Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 ETF for mid/small cap or value stocks?, Complementing others

views
     
sadukarzz
post Jun 16 2024, 05:00 PM

Enthusiast
*****
Junior Member
789 posts

Joined: Jul 2011
QUOTE(Takudan @ Jun 16 2024, 04:47 PM)
Motivation
I'm looking to diversify into value stocks to complement my current portfolio that is increasingly skewed towards US market and the tech giants which are the major market movers of late.

Existing portfolio
LSE:VWRA
LSE:CSPX
A few other company stocks but let's ignore that.

My investment "flavour"
- I am a long term investor (plan to hold for +/-20 years)
- prefer minimal manual investment work to minimise my emotions/biases into every manual action.
- I have IBKR and already have scheduled investment.
- I tried but find myself turned off by stock picking and understanding corporate financials.

Edit: eh I forgot to ask after writing a wall tongue.gif
So my questions... what do you think about these ETFs?
Any alternative to the above that I found so far?
Opinions about my line of thoughts also welcome... Pls don't roast ya 🙏
Thank you!
*
Any pre-thoughts on which segment / markets that you would like to look into?

i.e. Countries / Asset classes

Since your portfolio is heavily, in my opinion (or increasingly skewed as you mentioned) skewed towards US market, have you considered looking into holding stocks (company shares) rather than ETFS?

This would be the second question to complement the first, i.e. what is your risk appetite?

As your holding period is relatively long, I believe emerging markets could be worth your time, and the period might be good enough to mitigate existing short-mid term fluctuations.

 

Change to:
| Lo-Fi Version
0.0126sec    0.82    6 queries    GZIP Disabled
Time is now: 21st December 2025 - 12:32 PM