Search found 6 matches

by justanordinary
Wed May 19, 2021 12:45 am
Forum: Non-US Investing
Topic: How would you replicate the US Total Bond Market in South Korea?
Replies: 2
Views: 1181

Re: How would you replicate the US Total Bond Market in South Korea?

galeno wrote: Tue May 18, 2021 8:08 am 60% VWRD + 40% SUAG*

*SUAG is the UCITS equivalent of BND a/o AGG. But it costs 0.25%.

Better is 60% VWRD + 20% VDTY + 20% VDCP.

50% VDTY + 50% VDCP costs 0.08%. And NO MBS.
Thanks for the advice!!!
by justanordinary
Tue May 18, 2021 12:13 am
Forum: Non-US Investing
Topic: How would you replicate the US Total Bond Market in South Korea?
Replies: 2
Views: 1181

How would you replicate the US Total Bond Market in South Korea?

Hello friends? Hope you all are having a merry day. Thanks again for your kind and insightful advices on my previous posting. But please indulge me for a moment as I seek your guidance on a related matter. How would you replicate the US Total Bond Market in South Korea?(in order to emulate 60/40 or ...
by justanordinary
Mon May 17, 2021 9:44 am
Forum: Non-US Investing
Topic: A viable replacement for US TIPS in a risk parity portfolio?(South Korea)
Replies: 7
Views: 1007

Re: A viable replacement for US TIPS in a risk parity portfolio?(South Korea)

You don't need TIPS. KISS. If you like the idea of an "all weather port". Do this instead. 25% VWRD (world equities) 25% AGGG (world bonds) 25% CASH 25% SGLN (gold) a/o ICOM (commodities). The OP is a repackaged Harry Browne portfolio. Just a lot more complicated. Old tires with fancy exp...
by justanordinary
Mon May 17, 2021 9:22 am
Forum: Non-US Investing
Topic: A viable replacement for US TIPS in a risk parity portfolio?(South Korea)
Replies: 7
Views: 1007

Re: A viable replacement for US TIPS in a risk parity portfolio?(South Korea)

Since the availability of inflation-linked assets in the Korean pension fund market is the limiting factor here, it would be helpful if you could share the list of the assets available in your pension fund, or at least disclose what kind of options it provides roughly. Does your pension fund have e...
by justanordinary
Mon May 17, 2021 8:17 am
Forum: Non-US Investing
Topic: A viable replacement for US TIPS in a risk parity portfolio?(South Korea)
Replies: 7
Views: 1007

Re: A viable replacement for US TIPS in a risk parity portfolio?(South Korea)

As a South Korean you wouldn't want to buy TIPS, those are really only for people living in America. You should buy KTBi. Are those not available to retail investors? Thanks for the input. Unfortunately, both KTBi and TIPS are not available for South Korean individual pension accounts. So South Kor...
by justanordinary
Mon May 17, 2021 4:30 am
Forum: Non-US Investing
Topic: A viable replacement for US TIPS in a risk parity portfolio?(South Korea)
Replies: 7
Views: 1007

A viable replacement for US TIPS in a risk parity portfolio?(South Korea)

Hello friends, I am a novice to this scene, so please forgive my lack of in-depth knowledge on the subjects or customs of the forum. I would deeply appreciate any guidance or advices. My question is, what asset would be a viable replacement for TIPS in a risk parity portfolio? I was considering sett...