Search found 9 matches

by papito75
Sat Apr 22, 2017 12:59 am
Forum: Investing - Help with Personal Investments
Topic: EU Investor - ETF portfolio with tilts
Replies: 13
Views: 1321

Re: EU Investor - ETF portfolio with tilts

jordanow wrote:
Hello,

At the end, what has been your decision for the small cap?


Ended up going for the SPDR World Small Cap one. I decided that the lower trading volume and larger bid/ask do not bother me so much since as I will continue to B&H.
by papito75
Sun Feb 05, 2017 3:15 am
Forum: Investing - Help with Personal Investments
Topic: EU Investor - ETF portfolio with tilts
Replies: 13
Views: 1321

Re: EU Investor - ETF portfolio with tilts

Hello , - Please have look at our wiki pages on international domiciles . Even if your country is not there, the pages will have good info for you. - Some of the topics you mention have been discussed before. Do a search in our forum. You should find treads like this one - Depending on the methods ...
by papito75
Sat Feb 04, 2017 11:15 pm
Forum: Investing - Help with Personal Investments
Topic: EU Investor - ETF portfolio with tilts
Replies: 13
Views: 1321

Re: EU Investor - ETF portfolio with tilts

Simplify equities by using VWRL VWRL distributes dividends though. In some european countries (mine, for example) accumulating funds are more tax efficient, as distibuted dividends are immediately taxed. If this is the case IWDA + EMIM could be a better choice. Papito, would you mind specifying whe...
by papito75
Sat Feb 04, 2017 3:54 am
Forum: Investing - Help with Personal Investments
Topic: EU Investor - ETF portfolio with tilts
Replies: 13
Views: 1321

EU Investor - ETF portfolio with tilts

Hello all, Longtime lurker here. After weighing the several contributions made for EU investors in particular, such as the merits of dividend-accumulating funds, the debates on currency hedging, etc., I started investing in the following portfolio, which is a version of the typical IWDA/EMIM mix pri...
by papito75
Sun May 08, 2016 5:23 am
Forum: Investing - Help with Personal Investments
Topic: Help with ETF portfolio - 28 yo EU fiscal resident
Replies: 10
Views: 741

Re: Help with ETF portfolio - 28 yo EU fiscal resident

Good to know! Now if only Vanguard Europe offered accumulating ETFs... :D
by papito75
Sun May 08, 2016 12:35 am
Forum: Investing - Help with Personal Investments
Topic: Help with ETF portfolio - 28 yo EU fiscal resident
Replies: 10
Views: 741

Re: Help with ETF portfolio - 28 yo EU fiscal resident

I am a fiscal resident of my EU country so I am currently taxed there and will continue to be so when I return or move someplace else due to my career field. Thus I still feel that the Vanguard ETF a safe enough bet in regards to taxation. I would have to pay capital gains taxes if I get out of the ...
by papito75
Sat May 07, 2016 11:16 pm
Forum: Investing - Help with Personal Investments
Topic: Help with ETF portfolio - 28 yo EU fiscal resident
Replies: 10
Views: 741

Re: Help with ETF portfolio - 28 yo EU fiscal resident

Hey thanks. I've others use SPDR's MSCI World Small Cap UCITS ETF (ZPRS) for developed small caps at 0.45%. Vanguard also seems to have a global small cap accumulating fund at an ER of 0.38%. Thanks, you're right that my portfolio wasn't exposed to small caps. Should I consider a 5% exposure and 25%...
by papito75
Sat May 07, 2016 1:14 pm
Forum: Investing - Help with Personal Investments
Topic: Help with ETF portfolio - 28 yo EU fiscal resident
Replies: 10
Views: 741

Re: Help with ETF portfolio - 28 yo EU fiscal resident

Thanks for your reply. I did some additional research and came up with the following: Vanguard FTSE Developed Europe ex UK UCITS ETF - 50% I concur that this is the better option since the UK market will be represented in the MSCI World (about 7%). I guess this is also true for the rest of the EU co...
by papito75
Fri May 06, 2016 11:27 pm
Forum: Investing - Help with Personal Investments
Topic: Help with ETF portfolio - 28 yo EU fiscal resident
Replies: 10
Views: 741

Help with ETF portfolio - 28 yo EU fiscal resident

Hello all, First post here after reading up the forum and other Bogleheads resources. I am a EU fiscal resident currently working in SE Asia, with a 75% SR. I plan on investing 1000 euros a month and make the minimum payments on my loans. I'll probably settle down in the eurozone eventually. Emergen...

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