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FT100 FT250 S&P500 thirds

A helpful place to also put any annual reports etc, of your own portfolios
1nvest
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FT100 FT250 S&P500 thirds

#436076

Postby 1nvest » August 19th, 2021, 8:59 pm

0.08% combined expense ratio for a third each US S&P500, UK FTSE 100, UK FTSE 250 equal three way split held via CSP1, ISF, VMID ETF's

Image

FTSE 100 sources north of 70% of its earnings from foreign. London is a global hub for accounting, law, financials. Accordingly FT100 might be considered as a proxy for World excluding US. Brexit however has seen that deviate, but in having lagged there's potential for it to relatively outperform/recover.

US is around 50% of global market cap, so equal amounts of FT100 and S&P500 is a potential World index proxy.

66% in the above, 33% in FTSE 250 - which is small cap in US scale, to include a bit of small cap tilt.

Around 850 total stocks/business exposure for a 0.08% fee (expense ratio).

Above chart/table is all for total returns, including reinvested dividends, data extracted from each fund factsheet (reported 'fund' yearly performance figures)

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