Trading 212 funds - Updated with portfolio thoughts

InvesterJones

If you want to tilt away from the US then there are global ex-US funds like XMWX, so you could either take a global + an ex-US for a mild weighting, or go ex-US + S&P 500 to directly control the proportion yourself.

e.g.

50% SPXL

40% XMWX

10% VFEG/EMIM

I'd personally keep it simple and just go for an all world and let market consensus do the rebalancing for me.

Niv

Thank you for the feedback. That's definitely an option that keeps things a bit more straight forward.

Niv

Bump - just checking for any further insights before I press the button.

gravel_2

I did some thinking on this with a similar goal recently. My starting point was to use XMWX as a means to maintain a global diversity but shift somewhat away from US. the Ex-USA index is maintained by MSCI so I also would combine it with an ACWI ETF rather than FTSE based ETFs. I would also add EM or EM IMI to address the fact that XMWX is a developed markets index only, where ACWI is global.

I did not plough money in but I was considering something like 60% ACWI, 31% XMWX and 9% EMIM which works out to slightly under 40% US exposure. It does have the effect of making Japan (9%) and UK (~6%) look a bit fat, but in moving away from US you are taking a choice to overweight against how capital is 'naturally' spread in the market.

Niv

Thank you for the feedback, its appreciated. I think either of the alternatives are a good idea in light of the growing feeling that slightly reducing US is a good idea.