Hi Everyone,
As end of the year break is in full swing, I took the chance to reorganize and consolidate my investments, which I felt were a bit too scattered. I have come up with the below portfolio of ETFs.
I wanted to pass it through the community for a sanity check and any feedback or suggestions.
Just for context:
ETF
Link
Curr
TER
Total allocation
ISHARES MSCI WORLD SRI-CHFHD (dist)
https://www.ishares.com/ch/individual/en/products/316040/ishares-msci-world-sri-ucits-etf
CHF
0.24
35%
VT
https://investor.vanguard.com/investment-products/etfs/profile/vt
USD
0.07
25%
Vanguard Small-Cap Value ETF
https://investor.vanguard.com/investment-products/etfs/profile/vbr
USD
0.07
8%
VANGUARD FTSE ALL WO X-US SC (VSS)
https://investor.vanguard.com/investment-products/etfs/profile/vss
CHF
0.07
3%
UBS ETF (CH) MSCI Switzerland IMI Socially Responsible (CHF) A-dis
https://www.justetf.com/en/etf-profile.html?isin=CH0368190739
CHF
0.28
10%
ISHARES CORE CHF CORP BD CH
https://www.ishares.com/ch/individual/en/products/261150/ishares-chf-corporate-bond-ch-fund
CHF
0.15%
10%
iShares Swiss Domestic Government Bond 7-15 (CH)
https://www.justetf.com/en/etf-profile.html?isin=CH0016999861
CHF
0.15
5%
L&G Longer Dated All Commodities UCITS ETF
https://www.justetf.com/en/etf-profile.html?isin=IE00B4WPHX27
USD
0.3
5%
Do you have suggestion/opinion?
As end of the year break is in full swing, I took the chance to reorganize and consolidate my investments, which I felt were a bit too scattered. I have come up with the below portfolio of ETFs.
I wanted to pass it through the community for a sanity check and any feedback or suggestions.
Just for context:
- Me: M(34)
- Time horizon: Long term
- Amount invested as of now: CHF 100K
- Annual investments planned: CHF 40K
- CHF in the medium term will continue to gain value against the EUR and USD, hence the currency hedging.
- The US stock market will continue to outperform other developed markets in the long term, hence the high weight of US assets in the portfolio.
ETF
Link
Curr
TER
Total allocation
ISHARES MSCI WORLD SRI-CHFHD (dist)
https://www.ishares.com/ch/individual/en/products/316040/ishares-msci-world-sri-ucits-etf
CHF
0.24
35%
VT
https://investor.vanguard.com/investment-products/etfs/profile/vt
USD
0.07
25%
Vanguard Small-Cap Value ETF
https://investor.vanguard.com/investment-products/etfs/profile/vbr
USD
0.07
8%
VANGUARD FTSE ALL WO X-US SC (VSS)
https://investor.vanguard.com/investment-products/etfs/profile/vss
CHF
0.07
3%
UBS ETF (CH) MSCI Switzerland IMI Socially Responsible (CHF) A-dis
https://www.justetf.com/en/etf-profile.html?isin=CH0368190739
CHF
0.28
10%
ISHARES CORE CHF CORP BD CH
https://www.ishares.com/ch/individual/en/products/261150/ishares-chf-corporate-bond-ch-fund
CHF
0.15%
10%
iShares Swiss Domestic Government Bond 7-15 (CH)
https://www.justetf.com/en/etf-profile.html?isin=CH0016999861
CHF
0.15
5%
L&G Longer Dated All Commodities UCITS ETF
https://www.justetf.com/en/etf-profile.html?isin=IE00B4WPHX27
USD
0.3
5%
Do you have suggestion/opinion?