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ETF investing Investing

The US estate tax and US domiciled ETFs

A popular argument used by detractors of US domiciled ETFs is the US estate tax. What is the US estate tax? How does it affect foreign investors who buy US domiciled ETFs? And is this something that should prevent you from buying US domiciled funds at all? Let’s find out. US estate tax 101 What…Continue readingThe US estate tax and US domiciled ETFs

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ETF investing Investing Investing theory

Lessons learned from Japan’s equity market

Japan’s equity market is somewhat especial. It experienced a massive asset price bubble in the 80s, the rippling effects of which are still felt today. This entry reviews the lessons learned from Japan’s equity market. Why focus on Japan’s market to begin with? If you invest in something like VT (which this site recommends), your…Continue readingLessons learned from Japan’s equity market

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ETF investing Investing Investing theory

Future accessibility of US domiciled ETFs for Swiss investors

US domiciled ETFs are very tax efficient for Swiss investors. However, due to certain regulatory issues, it’s not guaranteed that Swiss investors will always be able to purchase US domiciled ETFs. In this article, we discuss why this is the case. The PRIIPs regulation The PRIIPs regulation is behind all uncertainty around the availability of…Continue readingFuture accessibility of US domiciled ETFs for Swiss investors

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ETF investing Investing

How bond ETFs work

The ETF market has traditionally been dominated by equity ETFs. But bond ETFs are rapidly gaining traction [1]. Bond ETFs are the best option for retail investors to invest in bonds. How do bond ETFs work? What do you have to know before investing in bond ETFs? Let’s find out. Before you begin… Make sure…Continue readingHow bond ETFs work

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ETF investing Investing

Your first ETF purchase

Are you ready to begin your investing journey? This entry is a step-by-step guide on how to buy your first ETF. You’ll learn how to avoid common pitfalls new investors face. You’ll also find out about best practices for every subsequent purchase. Before you begin… Many uninitiated investors make the mistake of jumping too fast…Continue readingYour first ETF purchase

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ETF investing Investing

Investing in Swiss securities

You live in Switzerland, so it sounds natural to invest in Swiss securities. What is there to know before investing in Swiss securities? And how much should you invest anyways? Does it make sense to invest only in Swiss securities? Image courtesy of swiss-group.com An overview of Swiss securities SIX indices provide a very good…Continue readingInvesting in Swiss securities

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ETF investing Investing

Why to stay away from Swiss brokers

Whether you’re new to investing or already have some experience under your belt, critically assessing your choice of broker is always important. Different brokers have different fee structures, provide access to different financial products, and come along with different tax implications. Are Swiss brokers a good choice? What are other options? Let’s find out. Stay…Continue readingWhy to stay away from Swiss brokers

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ETF investing Investing

Choosing your ETF funds

Is your investment strategy clear? Do you have a long investment horizon? Are you confident that you have the risk tolerance to invest in equities? If the answer to these questions is yes, you’re ready to choose your equity ETF funds. This entry aims to help you find the right ones. Before you start This…Continue readingChoosing your ETF funds

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ETF investing Investing Tax optimization Taxes

Accumulating vs distributing ETFs

An efficient ETF portfolio will help you build net worth faster. There are many attributes to look at when choosing an ETF. Examples are tracking index, TER, fund size, bid-ask spread, domicile and legal aspects (e.g. UCITS). This entry focuses on yet another important consideration: the choice of accumulating vs distributing ETFs. Accumulating vs distributing…Continue readingAccumulating vs distributing ETFs

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ETF investing Investing Investing theory

FX exposure and currency-hedged ETFs

More than half of the world’s equity market is American [1]. This makes it very common to invest in funds holding American companies. These companies trade in USD. Most earn revenues in multiple currencies: USD, JPY, EUR, CNY etc. On top of that, the fund itself may trade in CHF or EUR. How does it…Continue readingFX exposure and currency-hedged ETFs