Search found 11 matches

by c-strong
Sun Oct 18, 2020 7:35 am
Forum: Non-US Investing
Topic: commodities funds (UK)
Replies: 6
Views: 1060

Re: commodities funds (UK)

I looked at commodities ETFs recently. I decided against allocating to commodities in the end, but the ETFs I looked at were CMOP (0.19% TER) and BCOG (0.15% TER), both of which looked like decent options.
by c-strong
Sun Oct 18, 2020 7:32 am
Forum: Non-US Investing
Topic: FF Factor based Quant ETFs
Replies: 4
Views: 1140

Re: FF Factor based Quant ETFs

I did a factor regression on HWWA a while back. I don’t remember the details but it’s basically a quality/large cap blend fund masquerading as a multi-factor fund. JPLG looks good but isn’t available with my broker (HL). I think DFA funds are available but only through advisers. This has been the ca...
by c-strong
Wed Sep 09, 2020 11:37 am
Forum: Non-US Investing
Topic: UK SIPP Pension Freedom age raised to 57 - How does it affect your plan
Replies: 10
Views: 763

Re: UK SIPP Pension Freedom age raised to 57 - How does it affect your plan

Wow, I was not even aware of that. This makes me concerned about what age it will be when i retire in 2-3 decades (hopefully 2 if all goes well). Last 10 years they increased pension age for SIPP by 7 years. :annoyed not looking good. Doesn't change anything for me right now though. My pensions are...
by c-strong
Tue Sep 08, 2020 4:06 pm
Forum: Non-US Investing
Topic: Any ex-US world ETF
Replies: 23
Views: 2776

Re: Any ex-US world ETF

But back to my original question. How to effectively get exposure to world-ex-US using the lowest number of funds as possible domiciled in Ireland or Luxembourg? One idea is developed Europe + developed APAC + emerging markets but ideally one fund covering whole world but doesn’t include US would b...
by c-strong
Tue Sep 08, 2020 3:56 pm
Forum: Non-US Investing
Topic: Investment, where should I begin? [UK]
Replies: 13
Views: 653

Re: Investment, where should I begin? [UK]

A global index tracker is a great idea - it’s really simple and at your age you can comfortably be 100% invested in equities (no bonds) provided you’re aware that you will experience some major market volatility at times (e.g. this March). Just keep invested and keep making regular contributions and...
by c-strong
Tue Sep 01, 2020 5:08 pm
Forum: Non-US Investing
Topic: How to determine the dividend yield for accumulating ETFs?
Replies: 8
Views: 706

Re: How to determine the dividend yield for accumulating ETFs?

The easiest way to find a dividend yield for an accumulating ETF is to look it up on Morningstar, which gives the dividend yield in the Portfolio tab, e.g.: https://www.morningstar.co.uk/uk/etf/snapshot/snapshot.aspx?id=0P0000LZYG&tab=3&InvestmentType=FE You have to set up an account, but it...
by c-strong
Fri Aug 21, 2020 1:53 pm
Forum: Investing - Theory, News & General
Topic: Tilting to International
Replies: 178
Views: 14741

Re: Tilting to International

To those who argue that the last 120 years of investment returns (which produced 6.5% real for US equities and 5% real for world equities) means that US equities have higher expected returns than ex-US equities: It is now trivially easy for global investors to invest in the equities of any major cou...
by c-strong
Fri Aug 21, 2020 12:56 pm
Forum: Investing - Theory, News & General
Topic: Tilting to International
Replies: 178
Views: 14741

Re: Tilting to International

Incidentally, it isn’t just Vanguard, it’s also Morningstar, Blackrock, Research Affiliates, UBS, JP Morgan, PIMCO... although the actual numbers vary, they all forecast US to underperform ex-US developed over the next ten years. JP Morgan actually says the opposite: https://markets.businessinsider...
by c-strong
Thu Aug 20, 2020 3:01 pm
Forum: Investing - Theory, News & General
Topic: When comparing CAPEs of different countries, aren't you comparing apples to oranges?
Replies: 21
Views: 917

Re: When comparing CAPEs of different countries, aren't you comparing apples to oranges?

One thing I don't understand is that people investing large sums of money in the stock market are pretty smart, and this data on CAPE is widely known. So if it's just a question that lower CAPEs (relative to historical averages say) forecast higher likely returns, why are these smart people continu...
by c-strong
Thu Aug 20, 2020 2:39 pm
Forum: Investing - Theory, News & General
Topic: Tilting to International
Replies: 178
Views: 14741

Re: Tilting to International

The vanguard outlook has international outperforming U.S for the next 10 years, would it be worth tilting to international? Is anyone else doing this? No one knows nothing, including Vanguard! I learned a long time ago that reading forecast and other predictions was a complete waste of time. Tune o...
by c-strong
Sun Aug 02, 2020 4:19 pm
Forum: Investing - Theory, News & General
Topic: Any interest in concise guide to HEDGEFUNDIE 3x Leveraged ETF Excellent Adventure?
Replies: 128
Views: 11892

Re: Any interest in concise guide to HEDGEFUNDIE 3x Leveraged ETF Excellent Adventure?

I'd find a concise summary extremely valuable. While I find Hedgefundie's done a tremendous job clearly articulating the strategy, its primary critiques and grounded rebuttals to them, this is a complex enough topic for less sophisticated investors that even just having a second summary in someone ...