Non-US Investing • Re: [Italy] - My lazy portfolio, seeking advice

Hi there,

yep, the username is a tribute to average italian who used to say: "sossordi" (apologies for non Italians that won't get the joke).

Thanks for your comment jg12345. Today I actually made a bit of calculation and saw that selling the niche overlapping ETFs wouldn't be an issue since the loss would be very small. I decided better to do it now at the beginning than regret in the future. The situation now is much cleaner:

- 65% International Stocks through 2 ETFs: Ftse All World (VWCE) and MSCI World (SWDA)
- 25% Bonds through 1 ETF on Govt Bonds and 1 ETF on Corp bonds, both in EUR (couldnt' find a good Aggregate one on my broker's platform ).
. 10% Gold (SGLD)

This is gonna be the base on which add further savings through DCA. I ran the backtest and the metrics are quite close to the previous one but now rebalancing in the future should be less of a hassle and the portfolio looks much more passive.

Posting on bogleheads was definitely a good choice!
Cheers

Statistics: Posted by maccio80 — Mon Dec 16, 2024 8:14 am

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