11 US ETFs to Hold Forever - Evidence Based



Издатель
Support us on Patreon: https://www.patreon.com/aussiemoneyman

Those of us who wish to invest on the ASX in an evidence based manner often run into the issue of having limited options to do so. This is even more true since IWLD and IHWL (its hedged equivalent) changed in such a way that would deem them unsuitable for most evidence based investors. Hence, in this video we take a look at the best US ETFs to compliment your ASX ETFs when investing in either of the two currently supported evidence based models.

Part 1: https://youtu.be/d3NW0Cs-enY

Referenced resources:

Investing off the ASX: https://www.youtube.com/watch?v=wPyjAlhLk2c
5 Factor Model: https://www.youtube.com/watch?v=fXcNCtN_xbc&t=466s
Relevant Paper: https://www.pwlcapital.com/wp-content/uploads/2019/03/PWL-WP-Felix-Factor-Investing-with-ETFs_08-2019-Final.pdf
Researching ETFs: https://www.youtube.com/watch?v=tUq1BXYWZ0w
Dimensional: https://au.dimensional.com/funds

Proposed allocations without factor tilt:
30% AUS
40% US
20% Developed Market Ex USA and AUS
10% Emerging

Proposed allocations with factor tilt:
20% AUS (+10% AUS small cap)
30% US (+10% US Small)
15% Developed Market Ex USA and AUS (+5% international small cap)
10% Emerging

eToro $100 USD Bonus:
https://www.youtube.com/watch?v=coy73Z1DeRk&t=16s

Our website:
https://www.aussiemoneyman.com.au/

Second Channel: https://www.youtube.com/channel/UCEPcbkBk7Z5SC3ndWPNz9kQ

Join our Main Facebook Group: https://www.facebook.com/groups/717741655329266/
Join the P2P Investor's Group: https://www.facebook.com/groups/952358511820922/
Join the E-commerce Entrepreneurs Group: https://www.facebook.com/groups/784398755085362/

Категория
Усилители
Комментариев нет.