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Re: 3F portfolio - international stocks - hedged or not?

In general, over time the Investment managers like Tweedy Brown generally recommend hedging international. A shot with Google and found this: http://www.tweedy.com/resources/library_docs/papers/How%20Hedging%20Can%20FUND%20Version.pdf which was extremely interesting for me. Includes long term compa...
by eastreef
Sun Jan 12, 2014 9:43 am
 
Forum: Investing - Theory, News & General
Topic: 3F portfolio - international stocks - hedged or not?
Replies: 5
Views: 375

Re: 3F portfolio - international stocks - hedged or not?

thanks guys, all you said makes sense to me and I quite agree. Not sure about the forum rules, I hope I can mention specific companies. If I take the iShares examples, for the the same index (MSCI world, which is 50% USA): - Unhedged TER = 0.40 - Hedged to EUR = 0.55 Which is a nice +37% fee increas...
by eastreef
Sun Jan 12, 2014 8:30 am
 
Forum: Investing - Theory, News & General
Topic: 3F portfolio - international stocks - hedged or not?
Replies: 5
Views: 375

3F portfolio - international stocks - hedged or not?

Hello, I would like to have you opinion on whether the international stocks bucket of a 3F portfolio might be hedged or not (vs the currencies). In my specific case, being European, the hedge would be mostly vs the $, as I am buying an "MSCI World index" but I believe the question can be s...
by eastreef
Sat Jan 11, 2014 6:44 am
 
Forum: Investing - Theory, News & General
Topic: 3F portfolio - international stocks - hedged or not?
Replies: 5
Views: 375

Re: Lazy / 3 funds portfolio with ETFs for European (ITA) pe

Hi eastreef, I do not understand why you say that since you live in Europe then the bond allocation should fall mostly in this territory... If you have an inflation linked investment I could understand it, but normal bonds... Is there a specific reason? Just curious, in my approach I try to go wide...
by eastreef
Mon May 27, 2013 2:33 pm
 
Forum: Investing - Theory, News & General
Topic: Lazy / 3 funds portfolio with ETFs for European (ITA) people
Replies: 19
Views: 1514

Re: Lazy / 3 funds portfolio with ETFs for European (ITA) pe

Hi stalflare, All thanks for your comments. For the sake of simplicity, I am going for something like this. As mentioned above, I consider this a sort of pilot on how I like the Lazy idea itself, so I did try to streamline the products number as much as possible (3) Stock = 66%, Bonds = 33% Eurozone...
by eastreef
Sun May 26, 2013 4:07 pm
 
Forum: Investing - Theory, News & General
Topic: Lazy / 3 funds portfolio with ETFs for European (ITA) people
Replies: 19
Views: 1514

Lazy / 3 funds portfolio with ETFs for European (ITA) people

Hello everyone, First of all congratulations for this forum and thanks for your time. I am Italian, close to the 30's and approaching the investment world. I've read a few books and found out the Lazy / 3 funds portfolio is what fits best with my way of thinking. I am wondering if somebody in the fo...
by eastreef
Sat May 18, 2013 6:18 am
 
Forum: Investing - Theory, News & General
Topic: Lazy / 3 funds portfolio with ETFs for European (ITA) people
Replies: 19
Views: 1514

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