Local ETFs

[SaurusDNA]

It's hard to know which local ETFs are best to invest in.

 

At least with the offshore ones, ASHGEQ or STXWDM are no-brainers and either of them serves as excellent all-rounders. But locally, we don't get "All-rounders" of the same quality. Your Top40 and Top50 ETFs are market capped and you end up having 70% of your money in four or five shares, which is certainly not great.

 

Then, there are the myriad of smart beta ETFs, each claiming to have a better methodology than the rest, but all untested.

 

So for now, with my local ETFs, I have one third of my local portion of my TFIA in the new multi-factor SMART, one third in the momentum methodology NFEMOM and a third in quality shares with great fundamentals (STXQUA).

 

But if you had to choose just one (or two) local ETFs, what would it be and why?

 

 

Edited October 14, 2019 by SaurusDNA

[Bandit]

Locally it would have to be SMART (sensible choice) and ETFRHO (for now...because it is flying). I'm up 150% with ETFTHO (kicking myself I didn't have the foresight to push my entire life savings into it  ) but it can't continue like this forever.

 

 

 

 

[Bandit]

But in all seriousness - if you had ASHGEQ and SMART you probably have a better portfolio than most other people out there. Can't go wrong with that combination for a strong investment foundation.

[Bogle]

Different approach: if you think local think emerging markets. Rather invest in STXEMG instead of a local ETF. There is a discussion somewhere on the forum on the correlation between local vs emerging market index. 

[PG182]

Hi Guys and Girls : question 1) your opinion on best all round ETF combination for your child’s minor East equities account? Example mix of offshore / local and property maybe? I want to keep it simple and long term strategy. I have just opened account for my son and Daughter . Question 2) For Tax Free easy Equities account . How would you split it % local vs offshore vs Property? Which ETFs would you choose . Bare in mind I have an existing RA with 70/30 split anyway local vs offshore ? Any feedback or opinions will be greatly appreciated . Thanks in advance .

[SaurusDNA]

If I had to do a simple long term low-maintenance portfolio for my child, I'd probably do:

 

Local (40%):

20% STX40

20% SMART

 

Offshore: (40%)

40% ASHGEQ

 

Property: (20%)

PTXTEN 20%

[Bandit]

1 hour ago, PG182 said:

Hi Guys and Girls : question 1) your opinion on best all round ETF combination for your child’s minor East equities account? Example mix of offshore / local and property maybe? I want to keep it simple and long term strategy. I have just opened account for my son and Daughter . Question 2) For Tax Free easy Equities account . How would you split it % local vs offshore vs Property? Which ETFs would you choose . Bare in mind I have an existing RA with 70/30 split anyway local vs offshore ? Any feedback or opinions will be greatly appreciated . Thanks in advance .

 

ASHGEQ or STXWDM - 65%

SMART or CTOP50 - 35%

 

That's if I had to have local exposure. Else I would just go 100% ASHGEQ. That's very simple.

[SaurusDNA]

So as from today, PTXTEN is no more!

 

It is now called Coreshares SA Property Income ETF and has the code CSPROP.

[Bandit]

Seems like EE handled the corporate action without a problem.