New bond ETFs are very helpful
Posted: Mon Mar 05, 2018 3:16 pm
The new global bond ETFs hedged to local currency are very helpful to fix some problems, especially for europeans who didn't know which bonds to buy or simply do not want to hold strictly european bonds. (can't blame them)
They are:
iShares Global Aggregate Bond (EUR Hedged) UCITS ETF ISIN: IE00BDBRDM35 (euro hedged)
SPDR Bloomberg Barclays Global Aggregate Bond UCITS ETF - ISIN: IE00BF1QPL78 (euro hedged)
I've edited my (extremely conservative) portfolio as well which is inspired by the PP:
I picked this portfolio because I want to limit the amount of stocks due to silly valuations, and limit the bond duration because interest rates are
going to have to go up at some point. And returns still look very solid. I think this will be very easy to stick with.
20% Vanguard Global Momentum Factor UCITS ETF - ISIN: IE00BYYR0935
32.5% iShares Global Aggregate Bond (EUR Hedged) UCITS ETF ISIN: IE00BDBRDM35
32.5% PIMCO Euro Short Maturity ETF - PJS1 - ISIN: IE00B5ZR2157
15% ZKB GOLD ETF AA EUR - ISIN: CH0047533523
Using 50% of the bond etf, 25% global stocks, 25% gold, a "Global PP-like" portfolio is now also possible.
They are:
iShares Global Aggregate Bond (EUR Hedged) UCITS ETF ISIN: IE00BDBRDM35 (euro hedged)
SPDR Bloomberg Barclays Global Aggregate Bond UCITS ETF - ISIN: IE00BF1QPL78 (euro hedged)
I've edited my (extremely conservative) portfolio as well which is inspired by the PP:
I picked this portfolio because I want to limit the amount of stocks due to silly valuations, and limit the bond duration because interest rates are
going to have to go up at some point. And returns still look very solid. I think this will be very easy to stick with.
20% Vanguard Global Momentum Factor UCITS ETF - ISIN: IE00BYYR0935
32.5% iShares Global Aggregate Bond (EUR Hedged) UCITS ETF ISIN: IE00BDBRDM35
32.5% PIMCO Euro Short Maturity ETF - PJS1 - ISIN: IE00B5ZR2157
15% ZKB GOLD ETF AA EUR - ISIN: CH0047533523
Using 50% of the bond etf, 25% global stocks, 25% gold, a "Global PP-like" portfolio is now also possible.