in case i move to IB soon, i made myself a stock portfolio selector to cope with the freedom of purchasing low cost vanguard funds.
Its main purpose is to find a portfolio that suits my idea of
- 100% stocks
- as many individual stocks as worldwide available (diversification)
- ideally equally distributed over any sufficiently liquid company stocks, but since this is utopic:
- market capitalization weighted, with small & value pronounced
- maybe small CHF home bias
go ahead an make yourself a copy of the sheet
the current numbers are only my first guess, i might refin it later. comments & ideas for extension welcome
flaws:
- the fund properties are very guess-ish, apart from the regional distribution
- could be extended for further properties
- leads to many-fund-portfolios
- not reflected: south america, africa, meddle east
- overlaps between funds exist
- …