Talk:Simple non-US portfolios

Hi, I am trying to insert a pie chart, I have followed Wiki editorial guidance to no avail. Could someone help and show me how to do it properly. Thanks. --DJN 10:04, 18 August 2019 (UTC)
 * Hi, when I try and insert the image via a google drive, I get a message saying "It was not possible to determine the dimensions of the image. Please verify that the URL you entered is correct". I have inserted the destination into the amended URL. I have the images in PNG and in an excel and in Microsoft pictures.--DJN 14:06, 18 August 2019 (UTC)
 * You insert images by downloading the file to your PC. Then, upload the image with Upload file. The image will create a new page that can be linked from the article. If that does not work, then post the link here and I can work on it. Ensure that permissions are set as "Anyone with a link can view". --LadyGeek 15:37, 18 August 2019 (UTC)
 * Your first attempt was to utilize a Wikipedia template Template:Pie chart, which has not been implemented here. I will attempt to incorporate that template into the wiki. The template is a bit tricky (a good challenge for me). I will post a status when it is ready (or I am unable to implement). --LadyGeek 16:30, 18 August 2019 (UTC)

I have implemented the Pie chart template. I used your simple 2-fund portfolio as an example. --LadyGeek 02:47, 19 August 2019 (UTC)
 * Hi LadyGeek, thanks for implementing that new one! I will certainly try it out now on a new one. Do you want me to substitute the pie charts that I have already made for my new page with your new version? --DJN 03:52, 19 August 2019 (UTC)
 * Hi DJN, The pie chart images have a lot of unused area, which shrink the overall size of the pie chart and make it difficult to read. You can start with a large image, crop out (remove) the unused area, then scale the chart size in the page, e.g. 2 fund non-US portfolio.png . If you are not comfortable editing images, then I would suggest to use the pie charts.
 * The pie charts can not embed the percentages inside the pie slice. However, they may display what you need. Also, they are easy to modify. I have reproduced your simple portfolios in my User page sandbox. Use / modify these pie charts as you wish. It is important to keep the colors consistent across the portfolios - much easier to understand. You are welcome to edit my sandbox page directly. --LadyGeek 14:11, 19 August 2019 (UTC)
 * Hi Ladygeek, thanks for doing that, its neat. I will translate into the coded versions. One thing though I think that I will put the charts into or at least beside a table containing the suggested portfolio for each version with the name and ISIN etc. Do you think I can do that with the pie chart coding version? --DJN 15:13, 19 August 2019 (UTC)
 * Yes, of course. I have copied an example from the Canadian wiki into my sandbox page. Having a pie chart alongside the table will go a very long way towards helping investors understand the concept.
 * Additionally, I have removed "fund" from the pie chart legends. It is not necessary when combined with the table ("fund" is clearly intended) and it will help the legend text fit within the pie chart area. --LadyGeek 18:19, 19 August 2019 (UTC)

I have received some comments on the draft page from posters and I have amended and expanded the page, I have also asked for comments on the twin page: Complex Portfolios (really just a FYI page) and I think that it would be right now to move both pages to the main Wiki. I will amend both of these if any further comments are received. The pages should also be linked from the page: Building a non-US Boglehead portfolio, I have inserted positions in that page for the links. Thanks in advance. --DJN 06:35, 20 August 2019 (UTC)
 * ✅I have moved both pages to the main wiki, added categories, templates, etc. I changed the page title to clarify these are non-US portfolios, i.e. Simple non-US portfolios and Complex non-US portfolios. The template Under construction can remain until you are confident the material has sufficiently matured. I have also modified the navigation template, Template:Non-US domiciles, to split the US excluded groups. If the grouping is not correct, please edit the template directly (or post here with your corrections). --LadyGeek 02:07, 21 August 2019 (UTC)
 * The main text of the "Building a non-US Bogleheads portfolio" section where the Simple Portfolio page originates includes a selection of funds including VWRA as an option for equities. The suggested portfolio in the Simple Portfolio is an iShares version using the MSCI global index. There is nothing to stop someone using the FTSE version with Vanguard.--DJN 13:17, 17 May 2020 (UTC)
 * Sorry, I don't understand your question. If there is something to correct, can you please provide more details? --LadyGeek 01:47, 18 May 2020 (UTC)
 * Its not a question its a comment on a recent feedback post: 12:10, 17 May 2020 LadyGeek (talk | contribs) marked feedback post #05c8878... as useful on Simple non-US portfolios. The information that the poster wanted to access is already on the Building a Boglehead etc page.--DJN 09:56, 18 May 2020 (UTC)

Hi. I think that in the latest revision to the Simple Portfolio section, it is not right to show some UCITS bond funds as being restricted to non-EU investors, I believe that you are trying to show what is suitable for non-EU investors but that shouldn't preclude EU investors. IGLA and VAGU are ok for EU investors? Maybe amend the row titles to show what is suitable for non-EU as a subheading? --DJN 11:10, 13 September 2020 (UTC)
 * Noted. I've updated the page slightly to try to indicate that EU investors can use anything here. The aim of the original change was so that non-EU investors are not pointed toward EUR-hedged bond funds, but instead towards unhedged (or maybe USD-hedged). Showing this in a table is fiddly though; this is one area where the Boglebot shows results much better than a static wiki page. --TedSwippet 11:54, 13 September 2020 (UTC)