2Année·

After your last feedback I have revised my strategy for my long term portfolio (1000€/month via savings plans) and would like to ask for your feedback again.


Enclosed my key data:

- Core Satellite strategy with 65% MSCI World / EM (70/30 split) and 7 sector based ETFs with 5% each.

- List of ETFs and comparison to benchmark (MSCI World) in screenshot below.

- In total, the ETFs have 3122 positions and of these 92 are duplicated

- Regional breakdown 19% Europe, 52% America, 29% Asia

- Costs approx. 0.35% p.a.

- All accumulating, as 15+ years targeted


Do you see any blunders in the strategy or do you have any other suggestions for the satellites?


Thank you! $BURT39F
$EEM (+0,42 %)
$IQQH (+0,74 %)
$USPY (+0,99 %)
$BATE (+0,72 %)
$ROAI
$BNXG (+0,28 %)
$RIZF (+1,17 %)
$ELCR (+0,7 %)

attachment
attachment
7
16 Commentaires

image de profil
Would increase the Asia share to 50%. Many more people live there.
1
Voir toutes les 4 autres réponses
image de profil
2Année
But of course you can do it this way
1
image de profil
That looks like a well thought out strategy, good luck. I hope your plan works
Afficher la réponse
image de profil
2Année
Would be too many ETFs for me personally. I would probably go to a MSCI ACWI or FTSE All World instead of World+EM. In addition, then maybe max. 2-3 themes ETFs. Must just rebalance everything.
Voir toutes les 5 autres réponses
Utilisateur supprimé
2Année
Le commentaire a été supprimé
Voir toutes les 2 autres réponses
Participez à la conversation