Elias (@FinancialFoolery) on getquin

Elias

@FinancialFoolery

5Mon·

Savings plan

I can invest CHF 1300 per month and would distribute this as follows.

CHF 500. $IUIT (+0.28%)

CHF 500. $ANX (+0.02%)

CHF 300. $VWRL (+0.18%)

What do you think of this distribution or do you have any suggestions for improvement?

7 Comments

Jonny@Jonny45810

5Mon

Would invest 1000 in $VWRL
And try 300 in individual shares.

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Kai@Dividenden-Sammler

5Mon

I would also leave out the S&P sector ETF and put the additional amount into Vanguard. You can do All-World and Nasdaq if you also want to overweight IT. However, I would run a maximum of 1/3 Nasdaq and 2/3 All-World, as tech is already well represented in Vanguard.

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View all 4 further answers

TheGuardian@TheGuardian

5Mon

Based on past performance, a great growth portfolio. I like this distribution.

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