Am I overlooking something with the Ukraine Reconstruction ETF?
Hi everyone,
I hope you don't mind, I'm new at this. (my first reddit post, ever),
My current situation:
- Mortgage remaining: ~€267,500
- No other debt
- Aggressively paying down the mortgage with the goal of being debt-free in about 5–6 years.
After spending quite a while researching stocks, ETFs and bonds, I decided to keep things simple. I'm currently investing €700/month (DCA) into the Invesco FTSE All-World UCITS ETF (IE000716YHJ7), and my plan is to continue doing that for the next 20–30 years, once my mortgage is paid off, I plan to increase my monthly investments significantly.
I've also made a rule for myself: no individual stocks until the mortgage is gone. I still enjoy researching companies and learning about investing, but for now I'm happy sticking to one global ETF while I build my knowledge.
Recently, though, I came across the Ukraine Reconstruction UCITS ETF.
The World Bank estimates Ukraine's reconstruction could require around $588 billion over the next decade, being inexperienced, my mind thinks:
"Rebuilding an entire country has to create a huge investment opportunity... isn't this ETF almost a no-brainer?"
However, I know investing is rarely that simple.
So my questions are:
- What am I missing?
- Is a theme like this likely already priced into the ETF?
- What risks would you be thinking about that someone newer to investing might overlook?
- Would you stick with the single global ETF until the mortgage is gone, or would you consider allocating a small percentage to something like this?
Thank you.