How to Build a Simple ETF Portfolio? (The 3 fund portfolio ASX version)
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- Опубликовано: 5 сен 2024
- How to Build a Simple ETF Portfolio? In this video, I will show you how to build the 3 fund portfolio (aka. the lazy portfolio) by using ASX ETFs. In the end we will test out some metrics of the portfolio we construct.
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I have 7 index funds ( incl. 2 replicate managed funds) plus gold in my core investment, how about you? Feel free to leave a comment below 👇🏻
Physical gold or gold stoks like GOLD ?
@@rionkoral8273 stock gold.
Brilliant video Irene! Very glad to see someone apply the 3 fund approach to the Aus market.
Thanks a lot for stopping by! 3 Fund approach is such a classic simple method to construct a portfolio!
Great video. I love these types of portfolio analyses videos
I personally am 100% long crypto, but that's because I'm young and I can afford the risk
I believe this is a great video which covers the lazy portfolio, even though its known as "lazy" in a span of 30 - 40 years, constant contributions can basically ensure that you'll have your money working for you when you retire
Yes Douglas, DCA will definitely help to snowball a portfolio on the side of Super. Thanks for watching!
Hi Irene, thanks for the informative video. Just wondering, how did you access the portfolio analysis tool from Morningstar? Is that a paid subscription? Cheers
Hello Zaine, that was the Morningstar Investor that I used at that time, cancelled the subscription a while ago.
Hey Irene! Great video and what are your thoughts with Raiz? You can invest in the international, domestic and bond market.
Hi @Nicholas, it's very convenient to use micro-investing apps like Raiz or Spaceship Voyager, but some investors might not be comfortable with its custodian model. I personally don't use Raiz as I want to handpick ETFs individually. Thanks for dropping by 😉
What are your thoughts on VDHG as one fund to replace these 3 ?
The drawback of one fund portfolio is the asset allocation is very rigid, which you can't adjust the defensive and growth assets as your situation changes.
I'm 44 and my core three fund portfolio is 40% US Total Stock Market, 30% EX-US Total International Stock Market and finally 30% US Total Bond Market.
I am building a satellite fund Roth IRA that's 100% equities. 70% Total World Stock Market (VT) and 30% US Real Estate VNQ.
Thanks for sharing Joseph!
Have you done anything on US dollar ETFs like USD
Nope Michael, I haven't done any currency ETFs. I can look into it if you are interested.
Thanks 👍
I'm wondering how this could be linked in with other safe areas like pmgold as a small part of a broad portfolio
@@michaelpapp7371 Stocks docimiled in AUD definitely has strong correlation with AUD. If it's for diversification purpose, you would want to find low correlated investments to reduce risk while not necessarily affecting portfolio returns.
I've never been a big fan of bonds personally, especially in a low interest rate environment. I'd rather put it in LICs or REITs.
Bonds in my portfolio is more or less to be the hedge to shares due to the low correlation between the two.
@@IreneZhu I get where you're coming from, and I'm aware many people allocate part of their portfolio into bonds for the same academic reason. I'm a bit of an optimist, I guess - IMHO in the long run it is better to be an owner (i.e. shareholder) of good companies/properties (by holding individual stocks or through LICs/ETFs) rather than being a lender (i.e. bondholder) to such businesses.
@@uberboiz this is a great point @uberboiz!
VDHG 100%