The best hands-off investment solutions for broadly diversified passive investing

I agree, in a way - Avadis is genius. If I were them, I would onlyy do a few small tweaks, and. They were just amazibg:

  • move to Accumukating Funds (removes complexity that peope don‘t get the re-Investment transactions
  • Create an easier to read tax declaration form
  • change their asset allocation to add some MSCI Europe ir EAFE so that they can lower their EM exposure
  • reduce their hedging a bit
    • change TER to 0.45%, in line with VIAC
1 Like

Avadis is the perfect solution for investors with ADHD. Speaking from experience.

4 Likes