Global ETF Portfolio
Posted: December 5th, 2016, 10:13 pm
Hello again
I wanted to test out my planned Global ETF Portfolio. It's based broadly on Tim Hales Global Tilt portfolio. I'm struggling with formatting it as a table, but here goes;
S&P 500 ETF Vanguard VUSA 25%
Developed Europe ex UK ETF Vanguard VERX 7%
FTSE Mid Vanguard ETF VMID 8%
FTSE 100 ETF Vanguard VUKE 7%
Developed Asia ex Japan ETF Vanguard VAPX 4%
Japan ETF Vanguard VJPN 4%
Emerging Markets ETF Vanguard VFEM 15%
Global Value Factor ETF Vanguard VVAL 15%
F & C Global Small Companies IT 15%
As I said on a post on the fool forum I am struggling with the last one, an alternative was offered of VVAL but this would mean having 30% of my portfolio in one fairly risky ETF.
This portfolio has an average yield of 2.02% and average cost of 0.25% (this is bumped up by the F&C IT with a charge of 0.85%)
I have seen reference to the tax status of some ETFs (possibly US ones?) but I don't fully understand it and, as this is to be held in a SIPP, I'd appreciate if anyone can shed light on that point?
I wanted to test out my planned Global ETF Portfolio. It's based broadly on Tim Hales Global Tilt portfolio. I'm struggling with formatting it as a table, but here goes;
S&P 500 ETF Vanguard VUSA 25%
Developed Europe ex UK ETF Vanguard VERX 7%
FTSE Mid Vanguard ETF VMID 8%
FTSE 100 ETF Vanguard VUKE 7%
Developed Asia ex Japan ETF Vanguard VAPX 4%
Japan ETF Vanguard VJPN 4%
Emerging Markets ETF Vanguard VFEM 15%
Global Value Factor ETF Vanguard VVAL 15%
F & C Global Small Companies IT 15%
As I said on a post on the fool forum I am struggling with the last one, an alternative was offered of VVAL but this would mean having 30% of my portfolio in one fairly risky ETF.
This portfolio has an average yield of 2.02% and average cost of 0.25% (this is bumped up by the F&C IT with a charge of 0.85%)
I have seen reference to the tax status of some ETFs (possibly US ones?) but I don't fully understand it and, as this is to be held in a SIPP, I'd appreciate if anyone can shed light on that point?