Current setup [CT & IE-based funds] vs. moving to Vanguard-US & IB

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 :slight_smile:
the current numbers are only my first guess, i might refin it later. comments & ideas for extension welcome :slight_smile:

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
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