Thank you - now I’m torn into achieving the above allocation considering the conclusions from the thread Splitting the world: creating tax-advantaged global stocks portfolio using funds in 3a account, regarding holding US stocks as US ETFs at Interactive Brokers and Developed Markets ex US as CSIF funds in 3a account (finpension). Until I find how to do it, I’ll leave the portfolio as is.
PS: I am stuck with that specific allocation as in the past a financial consultant showed me the projection with the lowest possible drawdown for the above portfolio allocation in bearish times, along with the lowest number of years for recovery, using the smart beta value tilt, at the same time delivering above the market gains. I can’t run the numbers again myself - but in case you’re interested you could also try simulate and use it - this could be the most tax efficient, smart beta portfolio delivering slightly above the market returns 