VWRA+WSML: The complete global growth portfolio?

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MoRS76
Posts: 14
Joined: Wed Nov 13, 2019 5:35 am

VWRA+WSML: The complete global growth portfolio?

Post by MoRS76 »

Do you really need any other funds for a globally diversified growth portfolio? 80% VWRA / 20% WSML

VWRA holdings:
Global Large + Mid Cap Equity
58% US / 17% Europe / 12% Pacific / EM 11%

WSML holdings:
Global Developed Small Cap Equity
59% US / 41% Int'l
Genghis
Posts: 79
Joined: Fri Jun 26, 2020 6:53 am

Re: VWRA+WSML: The complete global growth portfolio?

Post by Genghis »

As I’ve posted recently elsewhere, there’s a bit of overlap at the bottom end between FTSE All World (0-90/95% investable universe) and MSCI World Small Cap (85-99%).
Topic Author
MoRS76
Posts: 14
Joined: Wed Nov 13, 2019 5:35 am

Re: VWRA+WSML: The complete global growth portfolio?

Post by MoRS76 »

Thank you. What do the figures you shared represent exactly? Not familiar with these ranges.
Topic Author
MoRS76
Posts: 14
Joined: Wed Nov 13, 2019 5:35 am

Re: VWRA+WSML: The complete global growth portfolio?

Post by MoRS76 »

Nevermind I just saw your other post. Makes sense. Thx
glorat
Posts: 906
Joined: Thu Apr 18, 2019 2:17 am

Re: VWRA+WSML: The complete global growth portfolio?

Post by glorat »

MoRS76 wrote: Sun Jun 13, 2021 2:11 am Do you really need any other funds for a globally diversified growth portfolio? 80% VWRA / 20% WSML
As mentioned, trying to mix a FTSE index with an MSCI index will have unintended consequences. For this fuller world, stick with the MSCI index so you can combine
IWDA/EIMI/WSML

under the current day correct proportions.
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