Impact on rapidly changing US policies on investing

Personally I stopped buying US ETFs about an year ago. All my new investments since then have been in SPDR ACWI or WEBG. This was because of estate tax drama. Over time I will also convert the older VT positions into UCITS.

I also have a two broker strategy since then and have IB + Swiss broker. This was for broker diversification.

At this moment , I don’t know if having US broker or Swiss broker would make much difference to mitigate/manage US govt related risks. Are you thinking from sanctions perspective ?

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9 posts were merged into an existing topic: Estate tax treaty US-Switzerland [2024]

I only had a small position in VT, which I then liquidated last November and bought instead:

Right now, I would probably feel a lot more uncomfortable had I moved everything to VT last year. The 0.1% underpeformance is something I accept gladly.

5 posts were merged into an existing topic: World portfolio using UCITS ETFs: discussion [2024]

Maybe you can check Xtrackers (German) as well; as replacement for VTI I will probably use XD9U, but for now, I will continue with VTI.

5 posts were merged into an existing topic: Synthetic and swap-based ETFs

I’m honestly worried about the US situation and being almost fully invested in VT. I used to follow the “VT and chill” approach… but now the chill is gone… and I have no idea what to do. It seems like the consensus here is now FWRA, right? But I’m also scared of selling all my VT for FWRA because I feel so naive

Maybe write down which actual risks you have in mind, what the pro/cons are and ideally what would make you revisit your decision.