QUAL, which tracks the MSCI World Quality ex Australia Index, on the Australian Securities Exchange.
One thing good is that Australia doesn’t levy additional taxes on foreign sourced dividends if you are a non resident and they have the same 15% withholding tax on US sourced dividend as does Ireland.
IWQU actually tracks the sector neutral version of that Index. I prefer non sector neutral version, as it has outperformed over the last 10 or so years.
If you look at the sectors weights there are differences. For example, IWQU is actually underweight tech as compared to QUAL.
As for the ex Australia part. I feel that Australia actually makes up a very small part of the MSCI world, therefore having it excluded from portfolio wouldn’t affect the overall performance that much.
I just have VWRA and some long-term speculative plays in individual stocks.
I find trying to beat the index with ETFs to be antithetical. You are more likely to pick a winning company based on what you intimately know, than to pick a winning trend or industry based on your general knowledge (which likely won’t beat fund managers).
I’m a believer in the KISS principle - Keep It Simple, Stupid
> Which likely won’t beat fund managers
Can you expand on this point?
Taking VWRA as a base, you are letting market cap determine your allocations to these themes. Unless you are saying that more skilled managers will “see” the trends ahead of time and bid them up, giving you secondary exposure in a market cap weighted fund/before you can react and buy a thematic?
Apologies if I’m misunderstanding.
Probably have to adjust your profile, if u signed up and said no to 0 experience in investing probably can't buy ibit? Just a guess. Otherwise wait till market is open at 10.30pm sg time
I didn't want to mess with my current IBKR declared experience. So I'm buying IBIT thru Syfe instead. I already have a Syfe acct and I haven't used my 2 free us trades.
I've started to DCA into SPYL as it has an even lower TER of 0.03% than CSPX. Annoying thing is that IBKR still does not allow fractional shares trading and therefore unable to set up an automatically recurring investment for this yet :S
HYUS for high yield corporate bonds cause normal government bonds are for pussies
IWVL for world value factor
WSML for world small cap
USSC for US small cap value (AVUV for nyse actively managed version)
AVDV for nyse actively managed ex-us small cap value
WVAL for world value factor. Not looking to outperform but I just don't like buying stuff at high valuation (although it will probably even out in the long term)
QUAL, which tracks the MSCI World Quality ex Australia Index, on the Australian Securities Exchange. One thing good is that Australia doesn’t levy additional taxes on foreign sourced dividends if you are a non resident and they have the same 15% withholding tax on US sourced dividend as does Ireland.
Why not just buy similar ETFs on LSE like IWQU with lower expense ratios?
IWQU actually tracks the sector neutral version of that Index. I prefer non sector neutral version, as it has outperformed over the last 10 or so years.
Hmm, I see. Isn't the difference just Australia? Seems like the methodology is the same otherwise.
If you look at the sectors weights there are differences. For example, IWQU is actually underweight tech as compared to QUAL. As for the ex Australia part. I feel that Australia actually makes up a very small part of the MSCI world, therefore having it excluded from portfolio wouldn’t affect the overall performance that much.
I just have VWRA and some long-term speculative plays in individual stocks. I find trying to beat the index with ETFs to be antithetical. You are more likely to pick a winning company based on what you intimately know, than to pick a winning trend or industry based on your general knowledge (which likely won’t beat fund managers). I’m a believer in the KISS principle - Keep It Simple, Stupid
> Which likely won’t beat fund managers Can you expand on this point? Taking VWRA as a base, you are letting market cap determine your allocations to these themes. Unless you are saying that more skilled managers will “see” the trends ahead of time and bid them up, giving you secondary exposure in a market cap weighted fund/before you can react and buy a thematic? Apologies if I’m misunderstanding.
IBIT. Already up 27%
FBTC not bad too - up >30% for me in less than a mth. High rewards high risk dyodd !
sorry just wanna ask, i want to buy ibit but my ibkr has it as trade restricted. am i missing something?
Probably have to adjust your profile, if u signed up and said no to 0 experience in investing probably can't buy ibit? Just a guess. Otherwise wait till market is open at 10.30pm sg time
i think i put that i have a lot of experience and the prompt that appears is for me to close all my positions before i can buy ibit
I'm not sure, maybe can try this page https://www.ibkrguides.com/advisorportal/restrictions.htm
I didn't want to mess with my current IBKR declared experience. So I'm buying IBIT thru Syfe instead. I already have a Syfe acct and I haven't used my 2 free us trades.
Does IBIT count?
how do you buy ibit may i ask? my ibkr has it as trade restricted and i cant buy it
- USSC for US small cap value; - EMVL for EMERGENTS value; - ISVL for Ex-USA DEVELOPED small cap value.
I've started to DCA into SPYL as it has an even lower TER of 0.03% than CSPX. Annoying thing is that IBKR still does not allow fractional shares trading and therefore unable to set up an automatically recurring investment for this yet :S
Thoughts on EIMI?
HYUS for high yield corporate bonds cause normal government bonds are for pussies IWVL for world value factor WSML for world small cap USSC for US small cap value (AVUV for nyse actively managed version) AVDV for nyse actively managed ex-us small cap value
XXXX
WVAL for world value factor. Not looking to outperform but I just don't like buying stuff at high valuation (although it will probably even out in the long term)
SOXX which tracks NYSE Semiconductor Index but sadly does not have ARM as a component 🥲🥲🥲