Investment Solutions

Features

Investment Solutions

Features

Investment Solutions

Features

What's made it into the top 10 ETFs?

Selfwealth

Sunday, February 3, 2019

Sunday, February 3, 2019

As a reminder, the ETF target portfolio option in the Selfwealth platform is rebalanced quarterly. Therefore this represents the community's holdings at the end of December 2018.

As a reminder, the ETF target portfolio option in the Selfwealth platform is rebalanced quarterly. Therefore this represents the community's holdings at the end of December 2018.

We last wrote about ETF ownership in the community back in November. Curious to see what's changed?

As a reminder, the ETF target portfolio option in the Selfwealth platform is rebalanced quarterly. Therefore this represents the community's holdings at the end of December 2018.

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Top 10 ETFs as held by the Community



As per November, Vanguard dominates. Let's dive deeper into what's changed.

The changes!

Sub out VHY, sub in VAF.


VHY = High yield Australian shares.

VAF = Fixed interest.


There has been a lot in the media about a potential recession this year in Australia, with house prices weighing down on those fears. Does a change from VHY to VAF reflect this? Is the Selfwealth community derisking its ETF portfolio? Let's have a look at the two Vanguard ETFs

The large majority of VAF is made of government-related bonds, with the remainder comprised of corporate institutions. Government bonds are considered the least-risky bond option available. In contrast, VHY is Australian shares, concentrating on dividend payments. This is a noticeable change in risk.


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Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.