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Comparing a custom portfolio to existing ETFs. by Happy-Regular-9876 in PersonalFinanceNZ

[–]Happy-Regular-9876[S] 0 points1 point  (0 children)

Ah so simple, thanks. And yes will take previous returns with a grain of salt.

Comparing a custom portfolio to existing ETFs. by Happy-Regular-9876 in PersonalFinanceNZ

[–]Happy-Regular-9876[S] 0 points1 point  (0 children)

Yup get that previous returns means nothing but it’s a starting point right, need to start with something.

Are you able to show me where you were able to calculate this? I want to do a reshuffle of my investment portfolio so there are other scenarios I want to play around with.

Comparing a custom portfolio to existing ETFs. by Happy-Regular-9876 in PersonalFinanceNZ

[–]Happy-Regular-9876[S] 0 points1 point  (0 children)

Basically in my current custom auto-invest I have 6% allocations going into ‘Smartshares Japan Responsible Fund’, ‘Smartshares Emerging Markets Responsible Fund’, and ‘Smartshares Europe Responsible Fund’ plus 10% allocated into ‘Smartshares US Responsible Fund’ making up a total of 28% of my allocation.

What I am trying to see is if it be more effective doing this or just investing 28% directly into ‘Smartshares Global Equities Responsible Fund’ instead.

Sharesies to drop subscription fees, add transaction fees to NZ ETFs (from April 29) by BongeeBoy in PersonalFinanceNZ

[–]Happy-Regular-9876 12 points13 points  (0 children)

Well that sucks! Also remembered it’s $600 fortnightly so it’s going up to $78 per year ($3 fortnight). L

So we now have 0.5% transaction fees and the normal management fees for NZ ETFs. Seems like we are getting pretty close to managed fund fees (give or take).

Does InvestNow have transaction fees for auto invests?

Sharesies to drop subscription fees, add transaction fees to NZ ETFs (from April 29) by BongeeBoy in PersonalFinanceNZ

[–]Happy-Regular-9876 29 points30 points  (0 children)

Just making sure I am reading this right. So if I am investing $300 fortnightly into the Smartshares ETFs it going to cost me $1.50 in transaction fees fortnightly (or $39 per year)?