European ETF Alternatives

Discussion of the Stock portion of the Permanent Portfolio

Moderator: Global Moderator

Post Reply
gospodin_i
Junior Member
Junior Member
Posts: 7
Joined: Sat Jun 17, 2017 3:07 am

European ETF Alternatives

Post by gospodin_i » Wed Oct 24, 2018 2:11 am

I'm based in the EU, been running a US-based (USD) PP for about 6 months spread in ETFs.

I am now looking at diversifying further by buying specific sector/industry-tracking ETFs (such as VGT, FINX, etc.)

However, due to a recent change in regulation, I cannot trade most of the ETFs I'm interested in. Spoke to my broker and they said I can keep my open positions indefinitely, but I'd have to find alternative ETFs, based in Europe, that fulfill the regulation criteria and can be traded by European investors.

I suspect some of the people who participate in this forum have had to deal with the same challenge, so I'm wondering if there's an easy way to look for and find such alternatives?
boglerdude
Executive Member
Executive Member
Posts: 214
Joined: Wed Aug 10, 2016 1:40 am

Re: European ETF Alternatives

Post by boglerdude » Thu Oct 25, 2018 12:24 am

Why are these regulations in place
gospodin_i
Junior Member
Junior Member
Posts: 7
Joined: Sat Jun 17, 2017 3:07 am

Re: European ETF Alternatives

Post by gospodin_i » Thu Oct 25, 2018 2:01 am

Consumer protection supposedly, but it might also be a veiled attempt to prop the European ETF scene:

https://www.bloomberg.com/news/articles ... -an-option
LazyInvestor
Executive Member
Executive Member
Posts: 191
Joined: Thu Aug 02, 2012 5:37 am

Re: European ETF Alternatives

Post by LazyInvestor » Thu Oct 25, 2018 3:00 pm

I'd guess these are broker restrictions. Open an account with another and it should work. Be aware of estate taxes since you are buying US-domiciled ETFs.
User avatar
Tyler
Executive Member
Executive Member
Posts: 1663
Joined: Sat Nov 12, 2011 3:23 pm
Contact:

Re: European ETF Alternatives

Post by Tyler » Thu Oct 25, 2018 8:04 pm

gospodin_i wrote:
Wed Oct 24, 2018 2:11 am
I suspect some of the people who participate in this forum have had to deal with the same challenge, so I'm wondering if there's an easy way to look for and find such alternatives?
Try this: https://portfoliocharts.com/portfolio/index-funds/

It has a decent collection of ETFs listed on UK and German exchanges.

Also, Justetf.com is a great resource for European investors.
PortfolioCharts.com : a picture is worth a thousand calculations
gospodin_i
Junior Member
Junior Member
Posts: 7
Joined: Sat Jun 17, 2017 3:07 am

Re: European ETF Alternatives

Post by gospodin_i » Mon Oct 29, 2018 10:16 am

LazyInvestor wrote:
Thu Oct 25, 2018 3:00 pm
I'd guess these are broker restrictions. Open an account with another and it should work. Be aware of estate taxes since you are buying US-domiciled ETFs.
Unfortunately, not broker restrictions, but just a decision by US fund managers not to comply (at least for now) with EU regulation. It seems things might change at some point in the next year though...
gospodin_i
Junior Member
Junior Member
Posts: 7
Joined: Sat Jun 17, 2017 3:07 am

Re: European ETF Alternatives

Post by gospodin_i » Mon Oct 29, 2018 10:36 am

Tyler wrote:
Thu Oct 25, 2018 8:04 pm

Try this: https://portfoliocharts.com/portfolio/index-funds/

It has a decent collection of ETFs listed on UK and German exchanges.

Also, Justetf.com is a great resource for European investors.
Thanks, those are super helpful!
LazyInvestor
Executive Member
Executive Member
Posts: 191
Joined: Thu Aug 02, 2012 5:37 am

Re: European ETF Alternatives

Post by LazyInvestor » Mon Oct 29, 2018 1:33 pm

gospodin_i wrote:
Mon Oct 29, 2018 10:16 am
LazyInvestor wrote:
Thu Oct 25, 2018 3:00 pm
I'd guess these are broker restrictions. Open an account with another and it should work. Be aware of estate taxes since you are buying US-domiciled ETFs.
Unfortunately, not broker restrictions, but just a decision by US fund managers not to comply (at least for now) with EU regulation. It seems things might change at some point in the next year though...
Which broker are you using?
boglerdude
Executive Member
Executive Member
Posts: 214
Joined: Wed Aug 10, 2016 1:40 am

Re: European ETF Alternatives

Post by boglerdude » Mon Oct 29, 2018 11:25 pm

And whats the intent of the regulations
Bjorgen
Junior Member
Junior Member
Posts: 4
Joined: Sun Jun 11, 2017 5:29 am

Re: European ETF Alternatives

Post by Bjorgen » Sun Nov 04, 2018 1:29 pm

Check out these options:
http://www.carterapermanente.es/cartera ... -con-etfs/

My PP:
ZPRE
4GLD
EL4V
EXVM
Post Reply