• Australian (ASX) Stock Market Forum

ETF only SMSF portfolio advice

Discussion in 'Medium/Long Term Investing' started by li21, Sep 6, 2016.

  1. li21

    li21 Member

    Posts:
    15
    Likes Received:
    0
    Joined:
    Apr 1, 2014
    Hi all

    I've set up my SMSF so it only holds a bunch of ETFs.

    At the moment I am holding

    DJRE (REIT)
    GDX (Vaneck Gold miners)
    VAF (Australian Fixed income)
    VAP (Australian REIT)
    VAS (Australian equities)
    VEU (All world ex-US equities)
    VHY (Australian high yield dividend equities)
    VTS (US Equities)

    I'm 35 now and not nearing retirement in anyway. Just want to build this super as best I can.

    Wondering if anyone can comment on my holdings and whether I should add something that I'm not covering ?
    Such as Asian equities or emerging markets?

    I do feel maybe theres an overlap with the VAS and VHY ..
    Or maybe I should sell down VEU and split into VGS and IAA (all asian ex Japan)

    appreciate any input , thanks :)
     
  2. Junior

    Junior Well-Known Member

    Posts:
    530
    Likes Received:
    1
    Joined:
    Nov 15, 2006
    Hi there,

    A quick note. Could be worth looking at MVA over VAP. VAP has 35% of the fund invested in just two stocks.

    MVA provides a better spread.

    As an aside, I heard a theory out there, that if Westfield Group one day ceases to be ASX-listed, then there will be a big shift of funds looking elsewhere for listed property securities.....this could buoy prices of other stocks in the index.
     
  3. li21

    li21 Member

    Posts:
    15
    Likes Received:
    0
    Joined:
    Apr 1, 2014
    Thanks for the tip, I'll look into MVA.
    Any other suggestions ?:)
     
Loading...

Share This Page