Australian (ASX) Stock Market Forum

ETF only SMSF portfolio advice

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1 April 2014
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Hi all

I've set up my SMSF so it only holds a bunch of ETFs.

At the moment I am holding

DJRE (REIT)
GDX (Vaneck Gold miners)
VAF (Australian Fixed income)
VAP (Australian REIT)
VAS (Australian equities)
VEU (All world ex-US equities)
VHY (Australian high yield dividend equities)
VTS (US Equities)

I'm 35 now and not nearing retirement in anyway. Just want to build this super as best I can.

Wondering if anyone can comment on my holdings and whether I should add something that I'm not covering ?
Such as Asian equities or emerging markets?

I do feel maybe theres an overlap with the VAS and VHY ..
Or maybe I should sell down VEU and split into VGS and IAA (all asian ex Japan)

appreciate any input , thanks :)
 
Hi there,

A quick note. Could be worth looking at MVA over VAP. VAP has 35% of the fund invested in just two stocks.

MVA provides a better spread.

As an aside, I heard a theory out there, that if Westfield Group one day ceases to be ASX-listed, then there will be a big shift of funds looking elsewhere for listed property securities.....this could buoy prices of other stocks in the index.
 
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