Smart Portfolios: A practical guide to building and maintaining intelligent investment portfolios by Robert Carver

Author:Robert Carver [Carver, Robert]
Language: eng
Format: azw3
Publisher: Harriman House
Published: 2017-09-18T04:00:00+00:00

Portfolio 38: Developed equity breakdown by region, using ‘ex-’ funds to reduce concentration, with suggested ETF tickers for US investors

Risk weightings are shown (cash weightings are identical). Regional exposures taken using market cap indices. Final row shows weight within equity sub-portfolio. Minimum investment in developed market equities: $4,500. * HJGP is currency hedged, but is 0.17% a year cheaper than the cheapest non-hedged alternative.

Portfolio 39: Developed equity breakdown by region, using ‘ex-’ funds to reduce concentration, with suggested ETF tickers for UK investors

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