I’m new to InvestEngine, have been using other robo investors for some years. But have been looking to learn more about investing as well as save some money.
I love that I can model portfolios in IE and see how it affects the holdings etc.
I created this portfolio modelled on the 5/5 Smart Alpha portfolio nutmeg created for my LISA.
What do you all think?
I would love to be able to move my LISA to IE and see how this portfolio performed over the long term (30 years)
The portfolio TER is 0.14%
What’s the thinking on the heavy overweight to UK?
I think that’s more a question for nutmeg/JPMorgan as that is how they compose the portfolio this is modeled after.
See here Smart Alpha portfolios Powered by J.P. Morgan Asset Management - Nutmeg
They also have a blog post about it here
Clients invested in the Nutmeg Smart Alpha portfolios, powered by J.P. Morgan Asset Management, should benefit from a change which brings broader, active exposure to the domestic equity market.
I’m going to have a closer look at the UK fund that JPMorgan uses in the smart alpha portfolios and see if it would be more closely matched by swapping LGUK with FTAL or FASE as they pick all shares opposed to just large and medium cap stocks but have a much higher ongoing fee.
But what would
you like to achieve with the portfolio?