When investors mention Sustainable Investing, confusion and relativism reign. That’s because hardly anyone uses a consistent framework of thinking about this topic. There are four main types of sustainable investing.
ESG Industry tricked investors. Greenwashing by companies, you may think? No, there is a more fundamental issue. ESG Ratings are the exact opposite of what you think they are.
To reduce the withholding tax, a global investor must choose an ETF domicile that has an advantageous tax treaty with the US, since US Equities have a weight of over 50% in global Equity Funds.
For European Investors, this domicile is Ireland with a 15% US withholding tax on US dividends.
Based on Vanguard research, investing through an ETF that has a 0.6% higher fee can lower the chance of a successful early retirement by more than half.
But how should you choose the cheapest ETF? Especially, when one has a better historical performance and the other a better forward-looking expense ratio? Here are some questions, that European and UK Investors frequently ask.
For someone who is not familiar with ETF benchmarks and criteria, selecting an ETF has become a headache. Comparison websites generally list thousands of ETFs.
Here is where we step in. Investing should be simple. The below selection is the best at what they do and covers most needs well.
We approach Equity Index Investing by (i) Showing investors what matters when thinking about different asset classes and (ii) Shortlisting the very best ETFs as a starting point for their analysis.
In Investing, building a portfolio is simple. If you can’t explain it to a 6 year old your investment portfolio may need revision – Here is all you need to know about World ETFs.
Vanguard ESG Global All Cap UCITS ETF – Review: Past and Expected Performance, ESG and SRI Screening, sector composition compared to parent benchmark.
iShares MSCI USA SRI UCITS ETF – Review: Past and Expected Performance, ESG and SRI Screening, sector composition compared to parent benchmark.
2022 Asset Class Returns Review and 10-year Long Term Returns Study.
Since 2013, World Equities have gained over 185% and returned 6.4% annually.
It’s probably also time to rebalance your portfolio. Sell some of the winners, buy some losers.
International Stocks and Small Caps look attractive, but while this is great for learning, remember the game’s rules and try to remain forecast-free.
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