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@ronasc I suppose you refer to their custody fees. Well, I pay them :-), deduct these costs from on my tax returns hoping that I save some taxes.

@s1a1om I used ChatGPT to scrape the data from the PDFs and R to do the analyses.

@quant As I said above, unfortunately, Neon is only available to people who have Tax liabilities exclusively in Switzerland. While my unlimited tax liability is here in Switzerland, I am eligible for partial tax liability (property tax at my EU-country). I have contacted Neon to double check...

@hailsatan420 I can try to explain. I really want to keep it simple and buy only VWRL on IBKR. As I said I have a demo account and the following is my experience. I search for "VWRL" using the search function and I am immediately presented with the following options: VWRL VANG FTSE AW USDD...

@s1a1om Thank you for your kind words. However, data analysis and actual financial knowledge are two different things imo. I like to do my research in every new field I get into but the reality is that I am not even scratching the surface. Experts are experts in a field for a reason...

Hey everyone, I have been looking into the new Finpension Wealth management product. My investment strategy is "Buy and Hold". An initial large lump sum and then yearly smaller deposits. I am well aware after reading blogs and posts on the internet of the general consensus that the best...