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@johnstead Is there a personal reason you want to tilt this portfolio towards SRI (socially responsible)? Is there a fundamental reason why you want to tilt towards small cap value? (There are, I just wonder if it’s worthwhile for you) Personally, if there are no personal reasons to not want...

@tastywallet Theres a max of 30% in your 3a that is allowed to be in non-chf. That’s the reason frankly has chf hedged indexes in their 95 extreme index, and probably also the reason many other 3a have a strong home bias. It’s redicoulus imo, especially since it often means that 10% each, so a...