Ultimate ETF Portfolio

Whenever possible, I will use periodic contributions to do rebalancing, without the need of selling (and buying) assets.

MY NZX's ETFs-BASED PASSIVE INVESTING PORTFOLIO FOR 2022: 

25% IN DEVELOPED MARKETS

  • The Smartshares Global Equities ESG ETF (Ticker ESG) invests in the iShares Core MSCI World ex Australia ESG Leaders ETF, which aims to track the return on the MSCI World Ex Australia Custom ESG Leaders Index, before fees and expenses
Expense ratio: 0.54% per year.

Investnow alternative: Vanguard International Shares Select Exclusions Index Fund seeks to track the return of the MSCI World ex Australia, ex Tobacco, ex Controversial Weapons, ex Nuclear Weapons (with net dividends reinvested) in Australian dollars Index before taking into account fees, expenses and tax. Expense ratio: 0.20% per year. 

Rationale: To be exposed to the developed capital markets (US, Japan, Europe, etc) as a whole.

25% IN NEW ZEALAND

  • The Smartshares S&P/NZX 50 ETF (ticker NZG) is designed to track the return on the S&P/NZX 50 Index. 
Expense ratio: 0.20% per year.  

Investnow alternative: Harbour NZ Index Shares Fund is designed to provide low-cost exposure to the New Zealand share market by passively tracking the S&P/NZX 50 Portfolio Index. This index contains the top 50 companies listed on the NZX, but with a 5% cap on each company.

Rationale: To be exposed to the 50 top companies listed on the New Zealand Exchange.

25% IN AUSTRALIA

  • The Smartshares S&P/ASX 200 ETF (ticker AUS) is designed to track the return on the S&P/ASX 200 Index (in NZD). The S&P/ASX 200 Index is made up of 200 of the largest companies listed on the ASX
Expense ratio: 0.30% per year. 

Rationale: To be exposed to the 200 top companies listed on the Australian Securities Exchange.

25% IN EMERGING MARKETS

  • The Smartshares Emerging Markets Equities ESG ETF (ticker EMG) invests in the iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc), which is designed to track the return on the MSCI EM IMI ESG Screened Index. 
Expense ratio: 0.59% per year.
 
Rationale: To be exposed to the emerging markets (i.e China, Russia, Mexico, Brazil, etc), with a focus on ESG (Environment, Social and Governance).

WHAT ARE ETFs AND WHAT ARE THE ADVANTAGES?

WHO WE ARE:

TRENDSET Financial Education.
 www.trendsetconsulting.com/en 
Hamilton, New Zealand +64 212284022 
arthur@trendset.com.br 
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