u/Left-Meringue-3077

All world ETF for global diversification

Hi Folks,

I am planning to have some global exposure (10%) and was thinking of VWRA. Has anyone experience with this ETF? Wanted to know your thoughts.

This is a UCITS so no inheritance tax.

I am slightly worried about US future dominance (I could be wrong), so this would give me 50-60% US exposure while getting some exposure from other countries as well.

The returns are lesser than the S&P and NASDAQ but I feel it would be more stable.

Is my thought process correct or this is too much diversification.

My risk appetite is moderate and I am planning to have around 10% of my SIP to this. I already have a NASDAQ 100 SIP going on but can not increase the amount due to the limit.

The investment horizon is long term only as this all fund is about achieving FIRE corpus.

Happy to hear your thoughts.

Thanks

reddit.com
u/Left-Meringue-3077 — 1 day ago

All world ETF for global diversification

Hi Folks,

I am planning to have some global exposure (10%) and was thinking of VWRA. Has anyone experience with this ETF? Wanted to know your thoughts.

This is a UCITS so no inheritance tax.

I am slightly worried about US future dominance (I could be wrong), so this would give me 50-60% US exposure while getting some exposure from other countries as well.

The returns are lesser than the S&P and NASDAQ but I feel it would be more stable.

Is my thought process correct or this is too much diversification.

My risk appetite is moderate and I am planning to have around 10% of my SIP to this. I already have a NASDAQ 100 SIP going on but can not increase the amount due to the limit.

The investment horizon is long term only as this all fund is about achieving FIRE corpus.

Happy to hear your thoughts.

Thanks

reddit.com
u/Left-Meringue-3077 — 1 day ago

All world ETF for global diversification

Hi Folks,

I am planning to have some global exposure (10%) and was thinking of VWRA. Has anyone experience with this ETF? Wanted to know your thoughts.

  • This is a UCITS so no inheritance tax.
  • I am slightly worried about US future dominance (I could be wrong), so this would give me 50-60% US exposure while getting some exposure from other countries as well.
  • The returns are lesser than the S&P and NASDAQ but I feel it would be more stable.

Is my thought process correct or this is too much diversification.

My risk appetite is moderate and I am planning to have around 10% of my SIP to this. I already have a NASDAQ 100 SIP going on but can not increase the amount due to the limit.

The investment horizon is long term only as this all fund is about achieving FIRE corpus.

Happy to hear your thoughts.

Thanks

reddit.com
u/Left-Meringue-3077 — 1 day ago

Hi Folks,

After waiting for 2-3 years, I finally gave up on international mutual funds (and RBI limit) and opened a IBKR account. Being a beginner, I want to understand from the community that what are they investing in for long term.

My risk profile is moderate.

I already have 30k SIP in ICICI NASDAQ 100 mutual fund (somehow I was able to get in).

I want to increase my global exposure to ~15%

My horizon is long term and it is primarily for my building my FIRE corpus.

I am primarily looking for ETFs which people are investing. I also do not want to take too many risky bets as all the tech, US, and semiconductor market is all time high.

Thanks

reddit.com
u/Left-Meringue-3077 — 16 days ago

Hi Folks,

After waiting for 2-3 years, I finally gave up on international mutual funds (and RBI limit) and opened a IBKR account. Being a beginner, I want to understand from the community that what are they investing in for long term.

My risk profile is moderate.

I already have 30k SIP in ICICI NASDAQ 100 mutual fund (somehow I was able to get in).

I want to increase my global exposure to ~15%

My horizon is long term and it is primarily for my building my FIRE corpus.

I am primarily looking for ETFs which people are investing. I also do not want to take too many risky bets as all the tech, US, and semiconductor market is all time high.

Thanks

reddit.com
u/Left-Meringue-3077 — 16 days ago

Hi Folks,

After waiting for 2-3 years, I finally gave up on international mutual funds (and RBI limit) and opened a IBKR account. Being a beginner, I want to understand from the community that what are they investing in for long term.

My risk profile is moderate.
I already have 30k SIP in ICICI NASDAQ 100 mutual fund (somehow I was able to get in).

I want to increase my global exposure to ~15%

My horizon is long term and it is primarily for my building my FIRE corpus.

I am primarily looking for ETFs which people are investing. I also do not want to take too many risky bets as all the tech, US, and semiconductor market is all time high.

Thanks

reddit.com
u/Left-Meringue-3077 — 16 days ago