Hi Tom,
For the migration of my US UBA / formation of an EU UBA, the following steps could be taken:
1 allocate the LB etfs. I was thinking about taking a 1/N approach and using the EU Vanguard series of ETFs: North America, Europe, Asia Pacific, Japan, Emerging markets.
2 add value/dividend ETFs. Could use Wisdomtree ETFs, Ishares ,Vanguard. Like to get distributing ETFs and not accumulating ETFs, I need to pay tax. (I have a problem with SPDR, read somewhere that they were convicted when moving money from New York to London and looking at their ETFs I find the dividend payout lowish and suspect)
3 add other risk factors like reits, emerging markets treasury funds etc. Spread over as many risk factors as possible. (UBA was mainly size and value)
I intend to start everything 1/N. From there-on AIM will be the arbiter.
That would keep me busy for a while. :)
Step 1 has already been completed.
Best regards, Karel
