MSCI

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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.

shiroandae

I think he is talking about mixing it in, here the most common investment advice is to buy MSCI World or FTSE All-World (the „holy grail“). However, it is more common to mix non-US ETFs to reduce the risk from the US.

Away_Cancel_5208

Guys relax… SpaceX iPO is lot different than others..they bent all the rules .. $SPCX $SPCL Wave 1: Russell 1000 Funds (Thursday, June 18, 2026) Under FTSE Russell\'s 5-day \"Mega-Cap Fast Entry\" rule, these funds will buy an estimated $4 billion worth of stock right at the closing bell this coming Thursday. Wave 2: MSCI World Funds (Friday, June 26, 2026) Global index tracking funds are legally required to execute their bulk buy orders at the close of the 10th trading day. Wave 3: Nasdaq-100 / QQQ (Early July 2026) Nasdaq\'s fast-track exception mandates index funds tracking the QQQ to aggressively hoard shares on the 15th trading day after the IPO.

S31GE

It’s longer than 15 days though. Plus you will have Russell, MSCI, Nasdaq indices buying in that time frame

kawkface

MSCI: SPACEX ADDED TO STANDARD AND LARGE CAP INDEXES Dis gun b gud

Original_Mango9316

Nasdaq, Russel, FTSE world, etc. SP500 and MSCI have refused to modify their rules to add it, so far.

DigitalArbitrage

Not normally, but Nasdaq, Ftse, and MSCI quietly changed the rules for this one.

hwaj47

Who gives a fuck about the valuation! It’s being added to Russell, FTSE, CRSP, MSCI, Nasdaq

light_to_shaddow

"Severely restricted by regulation" Like the regulation about being included in the Nasdaq, FTSE Russell, and MSCI only after being profitable and after 90 days, he got changed? Regulations don't mean anything.

IAmWheelock

So only about 5% of the total available equity of SpaceX is going on the market. This is relevant because the stock price/ valuation is set by supply and demand for the available stock, not necessarily a bunch of smart people sitting around and deciding holistically what the company is worth. If enough regarded redditors and mutual funds (forced to buy the stock due to index inclusion) and boomers or whatever pile into a relatively thin float, the valuation will remain artificially high because there’s a lot of demand for a relatively small amount of stock. Elon and other insiders who hold boatloads of stock can’t sell off the bat to drive down the price. An extreme version of this was some tycoon-controlled conglomerates in the Indonesian stock market. They had like 2% floats and small buys could drastically push up the valuations. I think the Indonesians fixed this because MSCI was unhappy.

Mithrandir2k16

What you want is set up a goal. For most at your age, it's to (have the money to) buy a flat or a house at around 30. For that, the most voiced strategy is simply going into a very diversified ETF, with an index like MSCI World or FTSE All World. Americans like to bet on the US and go S&P500. Personally, I have it set up to 80% into a world ETF, 20% into a sector ETF I'm currently interested in, and pay into that from my monthly paycheck. When I have money left over, I use that to gamble with, started out with 200 bucks and am now up to ca. 800, though I've spent some of that money. The statistics on this are pretty clear, [less than 10% of PROFESSIONAL investors beat the market](https://www.ngpf.org/blog/question-of-the-day/question-of-the-day-over-a-recent-20-year-period-what-percent-of-pros-investing-in-large-companies-beat-the-market/), so getting a World ETF is most often cited as a safe bet for long horizon returns. Make sure you read up on costs and taxes in your area, these can be very specific, sometimes insurance products can be lucrative, even after costs, because they can be tax-exempt.

havnar-

MSCI said yesU

creepy_doll

Everyone's talking about nasdaq but as an international investor I've been trying to understand the risks with the MSCI index(which is what my broad funds are nailed to). They have a fast-track pathway for early inclusion. Is anyone able to expand on that? Since it's a broad fund and is float adjusted, the impact should be nowhere near the much tighter nasdaq 100 index, but I'm still curious if we should consider it highly probable that this will be forced in?

cobawsky

I am relatively new buy and holder, and have been investing since January 2026. * **MSCI ACWI EUR**: 29.55% * **TSM**: 18.57% * **MSFT**: 17.79% * **TTWO**: 9.15% * **ENR.DE**: 7.97% * **Core MSCI World USD Acc**: 6.15% * **SAN.PA**: 3.85% * **CL**: 3.73% * **MSCI EM USD Acc**: 2.79% * **MSCI World Small Cap USD Acc**: 0.44% My goal is to get away from the Tech industry even more, keeping still 70% in ETFs, 20% in stable and low growth companies, and 10% for betting. What are your thoughts? What am I missing in my portfolio?

actias_selene

You are not wrong in your thinking, but you are ignoring few facts. 1) You are trying to time the market. Even if there is bubble and it pops one day, there is no guarantee you will come ahead of it. I.e. S&P 500 can go to 15000 and then crush to 12000 next several years, that doesn't mean it is better to wait for that point. 2) Inflation can be both bullish and bearish for stocks. Depends on how high it is, what will central bank and bond interests will be and the issues can occur on that front, staying on stocks could be better than any other alternative, maybe except commodities such as gold which is also quite up in recent years and has its own downsides if you prefer to hold it physically. 3) The multiples that market provided in the past might never return. Simply, there are more individuals investing today, compared to past. Stocks was not a thing for european retail investors until several years ago. It is growing more than ever now. 4) A lot of fearmongering around upcoming IPOs. Don't get me wrong, I am disgusted by their valuations (especially SpaceX), but that doesn' mean: firstly ,t hey cannot go even higher. Secondly, that ETFs will be forced to buy a lot, no they won't. Even if they are fast tracked to indices, almost all uses available float nowadays, not market cap. Also for AI, we are already seeing some monetization affords with AI and it will probably work, at least for B2B. I already know that they are able to increase what they charge from 20 dollar fixed sub to hundreds of dollar use based fee, and the companies are paying. Finally, you can always switch to othet indices or stocks, such as staples, utilities, infrastructure companies or just indices like MSCI world or EM. Sitting on cash only can make you gain if you are timing the market right and we are soon to experience a crash. But this should be a bet that you are willing to make and accept if it doesn't go that way.

Anonymous_Coder_1234

I can't predict the future and my background is not in economics, investing, or markets. Take what I say with a grain of salt. That being said, I noticed that Warren Buffet and his (or formerly his) Berkshire Hathaway are very good at investing and they recently bought Google stock. Google is in a good position to do well in the AI race. If I were investing, I would buy some Google stock. But I wouldn't ONLY buy Google stock. I would diversify my investments. For example, I think the country of India is in a good economic position for the future. I might invest a little in that by buying some iShares MSCI India ETF (INDA). You can search "INDA" in your brokerage account, INDA is kind of like the S&P 500 of the country of India. Another thing you could invest in for diversification is the US S&P 500, a good stock ticker for that is VOO. You can search "VOO" in your brokerage account. Lastly, I like to have a little bit of 99.99+% pure gold (gold bullion or gold bullion coins) as emergency money. It can readily be made into jewelry at any jewelry store or sold or pawned at any pawn shop. The gold is like "the world is on fire" money, it holds its value even when things are really bad. Like the stock market could be tanking and World War 3 could be breaking out and gold will still hold its value or even go up. But yeah, I would get a mix of those 4 things: Google stock, INDA, VOO, and pure gold bullion (you can buy something electronic with your brokerage account that tracks gold bullion but I personally like to have a little physical gold bullion in a safe in case of emergency). If you want something less risky you could leave some cash in your brokerage account's money market, maybe do a CD ladder with bank CD's. If you don't know what those are, Google "money market", "bank CD's", and "bank CD ladder". Good luck!

Vegetable-Pay1976

VOO is only US and heavily concentrated. Use RSP for equal weight. DIA for less tech. QQQM for more tech. VEA for developed markets (Intl) and EMXC/IEMG for EMERGING markets. Or just MSCI/IEFA\VTI. Van Eck even has sector specific ETFs but indexing is king imo.

No_Issue2334

The $1.77 trillion valuation. The next largest IPO in history globally is Saudi Aramco's $1.70 trillion IPO in 2019. As mentioned, this is SpaceX's closest peer and led to similar tweaks in the rules by MSCI and FTSE that the NASDAQ is doing for SpaceX The 3rd largest IPO in history globally is Alibaba at $175B in 2014. Here the rules were tweaked to bar Alibaba from the NASDAQ and S&P 500 due to its foreign ownership. The 4th largest IPO was Facebook at $104B in 2012. Here the rules were also tweaked to shorten the "seasoning" period from 2 years to 3 months. SpaceX is just getting the same treatment Saudi Aramco and Facebook did. Rules are tweaked for massive IPOs since they are not your typical IPO. Your typical "large" IPO is around $20B, not $100B and certainly not $1.7T.

bonbb

Can diversify to international portfolios like VT( Vanguard Total World Stock) and KSA(iShares MSCI Saudi Arabia ETF).

1UpUrBum

It was up .71 depending which after hours a person looks at. iShares MSCI South Korea ETF (EWY ) NYSEArca • USD 175.19 -28.78 (-14.11%) At close: June 5 at 4:00:00 PM EDT 176.43 +1.24 (+0.71%)

johnnille

MSCI and Nasdaq have fast entry rules. Just established. And the MSCI World is quite the standard index.

booobReviewer

Three things are driving this: 1. USD weakness — The dollar has been rolling over since late 2024. A weaker dollar mechanically boosts the USD returns of international equities, especially developed markets where currency exposure is unhedged. 2. Valuation spread — International value was pricing in a depression-level discount vs US growth by mid-2024. Even a modest re-rating produces outsized returns. The MSCI EAFE P/E was around 13x while US large-cap was pushing 23x+. 3. Sector composition — International value is heavy on financials, energy, and industrials. Those sectors benefit from higher-for-longer rates (banks' NIM expansion) and the AI infrastructure buildout (industrial demand). Meanwhile, US tech/growth multiples are compressing as rates stay elevated. The question is whether this is a tactical rotation or a structural regime change. If the dollar stays weak and global manufacturing picks up, international value could keep running for years.

spaghettibolognaisee

IMAE MSCI EU shrekking on the last 2 days!

teslaTools

Lol balls or just bureaucratic inertia? Either way I'll take it. The S&P committee has always been more conservative about rule changes than MSCI or FTSE.

harrison_wintergreen

>that the theories of Graham and co. that i learned about dont work anymore. 3d quarter 2020 to 3d quarter 2023, the value indexes beat growth indexes for S&P 500, MSCI EAFE and MSCI world. https://www.tweedyfunds.com/wp-content/uploads/sites/10/2024/03/Revenge-of-the-Nerds.pdf the thing about value investing is it might be disappointing for years, even more than a decade. but when it recovers it happens fast and furious. it's not a short-term game.

EL_ProfessionalHater

Cooling system that uses NVIDIA chips to upgrade their portofolio: MSCI. Downside - the fucking board is involven in AI products smuggling from US to China.. 🤡 what a nice way to chop your value to almost half..

PriorScreen7613

Why MSCI down? They commit more fraud?

shiroandae

3x the float amount is only for Nasdaq I think. It’s just weighed by float in S&P and, more importantly for the non Americans, the MSCI World and FTSE All-World

HooplahTiger

So did NVDA just wait to go up until after MSCI rebalance?

Own-Jeweler3169

I dont see any comments regarding it, but if you want true no risk, then All world ETF is the way to go, it consists of like 60% S&P anyway, but at least the rest is diversified away from the US with slightly less returns than the S&P. MSCI, VWRP etc.

Leveraged_Lots

My EU broker offers multiple tiers of margin loans, and rates fall with diversification, the standard rate is ~8% but can fall to ~5% or even the 3.82% if sufficiently diversified. The funny thing is my broker estimates diversification based on number of holdings alone so having just one MSCI World index ETF, despite being literally the must diversified thing possible, it's not considered diversified and you play ~8%, while a basket like mine of almost entirely energy bets is considered the most diversified possible and thus get the heavily reduced rate.

AwareTechnology1497

Of course I’m investing in DCA on ETF as well. I started last year and I’m +20% (nasdaq + MSCI world )

kmouratidis

Anthera Pharmaceuticals, Inc. - OTC:ANTH? Amundi MSCI World ESG Broad Transition UCITS ETF Dist - CLWD?

Strong-Room-9244

which all world are you invested in? MSCI tracking or FTSE tracking? AVGS for Irish domiciled version or AVUV for US domiciled versions are pretty popular. they track msci world small caps. selling depends on taxation of your country. Id recommend just adding slowly into AVSG for pounds version instead of just selling then re buying. A good allocation is to follow [marketcaps.site](http://marketcaps.site) Right now global small caps is about 10% so if you have VWRA, then a 10% AVSG is sufficient. If you want to be more aggressive you can even do like 80-20 but you have to understand that some periods it will underperform and you need to stay disciplined.

HockeyMonkey_19

Most of the passive investing indicies like S&P, CRSP, MSCI still have free float and inclusion rules. Nasdaq is the main one that has compromised as they want to win the listing on their exchange. Most passive investors wouldn’t make an active bet on Nasdaq

Ok_Boot7143

There are a few SRI/ESG etfs that follow the S&P 500 ESG Index or MSCI ESG rating (most investment companies have their own SRI/ESG index), which don't have Tesla or have a small position due to its low ESG score. Just make sure to find one with a low expense ratio and doesn't have Tesla (check their holdings). Personally, not invested in any SRI/ESG index funds, so I don't have any specific ones I know of. I'm sure Vanguard has an SRI or ESG fund, but it may still have some Tesla exposure, as Tesla's ESG score gets a boost due to EVs. In my own personal opinion, paying higher fees for an SRI or ESG fund to avoid a specific company doesn't make sense. The risk is already low as most broad-market funds keep any single holding under 5%, so you're paying a higher expense ratio for risk mitigation you essentially already have through diversification.

Timid-Tiger

|HOLDING|WEIGHT| |:-|:-| |Fidelity Index World Class P Acc|28.2%| |iShares S&P 500 Top 20 UCITS ETF|15.6%| |iShares MSCI Global Semiconductors ETF|8.8%| |Vanguard US 500 Stock Index Instl|7.6%| |iShares MSCI EM Asia UCITS ETF|5.8%| |Invesco EQQQ NASDAQ-100 UCITS ETF|5.6%| |Marvell Technology Inc|5.3%| |Global X Defence Tech UCITS ETF|3.0%| |First Trust Nasdaq Smart Grid ETF|1.7%| |Amphenol Corp Class A|1.7%| |iShares Physical Gold ETC|1.6%| |Xtrackers MSCI Korea Index ETF|1.6%| |LVMH Moet Hennessy (CDI)|1.4%| |[Amazon.com](http://Amazon.com) Inc|1.4%| |ASML Holding NV|1.3%| |Vistra Corp|1.2%| |Constellation Energy Corp|1.2%| |Arista Networks Inc|1.2%| |iShares Physical Silver ETC|1.1%| |Apollo Global Management|0.8%| |Arthur J. Gallagher & Co|0.8%| |KKR & Co Inc|0.6%| |Novo Nordisk B|0.6%| |Alibaba Group Holding ADS|0.4%| |Walt Disney Co|0.3%| |Enphase Energy Inc|0.3%| |PayPal Holdings Inc|0.1%| |Cash|0.9%| | |100.0%|

Gornsen

Ever calculated your sharpe ratio and compared to the MSCI world?

AwareTechnology1497

This is not easy to explain in just a few words. Watch some videos on YouTube about ETFs and DCA. You can also ask ChatGPT to explain it. That’s how I learned myself. Don’t be afraid it’s generally less risky than buying individual stocks because ETF are funds that hold many companies and track a market index. Exemple : nasdaq , CAC40 (europe), WORLDWIDE MSCI I started last year and I’m up to 20%.

LorlieatmySocks

For long term holdings broad market cap weighted index funds make the most sense. I don't do stock picking anymore but I would mainly look at dividend growing large caps, you usually end up with a value heavy portfolio like that. If you care about quality you can look into how S&P, MSCI or Morningstar (or others) determine "Quality". I highly recommend looking at MSCIs site explaining their 6 factors.

atpplk

I think MSCI World index is safe from this madness (for now)

GeorgeSC

By day 180 after IPO, ai-maths are telling these guesstimates for the mainstream indexes: * Nasdaq100 - approx 4% * s&p500 - approx 1.95% * MSCI & FTSE USA - approx 1.90% * Russell 1000 - approx 1.85% * Russel 3000 - approx 1.65% * CRSP U.S. Total Market Index - approx 1.60% * Wilshire 5000 - approx 1.60% * No idea what will happen with the Dow Jones

Successful-End7689

We need an honest answer for why Nvidia dumped in the last 5 minutes, not this MSCI rebalance bullshit everyone keeps parroting

soulbro97

Fuck MSCI but also probably thanks as well since I doubled down off that nuke

CD274

Yeah it's called the monthly MSCI rebalancing inside move

McDouchys

Top 1% commentor but doesn't know about MSCI rebalancing

Kinu4U

Nvda selloff into the close is MSCI rebalancing stocks. Selling 11 million nvda shares because the weight of NVDA balls have become too big for their etfs

wildcat1055

[https://x.com/markflowchatter/status/2059637253240913982](https://x.com/markflowchatter/status/2059637253240913982) Friday’s MSCI rebalance will be the largest ever, with a \~$303bn overall trade. Notable tech rebals include: [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) (largest trade notionally of \~$11b to sell, net index supply of almost 50mn shares) [$AAPL](https://x.com/search?q=%24AAPL&src=cashtag_click) big large buy \~$3.1b, net demand 10.5m shares) and [$MSFT](https://x.com/search?q=%24MSFT&src=cashtag_click) (big large buy of $2.9b, net demand 7m shares). [$INTC](https://x.com/search?q=%24INTC&src=cashtag_click) should be net index supply of 31.9m shares JPM DESK WELLS DESK

AnyManufacturer6465

MSCI end of month rebalancing

pjsocean

MSCI Index rebalance.

Plus_Lifeguard1752

Friday's MSCI rebalance will be the largest ever, with a ~$303bn overall trade. Notable tech rebals include: $NVDA (largest trade notionally of ~$11b to sell, net index supply of almost 50mn shares) $AAPL big large buy ~$3.1b, net demand 10.5m shares) and $MSFT (big large buy of $2.9b, net demand 7m shares). $INTC should be net index supply of 31.9m shares JPM DESK WELLS DESK

PrimaryResolve641

Today is the day of the MSCI rebalancing. I can’t recall the specific stocks being rebalanced, but please be careful as some shares may surge or plummet in the final minute before the close. You should be particularly careful if you’re trading 0-day-to-expiry (0DTE) options.

thethor1231

Should I sell my 2x MSCI USA ETF or nah?

JesusSwag

>and now S&P is also making a fast entry rule change as they compete for Anthropic and OpenAI listings.. Do you have any idea about whether global indexes such as MSCI World or FTSE All-World are planning to do similar things?

greytoc

Africa is a continent with many countries with different economies. What country in Africa are you targeting? I've swing traded EZA which is an iShares ETF that tracks the MSCI South Africa index. The only other country that I've contemplated was the Nigerian market - but there's very low liquidity for those funds. If you want to get started - maybe use a country-based frontier fund. If you are a beginner and asking about apps - you probably shouldn't be investing in frontier markets. See the subreddit wiki on how to get started.

Sensitive_Caramel856

!banbet MSCI $60 14 days

Hero_lover

MSCI

orthic_lambda

If you are new to investing, keep 80% of your portfolio in the broader index Sp500 or MSCI world, or similar. Then invest in companies that are in the direction the world is going and hold through the scary volatility. Micron fell 15% in the dayd after I bought and has dome so a few times since. Volatility is the price you pay for higher returns 

Clean_Following_23

No position myself but another way this could pay off would be if s korea gets labeled diffinitively as EM or developed market. Right now theyre in ETFs for both. E.g. theyre 5.5% of [VEA](https://agentictribune.com/entity/vanguard-ftse-developed-markets?symbol=NYSEARCA%3AVEA&tab=holdings) (ftse developed markets) and also 17.9% of [IEMG](https://agentictribune.com/entity/ishares-core-msci-emerging-markets?tab=holdings) (iShares Core MSCI Emerging Markets).

Spyerx

You think you’re safe of a meltdown 🤣🤣🤣🤣🤣 go read up on what happened when dot com bubble busted. Here’s a sample: The **MSCI EAFE Index** (tracking Europe, Australasia, and Japan) dropped approximately **48% to 50%** from its peak to its trough in October 2002 **Global Equities**: The **MSCI World Index** declined by around **48%**. **U.S. Markets**: By comparison, the tech-heavy **Nasdaq Composite** plummeted about **77%**, while the broader **S&P 500** fell about **49%**

No-Resolution-5527

Take profit in every single one of them expect MSCI World

ApprehensiveLetter17

I've been invensting (buying ETFS) for about 18 months now. On ETF's that historically have a anual return of about 10 to 15% I'm currently on a return of 60% (40% 2 months ago 50% one month ago). Granted my actual etf ROI is about 40% because one stock went 2.1x. I know for the most of you this is chump change but my 10k investments are now 16k. I've always kept to the mantra only invest money you're willing to lose and this is the case but the amount of "profit" I've made right now seems like too good to pass up and take all of my money out of the market. I can still easily pay all my bills and I have an emergency fund of about 10k Is this amount of outperformance worth getting out of the market and waiting for things to cool down? Some of my ETF's are (and yes I know these are a lot of ETF's but I like diversifying my diversification) Global Defence tech +31% Ishare Edge MSCI Wld +36.88 Ishares Gold producers +44.1% S&P 500 tech (thinking of getting out of this one) +49% Vangaurd S&P 500 +26% ASML stock +122%

ApprehensiveLetter17

I've been invensting (buying ETFS) for about 18 months now. On ETF's that historically have a anual return of about 10 to 15% I'm currently on a return of 60% (40% 2 months ago 50% one month ago). Granted my actual etf ROI is about 40% because one stock went 2.1x. I know for the most of you this is chump change but my 10k investments are now 16k. I've always kept to the mantra only invest money you're willing to lose and this is the case but the amount of "profit" I've made right now seems like too good to pass up and take all of my money out of the market. I can still easily pay all my bills and I have an emergency fund of about 10k Is this amount of outperformance worth getting out of the market and waiting for things to cool down? Some of my ETF's are (and yes I know these are a lot of ETF's but I like diversifying my diversification) Global Defence tech +31% Ishare Edge MSCI Wld +36.88 Ishares Gold producers +44.1% S&P 500 tech (thinking of getting out of this one) +49% Vangaurd S&P 500 +26% ASML stock +122%

greytoc

This seems to be a popular topic about exchange rules and SpaceX. But ETF are based on index models. And those index models are not set by an exchange. Passive ETFs which track an index are commonly licensing indices from companies like MSCI, FTSE/Rusell, and S&P/DowJones. A lot will depend on how the investment policies and processes for various index rebalancing. >Would there be a convoluted way for a certain billionaire to engage in a very early buyback of the stock in that case?  Can you reframe your question - what do you mean by buyback of the stock? Has SpaceX said they are doing a stock buyback? That would be a bit unusual.