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Jose
@Kspykee
1Mes·

ETF

Hello,

I am in the process of changing my portfolio, and thought I would allocate about 7k to a small ETF portfolio.

I have 65% of portfolio in Funds, 50% Ibex, 50% MSCI, so both regions are well covered.

On the ETF side, I thought about this particular allocation:

ETF emerging countries + Asia. $EIMI (+0,96%)

ETF Europe $SMEA (-0,56%)

Gold ETF $IGLN (+0,46%)

ETF Defense + Aerospace. $IVDF (+0,06%)


I will try to balance at 25% each fund, and use a monthly plan to periodically contribute according to performance.

Any ideas for improvement?

Thanks

4Posizioni
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10 Commenti
immagine del profilo
Swin@swinbbe
1Mes
uf I would remove the ibex issue... to each his own, but I don't find it funny.
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Visualizza tutti 6 ulteriori risposte
immagine del profilo
@amjuan3@amjuan3
1Mes
I think 10% max in ( iqqq6, igln, wcoa, ib01, isf, iaex, srx2, srx1, cndx, iusc and iusn) could be a diversification idea.
Carrying real estate, physical gold, 0-1 year bonds, diversified commodities and developed indices will improve the return to the exposed risk and regular contributions usually improve long term performance.
Regards.
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Jose@Kspykee
1Mes
@amjuan3 I am going to look at these ETFs.
I don't know the taxation of the bond. I guess any +3% already starts to be of interest, except for having leveraged money.
Thanks for the contribution.
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immagine del profilo
@amjuan3@amjuan3
1Mes
Ib01 is a diversified etf of very short term (0 to 1 year) that are usually used as remunerated treasury.)
The taxation of the etf is that they are taxed as long as you take benefits.
(There are tax-free financial products in cases of bequests or conversion of amounts to retirement with life annuity).
Most of them are low cost ishares etfs.
Leverage depends on the investor's age, risk aversion, personal circumstances and investment objective (speculative, short term...).
Regards.
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