Friday 8 November 2024

The Trump effect (and what should I buy now?)

My core ETFs (80+% of portfolio) over the last 6 months to 1 year have been (in descending order of value):
  • SWDA MSCI Global ETF
  • XDEQ World Quality Factor ETF (may change to XDEM soon as includes financials)
  • Royal London Global Equity
  • XLKQ Xtrackers MSCI World Quality ETF (better perf. at 46% than SWDA 26%, XDEQ 25%, EQQQ 30%, XDEM 31% in last year!)
  • IITU    iShares S&P 500 Info Tech Sect ETF GBP
  • IUCM iShares S&P 500 Comm Sect ETF USD
  • IUFS   iShares S&P 500 Financial ETF USD
  • EQQQ Invesco NASDAQ 100 (I will be increasing this soon)
Following the USA election results, the 'Trump effect' has given all of these a boost of between 2%-5% in the last few days.

My core ETFs