SPXL 60%
XMWX 20%
EMIM 10%
WLDS 10%
Long-term horizon 20 - 30 years.
Current value £5k. Regular £200pm + adhoc contributions going forwards
SPXL 60%
XMWX 20%
EMIM 10%
WLDS 10%
Long-term horizon 20 - 30 years.
Current value £5k. Regular £200pm + adhoc contributions going forwards
Can’t give financial advice. Your investment decisions are your own. That said, this should net you a diversified portfolio with companies in many different territories and of different sizes. I can’t see any way to achieve the same thing with lower TER. The level of risk doesn’t seem wildly inappropriate for your time horizon.
Thank you for sharing your opinion
How liquid is XMWX in the current environment and in future environments?
I’d imagine it’s liquid now due to PE ratio of the Mag 7 and all the concentration chat in S&P 500 but will that be the case when the tide turns?
It looks like you want to own the world but your portfolio excludes US mid caps.
XMWX is a low volume ETF which likely means the buy/sell spread will be high. Volumes for the ETFs are below.
SPXL 327K
XMWX 1.7K
EMIM 143K
WLDS 139K
I think it’s a great portfolio, just be sure you are okay with the above, especially the buy/spread you will pay every month on XMWX.
I have almost an identical portfolio myself, detail below.
SWLD 80%, WLDS 10%, EMIM 10%