We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
Following Passive Investing
Comments
-
ETFs which pay away dividends usually have zero or very minimal ERI.
KPMG has a database which holds the ERI data for many ETFs and it's free to use.
https://www.kpmgreportingfunds.co.uk/
0 -
If you're not needing to access the money then it'll typically be simplest to use Acc units, where the dividends are reinvested internally automatically, rather than having to do manually with Inc units, although this terminology applies to funds rather than stocks and shares themselves. I think it would be relatively unusual to be transferring dividend income to other platforms/stocks but you may have a reason for considering that - however, if you need further assistance on your own investment planning then it'll probably make more sense to do so in your own thread…
0 -
I have seen Investment Strategy mentioned a number of times, but I'm not exactly sure what this includes.
I assume it's related to asset allocation, and taking into account your debt, mortgage, pensions, using tax advantaged accounts, and emergency fund, and buying diversified securities.
Is there anything apart from the above that could result in many percentage points difference in returns?0
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 354.6K Banking & Borrowing
- 254.5K Reduce Debt & Boost Income
- 455.5K Spending & Discounts
- 247.5K Work, Benefits & Business
- 604.3K Mortgages, Homes & Bills
- 178.6K Life & Family
- 261.9K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.1K Discuss & Feedback
- 37.7K Read-Only Boards

