2022 invasion of Ukraine.](https://finance.yahoo.com/markets/stocks/articles/msci-gave-spacex-esg-score-122904001.html) Oof lol

IronyElSupremo

If wanting an index-like ETF, iShares USXF doesn’t have those currently (er at 0.10%) though vanguard’s US ESG (er at 0.09%) contains at least Tesla. You’ll probably have to go with a serious “ESG-screened” index ETF and those expense ratios are about the norm for starters. There’s various levels of ESG screens so you’ll have to go through the holdings but iShares is actually the leader on these using MSCI indexes (also you need to be good with less oil and gas companies), while Vanguard is a late-comer. Note: I don’t use screened-ESG so no dog in this contest, though I’ve bought related “low-carbon” index funds so have looked at them.

Prudent-Corgi3793

I calculate not only my returns against the S&P TR, but I also calculate the beta, volatility, Sharpe, Sortino, etc. over the relevant time period and over rolling time windows. And I do it with other benchmarks like the CRSP Total US Market TR, Large Growth TR, MSCI ACWI TR, etc. to justify my decision to continue picking individual stocks to make sure I’m not only beating these benchmarks, but beating them on a risk-adjusted basis.

Expensive-Deal-9247

Very well done, congratulations. You should be roughly the same age of my dad, how I wish he had some knowledge in personal finance. I'm investing in MSCI for my kids. I hope the next 35 years will be as good as the last.

Kaiizeddit

I'm trying to understand how long his valuation is likely to last, doing sanity check of something ChatGPT told me about SpaceX index inclusion demand. It estimated the following: |Date|Index|Estimated buying|Why?| |:-|:-|:-|:-| |Jun 19|CRSP (VTI etc.)|$2B-$4B|Early inclusion in CRSP indexes.| |Jun 26|FTSE|$3B-$6B|FTSE trackers need to add SpaceX.| |Jun 26|MSCI|$6B-$10B|MSCI World/ACWI trackers need to add SpaceX.| |Jul 6|Nasdaq-100|$6B-$8B|Nasdaq's new 3x float adjustment increases SpaceX's effective index weight.| |Later|Other funds|$5B+|Benchmark-aware funds and delayed buyers.| |\*\*Total\*\*||\*\*\\\~$22B-$33B\*\*|About 20-25% of the estimated float.| \* Do these buying estimates look realistic? \* Can index funds buy shares before the inclusion date, or do they need to buy everything on the actual day? \* If that's true, does it seem plausible that the rally will last at least until June 26 due to this buying pressure, especially since another round of index buying is expected afterward, giving investors less incentive to sell before t

Axe_Raider

do i sell after Russell buys, after MSCI buys, or after Nasdaq buys?

Apost8Joe

I've been at this 30 years and actually worked at Morgan Stanley before starting my own company, which doesn't mean anything, aside from the fact it makes me hella lot more credible than the average Reddit bro logic. So my point is yes the ratio has always been extremely out of balance between US and MSCI, I've heard this same story for decades, and yes the market can and definitely does ignore the ratio. The US is and will remain the growth engine for the planet, despite all the flaws. Most MSCI countries are a hot mess of demographics and fiscal problems. And I mean damn look at the scam Elon is pulling off this week - people WANT to be deceived, they MUST have a narrative to cling to, facts do not matter one bit, they'll do anything for hope. And nobody provides that story better than the US. But...the music will stop, this bullshit cannot continue indefinitely. But MSCI will go down with it so don't put too much weight on it being non-correlated.

Appropriate-Guess510

The result of those past 20 years is S&P P/Es are now about 50% higher than MSCI EM P/Es. The market can't ignore the price-earning relationship forever (unless it can - the market's capacity for ignoring stuff has been hard to fathom lately). A 50% premium for US stocks seems awfully high for an era when so much of the world looking for an exit from the US dollar. But who knows.... I certainly have no crystal ball for knowing what people will choose to care about, much less \*when\*.

Ill-Construction-209

I mis-spoke. Its not s&p 500, its nasdaq. SpaceX's "fast track" refers to the expedited inclusion of the company's newly issued stock (ticker: SPCX) into major market benchmarks, such as the Nasdaq 100, MSCI, and FTSE Russell indexes. Because of SpaceX's massive market capitalization, these indexes bypassed their standard waiting periods to add the stock.

Samjabr

Just a heads up, Fam - the dates indices are adding SPCX: Russell 1000 / Top 200 - June 26 MSCI World /ACWI = June 29 Nasdaq-100 (QQQ) = \~July 6 It's going to be hard to see it dip before July 6th from all the index buying. Plus, lockups don't start until August.

tomdon88

There is known demand coming from passive investors, given the small free float and the need for them all to buy at once there will be a spike at whatever the price point is. Look at what happened to the VW stock price when a low free-float met a demand spike (short sellers needing to close). This IPO is basically a fraud designed to do this, the price will continue to rise and will rise sharply the day of inclusion in MSCI indices, Nasdaq etc. There will come a point when the free-float is large enough and the passive money is no longer coming in, then it will contract rapidly, my view is it will go up to c. $400, then it will collapse to around $20-40. This itself is an absurd valuation, but is a level that can be maintained by the retail cultists and brainless active managers (Cathy et al). The sad thing is that this is basically money being transferred from people’s pensions / investments to already rich people, the whole IPO structure is designed to take advantage of the market. The banks involved know what they are doing is immoral but the IPO will have made hundreds of MDs multi-millionaires.

Samjabr

FYI - the dates indices are adding SPCX. Doubtful it will dip much before July 6th because of all the forced buying and very low float. Do with this information as you will. Also, SPCX has a rolling lockout, which will prevent massive dumps from insiders. Russell 1000 / Top 200 - June 26 MSCI World /ACWI = June 29 Nasdaq-100 (QQQ) = \~July 6

bluenardo

MSCI is float weighted.

IlIlllIIllllIIlI

Goes between 0.2 to 0.4% for MSCI Worlds, S&P500, Eurostoxx, etc. It’s super high compared to american ETFs. Also, if you’re having this account (called PEA, basically « stock market saving account ») in a physical bank you’re paying a « holding fee » close to 0.1% of something. It’s a fucking scam man. It’s tailored indeed, but there’s a sort of tolerance to synthetic replication. But still, even if it’s blackrock, it’s a specialy made ETF for this account, with 0.2% e.r.