1H·

VALU might finally replace three of my ETFs that I've been saving up for with just one—right?

I'm tracking the new Vanguard FTSE All-World All Cap UCITS ETF $VALU (-1,02 %) with great interest. Not because I don’t currently own a global ETF, but because it could significantly simplify my portfolio.

I’m currently invested in:

That works well, but to be honest, I’d prefer a simpler approach. The fewer holdings, the easier it is to rebalance, keep track of things, and stick to a long-term savings plan.

That’s exactly why I find the $VALU (-1,02 %) so exciting.

By combining large-cap, mid-cap, and small-cap stocks worldwide, it covers virtually the entire investable stock market in a single ETF (approx. 98–99%). For me, that would be a much more elegant solution than investing in multiple ETFs at the same time.

The only catch: With Yuh , the $VALU (-1,02 %) not (yet) available. 😅

That’s why I’m currently wondering whether I should just stick with my existing positions and wait for it to be listed. For me, switching would mean less complexity above all—and not necessarily chasing that last decimal point of return.


I’d be interested to know:

Would you keep multiple ETFs running or consolidate everything into a single all-cap ETF over the long term? And do you think Yuh will add VALU soon?

3
1 Comentario

Imagen de perfil
I really like $VALU and can totally relate to your line of thinking and your pursuit of simplicity. 🙂

When restructuring your portfolio, you have to consider costs and taxes. I can't offer any insights regarding Yuh.
••
Únase a la conversación