Search found 15 matches

by marinero
Sat Oct 12, 2019 3:47 am
Forum: Non-US Investing
Topic: LSEETF vs. AEB
Replies: 17
Views: 1484

Re: LSEETF vs. AEB

You'd prefer the USD version even though my base currency is EUR on IB?

(thanks for your answer)
by marinero
Sat Oct 12, 2019 3:15 am
Forum: Non-US Investing
Topic: LSEETF vs. AEB
Replies: 17
Views: 1484

LSEETF vs. AEB

I am looking to setup the following portfolio: * 10% EMIM: iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) * 70% IWDA: iShares Core MSCI World UCITS ETF USD (Acc) * 20% AGGH: iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) I am an EU national, with money in Euro, but currently l...
by marinero
Sun Sep 08, 2019 9:25 am
Forum: Non-US Investing
Topic: fund size query
Replies: 5
Views: 547

Re: fund size query

Hi, thanks DJN for the links. I went through them but the question remains. Is a 300m ETF fund considered risky due to small size? . And a small clarification... while I am a UK tax resident, my savings are in EURO as I used to live in Europe until 5 years ago, therefore looking for EURO products. C...
by marinero
Sun Sep 08, 2019 6:23 am
Forum: Non-US Investing
Topic: fund size query
Replies: 5
Views: 547

fund size query

Hi bogleheads, There are two ETF i'm looking into: 1) IWDA - iShares Core MSCI World ACC - which has 16,000 million under management and 0.20% TER 2) VDEV - Vanguard FTSE Developed World UCITS ETF DIST- which has 300 million under management and 0.18% TER The first one is accumulating which as a UK ...
by marinero
Sat Sep 07, 2019 12:04 pm
Forum: Non-US Investing
Topic: UK tax question
Replies: 3
Views: 355

Re: UK tax question

Thanks for all the information!!! It's disappointing that the ETFs I prefer have half the costs yet I'll be saddled with this paperwork of figuring out every year manually the dividends and in the future capital gains. So, in general, do UK investors avoid accumulation ETFs when they are outside ISA...
by marinero
Sat Sep 07, 2019 6:57 am
Forum: Non-US Investing
Topic: UK tax question
Replies: 3
Views: 355

UK tax question

Hello bogleheads, I am about to start investing a sizable sum via Interactive Brokers or Degiro. The ETFs I am interested in are accumulating rather than distributing. They are at about 0.18% ETR while similar distributing ones are at 0.50%. I was wondering what UK taxpayers do with accumulating ETF...
by marinero
Tue Sep 03, 2019 8:26 am
Forum: Non-US Investing
Topic: [EU|UK] Please review my portfolio
Replies: 9
Views: 691

Re: [EU|UK] Please review my portfolio

The "Vanguard FTSE Global All Cap" is a great fund but my money is in EUR and I think this is sold in GBP only.

Am I wrong?
by marinero
Tue Sep 03, 2019 3:50 am
Forum: Non-US Investing
Topic: [EU|UK] Please review my portfolio
Replies: 9
Views: 691

Re: [EU|UK] Please review my portfolio

Thanks for your answers all. What you say actuallyxy makes sense and I had a quick look now into the equivalent funds with iShares with Accumulation vs. Distribution and it's quite a different story. Say for example I wanted to replace the IWDA: iShares Core MSCI World UCITS ETF USD (Acc) with a dis...
by marinero
Mon Sep 02, 2019 3:59 pm
Forum: Non-US Investing
Topic: [EU|UK] Please review my portfolio
Replies: 9
Views: 691

[EU|UK] Please review my portfolio

Country of Residence: UK International Lifestyle: Greek national. Plan to move back to EU at some point. Currency: EUR Emergency funds: 6 months Debt: None Age: 40 Desired Asset allocation: 80% stocks / 20% bonds Desired allocation to stocks outside your of country of residence: not sure what this ...
by marinero
Mon Sep 02, 2019 11:36 am
Forum: Non-US Investing
Topic: safety of brokers
Replies: 9
Views: 889

Re: safety of brokers

Thanks for your prompt reply fellow Boglehead :). so i guess you're happy with Degiro so far, right? I signed up to a custody account over the weekend and I am waiting for approval. I also signed up with Interactive Brokers, for comparison. What I heard about IB is that there are better research too...
by marinero
Mon Sep 02, 2019 10:19 am
Forum: Non-US Investing
Topic: safety of brokers
Replies: 9
Views: 889

safety of brokers

Hi Bogleheads, I am thinking of using one of the low-cost pan-european brokers (Degiro / Interactive Brokers) to invest about 1m EUR over 18 months. If I buy Vanguard or iShare ETFs through a broker apart from market and currency risk, do I also have the risk of the broker collapsing? Do I depend on...
by marinero
Sun Sep 01, 2019 6:16 pm
Forum: Non-US Investing
Topic: stocks portfolio: how many parts?
Replies: 9
Views: 985

stocks portfolio: how many parts?

Hi bogleheads, I want to invest my cash reserves and I have concluded that the distribution will be 80% stocks and 20% bonds. I have been looking into the stocks part and I've read about the lazy portfolio (3-fund portfolio) and the analogous for equivalent for non-US investors: https://www.boglehea...
by marinero
Tue Aug 06, 2019 6:39 am
Forum: Non-US Investing
Topic: Sterling or Euro dilemma
Replies: 8
Views: 520

Re: Sterling or Euro dilemma

You can assume that tax is not an issue because in the UK we have a thing called an ISA which is a tax-free wrapper in which you can put 20k a year and it's shielded from the taxman.
by marinero
Tue Aug 06, 2019 6:07 am
Forum: Non-US Investing
Topic: Sterling or Euro dilemma
Replies: 8
Views: 520

Re: Sterling or Euro dilemma

Sure, that's a way of spreading risk, but would you do sterling investments at all if you had the option?
by marinero
Tue Aug 06, 2019 5:30 am
Forum: Non-US Investing
Topic: Sterling or Euro dilemma
Replies: 8
Views: 520

Sterling or Euro dilemma

Hi, for brevity I won't go into the details of why, but jump right into my dilemma. I have the option to choose one of the following: A) Invest 50K Sterling buying up something like LifeStrategy® 80% Equity Fund - Accumulation OR B) invest 55K EURO (same amount as before, only in EURO) in a Vanguard...