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ETF investing Investing Tax optimization Taxes

Why invest in US domiciled ETFs

For most Swiss investors, it’s best to invest in US domiciled ETFs. At least to invest in equities. This entry will try to convince you of this statement. We’ll see why US domiciled funds are arguably a better alternative than Irish, Luxembourgish or Swiss counterparts. Five arguments for US domiciled ETFs Broadly speaking, there are…Continue readingWhy invest in US domiciled ETFs

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ETF investing Investing Investing theory Tax optimization Taxes

The impact of TER and taxes on long term returns

One of the biggest realizations that I had when I first started my investing journey is the huge impact that small changes have over the long run. I don’t think I’m alone on this one. The compounding effect (or how things ‘stack up over time’) is counter-intuitive and relatively easy to underestimate. In this entry…Continue readingThe impact of TER and taxes on long term returns

Categories
ETF investing Investing Tax optimization Taxes

Tax optimization for your ETF portfolio

Optimizing taxes for your ETF portfolio makes a difference. If you have a long investment horizon and invest heavily in ETFs, this entry is a must-read. The higher the share of your net worth ETFs represent, the more important tax optimization becomes. In fact, optimizing your ETF portfolio could be your biggest tax lever to…Continue readingTax optimization for your ETF portfolio