Non-US Investing • portfolio rebalancing [CHINA]

Hi everyone,

Here's my situation:
Country of residence: China
International lifestyle: Will move to Europe within 5 years.
Age: 45
Currency: EUR
Emergency funds: 6 months cash
Debt: No debt

CURRENT PORTFOLIO

• 20% of my liquid net worth in LifeStrategy 80% equity 20% bonds

• 75% of my liquid net worth in iShares Core MSCI World UCITS ETF

• 5% is in iShares Core MSCI EM IMI UCITS ETF (aka Emerging Markets)

REBALANCING / MODIFYING

• I want to: sell the Emerging Markets and buy a world tracker like IWDA that already has emerging in it

• I want to: sell the lifeStrategy 80-20 and buy a simpler FTSE All-World UCITS ETF (VWRP) that only contains stocks.

I am in a much better place in terms of monthly salary and financial security that I can weather a storm, for higher long-term returns. Also, I have at the moment 3 different products. I'd like to simplify my portfolio.

What does the boggle community say?

Marinero

Statistics: Posted by marinero — Sat Feb 03, 2024 8:16 pm — Replies 0 — Views 92

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