Bogleheads Local Chapter [Malaysia Edisi]
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 Feb 11 2022, 11:59 AM
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#1
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Junior Member
238 posts Joined: May 2011 
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QUOTE(tradingGo @ Feb 9 2022, 10:17 PM) and VWRA has less US but with the other 2, still US mostly. My thoughts exactly. Even though VWRA markets itself as "All World", it's pretty much an American-centric ETF... Not saying that American companies don't perform but if you want a truly globally diversified portfolio, you might need to add some European and China-focused funds. VWRA top holdings and geographic exposure:- https://www.vanguardinvestments.dk/portal/i...quity/?overview |
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Feb 14 2022, 07:20 PM
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#2
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Junior Member
238 posts Joined: May 2011
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QUOTE(Hoshiyuu @ Feb 11 2022, 12:57 PM) VWRA do hold emerging markets and European markets... And they are holding it by weight/market cap as it should be. What you are referring to is overweighting certain country such as China, which given investors sentiment that US is overvalued or due for a correction in the near future, is not a bad idea to underweight US. Well said. I stand corrected. Thanks for the well-constructed reply!But lack of a good way to buy ex-US UCITS fund means that you are either stuck with having to buy multiple other ETF, or buying some VXUS and losing out a little on dividends to withholding tax. Personally I'm happy with just having VWRA and skip the rebalance nightmare and cost. The performance will even out overtime given my horizon. Hoshiyuu liked this post
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