That seems like a great fit and buying it on SIX in CHF is basically ideal! The optimal minimum purchase for me is 5k CHF resulting to the minimum fee of 50 CHF per trade.
I was thinking that I should make my allocation much simpler since I’m already struggling with managing it (for example choosing which etf to buy next).
I suppose I can change to something like the following, and get exposure to the small caps in VIAC using a custom strategy.
| Category | Percentage % | Comments |
|---|---|---|
| FTSE All - World | 65 | VWRL |
| Emerging | 5 | IEMG - I need to change it |
| REIT | 10 | REET + IPRP |
| Bonds | 20 | Mostly through PIllars 2&3, no more buying of bonds |
I will keep an extra 5% in emerging markets since the VWRL seems to have a low % in emerging markets.
That already looks much much simpler and manageable 