Search found 10 matches

by thimplicity
Sun Mar 26, 2017 8:50 am
Forum: Investing - Help with Personal Investments
Topic: From single stock to ETF portfolio
Replies: 3
Views: 400

Re: From single stock to ETF portfolio

Thanks! I basically have three types of stocks in my portfolio - stocks that I am still convinced of (e.g. Coke or Nestle) - I will keep these and reduce my respective regional allocation on the ETF side to achieve my desired allocation in total - stock that is a pretty big correlation risk in my po...
by thimplicity
Sat Mar 25, 2017 8:59 am
Forum: Investing - Help with Personal Investments
Topic: From single stock to ETF portfolio
Replies: 3
Views: 400

From single stock to ETF portfolio

Good morning,
as described in my other thread, I will be moving from a single stock portfolio to an ETF portfolio. Are there any recommendation on how to manage the transition, e.g. sell only parts of the stocks over a longer timeframe or just sell all stocks and buy the ETFs?

Thanks!
by thimplicity
Mon Mar 20, 2017 3:16 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio covering the world for an Expat
Replies: 11
Views: 975

Re: Portfolio covering the world for an Expat

Thanks again for all the tips and tricks. I think I will leave the money in Germany that I would have invested in bonds and would have kept as cash (30% of my portfolio). The rest I will move over to the US. Before that I will check whether interactive brokers does allow me to open an account on the...
by thimplicity
Sun Mar 19, 2017 12:24 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio covering the world for an Expat
Replies: 11
Views: 975

Re: Portfolio covering the world for an Expat

Thanks a lot for your input! 1. Most of our money is still in Germany. Do you see any risk (except the costs I have to bring it over) in bringing it all over and invest it? What about currency risks connected to that? I personally do not see the EURO value increasing in the next few years, but who k...
by thimplicity
Sat Mar 18, 2017 8:58 pm
Forum: Investing - Theory, News & General
Topic: Why go with an 80% stock / 20% bond portfolio?
Replies: 360
Views: 33085

Re: Why go with an 80% stock / 20% bond portfolio?

willthrill81 wrote:
thimplicity wrote:I would like to diversify my cash and stock ETF portfolio with bond etf as well.

Which ones would you recommend?


I don't own any bonds personally, but I wouldn't hesitate to recommend Vanguard's Total Bond Market fund, VBTLX.


Thanks, but I am looking for bond ETFs
by thimplicity
Sat Mar 18, 2017 8:06 pm
Forum: Investing - Theory, News & General
Topic: Why go with an 80% stock / 20% bond portfolio?
Replies: 360
Views: 33085

Re: Why go with an 80% stock / 20% bond portfolio?

I would like to diversify my cash and stock ETF portfolio with bond etf as well.

Which ones would you recommend?
by thimplicity
Thu Mar 16, 2017 12:45 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio covering the world for an Expat
Replies: 11
Views: 975

Re: Portfolio covering the world for an Expat

Thanks for all the tips and sorry for my later answers: Desired International allocation for stocks (covered entirely through ETFs) : Europe: 24% North America: 26% Asia: 10% Emerging Markets: 26% Frontier Markets: 4% World Small Caps: 10% Why this particular allocation? I have based this allocation...
by thimplicity
Tue Feb 28, 2017 8:52 am
Forum: Investing - Help with Personal Investments
Topic: Portfolio covering the world for an Expat
Replies: 11
Views: 975

Portfolio covering the world for an Expat

Good morning everybody, as you can guess, I would like to receive your feedback and input on my portfolio concept. I am a German expat in the US for three years in total (2 more) and I would like to invest our money into different assets. Please find the required information given below first: Emerg...