Search found 87 matches

by thibaulthib
Tue Nov 05, 2019 9:34 am
Forum: Personal Investments
Topic: Interactive Brokers app: any way to get an alert when an ETF hits a rebalancing band?
Replies: 10
Views: 502

Re: Interactive Brokers app: any way to get an alert when an ETF hits a rebalancing band?

I don't think alerts can be set for a personal rebalancing band, but one can minimize having to check whether their portfolio is out of balance. First, let's assume portfolio is not out of balance and rebalancing is not necessary. Second, let's assume that things are correlated, so that it is diffi...
by thibaulthib
Tue Nov 05, 2019 2:46 am
Forum: Personal Investments
Topic: Interactive Brokers app: any way to get an alert when an ETF hits a rebalancing band?
Replies: 10
Views: 502

Re: Interactive Brokers app: any way to get an alert when an ETF hits a rebalancing band?

I'm surprised that IB never thought of implementing this kind of alarm/alert... it looks quite basic to me.
by thibaulthib
Mon Nov 04, 2019 11:42 am
Forum: Personal Investments
Topic: Interactive Brokers app: any way to get an alert when an ETF hits a rebalancing band?
Replies: 10
Views: 502

Re: [IBKR] Is it possible to set an alert/alarm when one ETF is reaching a certain "% of market value" ?

Ok, let me clarify: In IBKR app, you can add a column called "% of market value" meaning, you will get the % of your portfolio invested in that given ETF. Example: today I got 3 ETFs: - 1 bonds, where I have 20% - 1 MSCI World Developed countries with 70% - 1 MSCI World EM with 10% This 20/70/10 are...
by thibaulthib
Mon Nov 04, 2019 11:13 am
Forum: Personal Investments
Topic: Interactive Brokers app: any way to get an alert when an ETF hits a rebalancing band?
Replies: 10
Views: 502

Interactive Brokers app: any way to get an alert when an ETF hits a rebalancing band?

Hello all !

Do you know if it is possible with IBKR to set an alert/alarm when one ETF is reaching a certain "% of market value" ?

I can't happen to find...

Thank you!
by thibaulthib
Mon Oct 14, 2019 8:39 am
Forum: Non-US Investing
Topic: LSEETF vs. AEB
Replies: 17
Views: 949

Re: LSEETF vs. AEB

Would it make sense if I'm living and working in Europe, since my currency would be Euro for both salary and what I spend on a daily basis, i.e. my home currency ?
by thibaulthib
Mon Oct 14, 2019 5:13 am
Forum: Non-US Investing
Topic: LSEETF vs. AEB
Replies: 17
Views: 949

Re: LSEETF vs. AEB

Question: I invested 60k euro in IWDA LSE (so USD) in January 2019. I actually converted this 60k from euro to USD back then. Right now, I have 100% on IWDA USD since I live in Singapore. But i don't know where I will end up so, I'm thinking of having 50% of IWDA in euro too. Today, the euro/usd is ...
by thibaulthib
Sun Oct 13, 2019 8:18 pm
Forum: Non-US Investing
Topic: LSEETF vs. AEB
Replies: 17
Views: 949

Re: LSEETF vs. AEB

But is this hedged somehow?
by thibaulthib
Sun Oct 13, 2019 5:27 am
Forum: Non-US Investing
Topic: LSEETF vs. AEB
Replies: 17
Views: 949

Re: LSEETF vs. AEB

Are you saying that if we are paid in EURO, we better invest in IWDA AEB than converting EURO to USD and invest in IWDA LSE?

What are the pros and cons of each?
by thibaulthib
Thu Oct 10, 2019 8:25 pm
Forum: Non-US Investing
Topic: Comparing VWRA with IWDA+EMIM combination
Replies: 21
Views: 2535

Re: Comparing VWRA with IWDA+EMIM combination

Same here : IWDA + EIMI. It's only 2 ETF, very easy to manage :-)
by thibaulthib
Fri Sep 27, 2019 9:19 pm
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

Hi All,

Good news this morning! AGGH has been transferred to IBIS2/XETRA automatically, as well as all my shares.

So I guess the topic is closed :-)
by thibaulthib
Fri Sep 27, 2019 6:43 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

Hi, all is normal at this moment on IBKR, AGGH is showing including price movements. I can get a quotation on the LSE but I didn't try and buy any. DJN You're lucky then! lol! Nothing on my side, the letter "C" before the daily price (which is not moving), and no market data since yesterday. I'm co...
by thibaulthib
Fri Sep 27, 2019 4:06 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

Hello all,

It is the D-Day. So far, AGGH seems closed from IBKR right now, even though still available when we search for the ticker on the LSE...

Second thing I noticed, we can't get any market data anymore.

Is that the same observation from you guys?
by thibaulthib
Wed Sep 25, 2019 9:02 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

Last info I got from IBKR: "You can discard the info you received. Your position is not holding on LSE, but it is multi-listed in different venues and it is tradable in EUR, so your position will not be delisted for sure and you can keep the position. If you want to open new positions on AGGH, then ...
by thibaulthib
Wed Sep 25, 2019 5:04 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

I've called IBKR again today, and now, they are not sure they can transfer the asset from AGGH (LSE) to EUNA (XETRA).

I'm loosing my patience! Three calls in 24h, and I still don't know what is really going to happen!
by thibaulthib
Tue Sep 24, 2019 10:37 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

The only problem seems to be that I cannot access AGGH on the Xetra exchange on IBKR only on LSE. I will have to call them again. At Xetra the ticker is EUNA. Better to search with ISIN (IE00BDBRDM35) because for many ETFs the ticker is different at different exchanges. Right but with IBKR, even th...
by thibaulthib
Tue Sep 24, 2019 9:55 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

Good that Blackrock also recommended you to transfer/purchase AGGH over XETRA too, at least it is consistent with IBKR. Hi, thanks. The only problem seems to be that I cannot access AGGH on the Xetra exchange on IBKR only on LSE. I will have to call them again. One other thing is that SGLU is now s...
by thibaulthib
Tue Sep 24, 2019 8:56 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

Thanks DJN. I'm seriously pissed off too, and got lucky to find this topic 2 days ago because otherwise me and especially my parents (French, paying their taxes in France) would have been screwed by having to pay 30% of tax profit against their will! Good that Blackrock also recommended you to trans...
by thibaulthib
Tue Sep 24, 2019 5:08 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

I just called IBKR, They proposed me to transfer AGGH to one of these 4 exhanges: Borsa Italiana SIX Swiss Exchange/EBS Xetra/IBIS2 Frankurt/FWB2 They confirmed me that on the 27th September, those still holding AGGH via LSE will see their AGGH ETF automatically sold on that date. So beware about th...
by thibaulthib
Mon Sep 23, 2019 7:34 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

That scares me, of not really knowing what is going to happen to my money held into AGGH... lol.

Why are iShares/IBKR not communicating properly to their customers about this decision?
by thibaulthib
Mon Sep 23, 2019 6:52 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

I don't think you need to sell anything. For example, Degiro offers "stock exchange conversion" for a fee. IB probably have something similar. In fact, the other day IB service desk were assuring me that I could buy ETF position on one exchange and sell on another - I'm not sure I believe that yet....
by thibaulthib
Mon Sep 23, 2019 3:58 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

Actually, Vanguard has 2 ETF to replace the AGGH, burt unfortunately only available at the IBIS/XETRA, when using IBKR: VAGE (Distributing): https://americas.vanguard.com/institutional/mvc/detail/etf/overview?portId=9443&assetCode=BOND##overview VAGF (Accumulating): https://americas.vanguard.com/ins...
by thibaulthib
Mon Sep 23, 2019 12:39 am
Forum: Non-US Investing
Topic: Ishares is delisting ETFs from the London stock exchange.
Replies: 32
Views: 3795

Re: Ishares is delisting ETFs from the London stock exchange.

Oooops! So for those owning AGGH under the LSE, it means we need to sell before the 27th september? Onto which market can we buy once the LSE does not propose EUR ETFs bonds anymore? (Knowing that for tax reason, only LSE shall be considered as you know...) So... What is better between Swiss or Xetr...
by thibaulthib
Fri Sep 20, 2019 9:54 am
Forum: Non-US Investing
Topic: Comparing VWRA with IWDA+EMIM combination
Replies: 21
Views: 2535

Re: Comparing VWRA with IWDA+EMIM combination

There are differences in the regional Morningstar sites. In addition some sites (i.e. us one) seem to be undergoing an update. Here is how it works on the .be site: - on the home page there is a tab portfolio. - when you sign in you can make up to 5 portfolio's. A portfolio has a benchmark. - on th...
by thibaulthib
Thu Sep 19, 2019 9:19 pm
Forum: Non-US Investing
Topic: Comparing VWRA with IWDA+EMIM combination
Replies: 21
Views: 2535

Re: Comparing VWRA with IWDA+EMIM combination

Goal of the comparison : determine if it would make sense to replace to replace the often advised IWDA+EMIM combo by the new VWRA. Assumption : 'costs matter" VWRA has a ER of 0,25% the ishares combo 0,20% hence oe would expact the ishares fund to have a slightly higher total return. Methodology : ...
by thibaulthib
Thu Aug 22, 2019 7:29 am
Forum: Non-US Investing
Topic: [wiki] New page on Robo-advisers for non-US investors
Replies: 10
Views: 716

Re: [wiki] New page on Robo-advisers for non-US investors

Great wiki !!

I don't know much either, but here is the whole list of robo advisors in Singapore: https://blog.moneysmart.sg/invest/robo- ... singapore/
by thibaulthib
Thu Aug 22, 2019 2:07 am
Forum: Non-US Investing
Topic: To REIT or not to REIT
Replies: 4
Views: 784

Re: To REIT or not to REIT

REITs ETF are pretty "expensive" ER wise (0.59% if I recall from iShares), and their dividend is not too great either: Example with IWDP: https://www.ishares.com/uk/individual/en/products/251801/ishares-developed-markets-property-yield-ucits-etf WSML (Small caps) has 12% of REITs included, for 0.35%...
by thibaulthib
Sat Aug 17, 2019 2:46 am
Forum: Non-US Investing
Topic: Why should I buy anything outside of the US market?
Replies: 23
Views: 2039

Re: Why should I buy anything outside of the US market?

In my case i was convinced with the US only approach before getting into this forum. However, i do understand better now the diversification aspect based on multiple feedback but still consider the US as a major contributor so i will most probably settle for something in between: 50% of my equities...
by thibaulthib
Fri Aug 16, 2019 9:50 pm
Forum: Non-US Investing
Topic: Why should I buy anything outside of the US market?
Replies: 23
Views: 2039

Re: Why should I buy anything outside of the US market?

I hold IWDA+EIMI+WSML but I also hold VUSD for now because indeed it performs better than IWDA. So right now instead of having 80/10/10 with IWDA/EIMI/WSML, I own 40% IWDA and 40% VUSD. means I really overweight US, so from now onwards I will only add into IWDA, and see how VUSD goes. Not sure it ma...
by thibaulthib
Tue Aug 13, 2019 1:02 am
Forum: Non-US Investing
Topic: Is small caps necessary ?
Replies: 13
Views: 1986

Re: Is small caps necessary ?

Hi BH, Just wondering if small caps should be mandatory in each lazy portfolio (As in WSML), because when looking at the SPDR MSCI World Small Cap (WDSC on the LSE), the annualized return since inception (november 2013) is only 6.75%... Shall we just focus on IWDA + EIMI then ? Not necessary. They ...
by thibaulthib
Fri Aug 09, 2019 12:12 am
Forum: Non-US Investing
Topic: Is small caps necessary ?
Replies: 13
Views: 1986

Re: Is small caps necessary ?

whodidntante wrote:
Thu Aug 08, 2019 11:07 pm
The size premium has been less pronounced in ex-USA markets.
What do you mean?
by thibaulthib
Thu Aug 08, 2019 2:49 am
Forum: Non-US Investing
Topic: Is small caps necessary ?
Replies: 13
Views: 1986

Re: Is small caps necessary ?

Seems that OP is interested in worldwide by market weight accumulating. Vanguard has just launched a single ETF, VWRA that covers roughly 3000 largest companies in the world, based in Ireland. How small is small? Beyond 3000? I have my largest account at the moment in IWDA/EIMI/WSML (started off at...
by thibaulthib
Thu Aug 08, 2019 1:15 am
Forum: Non-US Investing
Topic: Is small caps necessary ?
Replies: 13
Views: 1986

Is small caps necessary ?

Hi BH,

Just wondering if small caps should be mandatory in each lazy portfolio (As in WSML), because when looking at the SPDR MSCI World Small Cap (WDSC on the LSE), the annualized return since inception (november 2013) is only 6.75%...

Shall we just focus on IWDA + EIMI then ?
by thibaulthib
Wed Jul 24, 2019 9:37 am
Forum: Non-US Investing
Topic: [Wiki] New introductory page for Non-US investors - seeking feedback and contributions
Replies: 24
Views: 2116

Re: [Wiki] New introductory page for Non-US investors - seeking feedback and contributions

Welcome DJN! I would also add the below ETFs in the list of available one for NRA: Accumulating ETF: - Xtrackers MSCI World UCITS ETF 1C (USD): https://www.justetf.com/servlet/download?isin=IE00BJ0KDQ92&documentType=MR&country=UK&lang=en - iShares MSCI World EUR Hedged UCITS ETF (EUR Hedged): https:...
by thibaulthib
Wed Jul 24, 2019 9:01 am
Forum: Non-US Investing
Topic: [Wiki] New introductory page for Non-US investors - seeking feedback and contributions
Replies: 24
Views: 2116

Re: [Wiki] New introductory page for Non-US investors - seeking feedback and contributions

Hi DJN, Great Wiki! Not much to say :-) I would add a section for each and every country (whoever knows the answer, to be filled up little-by-little) and its taxation at two different levels: dividend income and capital gain. Probably a table would be the best representation. I would also add a reco...
by thibaulthib
Thu Jul 18, 2019 3:25 am
Forum: Non-US Investing
Topic: [MSCI World ETF USD Acc ETF] SWRD vs IWDA
Replies: 5
Views: 755

Re: [MSCI World ETF USD Acc ETF] SWRD vs IWDA

Hehe thanks DJN,

Another good thing that I see is that it allows to spread the risk among different fund managers:
- VUSD/VUAA on Vanguard (for those who want to overweight the S&P500 a bit)
- SWRD on SPDR
- EIMI and WSML on iShares
by thibaulthib
Thu Jul 18, 2019 3:07 am
Forum: Non-US Investing
Topic: [MSCI World ETF USD Acc ETF] SWRD vs IWDA
Replies: 5
Views: 755

[MSCI World ETF USD Acc ETF] SWRD vs IWDA

Hi BH! Just wanted to check with you, I've been investing in IWDA for quite some time now, but since SWRD has a lower ER of 0.12% instead of 0.20% with IWDA, I'm thinking of moving towards SWRD. However, since it's still a bit young (Maybe some tracking errors? Higher spread? Lower volume for sure),...
by thibaulthib
Fri Jul 12, 2019 6:45 am
Forum: Non-US Investing
Topic: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?
Replies: 13
Views: 1156

Re: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?

Thanks Daniel!

Weird that the below links gives different info then while they both come from HSBC itself: https://www.justetf.com/servlet/downloa ... UK&lang=en
by thibaulthib
Thu Jul 11, 2019 7:21 am
Forum: Non-US Investing
Topic: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?
Replies: 13
Views: 1156

Re: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?

For what it's worth, I have roughly 10% in REITs (of which half in the HSBC ETF, and half in an actively managed UK REIT which I've been invested in for a long time and which I'm happy with). Hi Daniel, From the factsheet, I see that the HSBC one got the below charges on top of the 0.40% of mgt fee...
by thibaulthib
Wed Jul 10, 2019 10:41 am
Forum: Non-US Investing
Topic: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?
Replies: 13
Views: 1156

Re: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?

Thanks Andrew,

Indeed WSML has 11.42% Real Estate, EIMI has 3.60% and IWDA has 3.27%.

That's why I believed 5% of top-up from a proper REITs ETF may be interesting, but as you said, is it a good idea or not... Good question!
by thibaulthib
Wed Jul 10, 2019 9:29 am
Forum: Non-US Investing
Topic: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?
Replies: 13
Views: 1156

Re: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?

Thanks Daniel and Andrew! Funny that the HSBC one (https://www.justetf.com/servlet/download?isin=IE00B5L01S80&documentType=KID&country=UK&lang=en) is not in the following JustETF list: https://www.justetf.com/uk/find-etf.html?assetClass=class-realEstate&groupField=index®ion=World&ls=XLON But I gu...
by thibaulthib
Tue Jul 09, 2019 12:24 pm
Forum: Non-US Investing
Topic: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?
Replies: 13
Views: 1156

Re: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?

Reit stocks are already included of most index (funds). So by adding them double you need to ask yourself if you are diversifying or concentrating your investments. Then choose the fund that best approaches your choice. Agree that there is a bit of REITs in IWDA and WSML, but it still remains very ...
by thibaulthib
Tue Jun 25, 2019 6:50 am
Forum: Non-US Investing
Topic: [REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?
Replies: 13
Views: 1156

[REITs ETFs] iShares REET (NYSE) or iShares IWDP (LSE) for NRA?

Hello BH! In order to diversify slightly more my portfolio, I'm contemplating investing 5% of it into a REIT ETF. Based on the fact that I'm a NRA, I should go for iShares IWDP (LSE): https://www.ishares.com/uk/individual/en/products/251801/ishares-developed-markets-property-yield-ucits-etf However,...
by thibaulthib
Tue Jun 04, 2019 2:58 am
Forum: Investing - Theory, News & General
Topic: What is happening to Palladium?
Replies: 4
Views: 1255

What is happening to Palladium?

Hey BH ! Just curious, what is happening to Palladium? I was taking a look at this commodity on iShares UK and it keeps rising: https://www.ishares.com/uk/individual/en/products/256574/ishares-physical-palladium-etc-fund#chartDialog Just trying to understand what is causing it, even though it took a...
by thibaulthib
Sun May 26, 2019 10:26 pm
Forum: Non-US Investing
Topic: VUAA: new Irish S&P 500 UCITS ETF (Accumulating)
Replies: 9
Views: 1052

Re: VUAA: new Irish S&P 500 UCITS ETF (Accumulating)

Shall we wait that this new ETFs grows up before investing in it?
by thibaulthib
Sat Apr 20, 2019 11:01 pm
Forum: Non-US Investing
Topic: NRA - Greedy about bonds (Global USD AGGG vs North American USD SUAG/IUAA)?
Replies: 4
Views: 713

Re: French living in Singapore - Greedy about bonds (Global USD AGGG vs North American USD SUAG/IUAA)?

current: 64% IWDA + 8% EIMI + 8% WSML + 10% AGGH + 10%AGGG proposed: 64% IWDA + 8% EIMI + 8% WSML + 15% AGGH + 5%AGGG Actually my wish would be: proposed: 64% IWDA + 8% EIMI + 8% WSML + 10% AGGH + 10% SUAG/IUAA I'm also wondering, would it be a good idea to go to? 64% IWDA + 8% EIMI + 8% WSML + 10%...
by thibaulthib
Sat Apr 20, 2019 10:24 pm
Forum: Non-US Investing
Topic: NRA - Greedy about bonds (Global USD AGGG vs North American USD SUAG/IUAA)?
Replies: 4
Views: 713

NRA - Greedy about bonds (Global USD AGGG vs North American USD SUAG/IUAA)?

Hi BH! I need your advise because of my greed about great bonds... lol. French, 29 years old, living and working in Singapore for the past 5 years, and not planning on leaving so soon. I have been able to invest US$ 100,000 in IBKR with the following AA: 20% bonds + 80% stocks. I also have 6 months ...