While I continue to evaluate all the new ETFs available this is my ‘set and forget’ portfolio that also uses the new auto-invest function. With this portfolio I can put my money to work ASAP with the minimum of hastle.
It’s a 90% equity, 10% bond portfolio using just Vanguard ETFs. Equity allocation is largely in line with the FTSE All‑World Index but with a slight correction in favour of value via the FTSE High Dividend ETF. As this sits in a GIA, all ETFs are distributing to make it easier to track any potential divend tax liabilities. The combined OCF is ~0.17%, which compares favourably with the VWRL at 0.22%, and with Invest Engine’s rebalance feature it easy to correct drift (a great differentiator compared to Vanguard Investor).
Here’s the link: Global 90-10 Portfolio – Portfolio outline - InvestEngine
What do other investors think? Too dull? I’d be really interested in a feature that allowed me to compare the performance of this portfolio against say Ben and Andy’s Money Unshackled Ultimate Portfolio. Do you really need commodities?
Next up with be my learning portfolio where I explore leveraged ETFs, Factor and Theme-based ETFs.