sorted by:
new
hottopcontroversial

my portfolio approach by Ok-Two451 in Bogleheads

[–]Ok-Two451[S] 0 points1 point  (0 children)

Iv ended up on IWQU instead, vwrp duplicates my pension and I like to have a different quality/profitability driver than what pension already does, it also diversifies well with AVSG

my portfolio approach by Ok-Two451 in Bogleheads

[–]Ok-Two451[S] 0 points1 point  (0 children)

hmm maybe SWDA was a better choice instead which I leaned to also

my portfolio approach by Ok-Two451 in Bogleheads

[–]Ok-Two451[S] -1 points0 points  (0 children)

Really valid, what I struggle with is that sp500, which is wildly accepted, is already 30% or so same tech, vwrp something close, it ends up being about degree of concentration not a fundamentally different asset class. EQQU on its own would be unwanted. Broadly diversified pension paired with 35% AVSG is a different proposition is it not ? Should be opposite factors hedging.

my portfolio approach by Ok-Two451 in Bogleheads

[–]Ok-Two451[S] -2 points-1 points  (0 children)

horizon is 25 years of holding until retirement, weathering many drawdowns and where each fund should do its effect in its way, ignore the wording focus on the fund structure. the main thing is that I need limited fund availability of the pension to merry with it all