Model portfolios with ETF´s for Europe and United States

Updated: Oct 27, 2021

Ben Felix and his colleague Cameron Passmore of PWL construct globally diversified portfolio with ETF´s and factor tilts - see Canada model portfolio table. Find more details in the paper here (1) for the proposed factor portfolio.


Visten wants to help you achieve your investment goals and proposed model portfolios with ETF´s for Europe and United States based on similar principles.



 

References

*1 Benjamin Felix, Portfolio Manager, PWL Capital Inc., "Five Factor Investing with ETFs"

https://www.pwlcapital.com/wp-content/uploads/2020/12/Five-Factor-Investing-with-ETFs.pdf


Disclaimer

Please consult with your financial professional to see if Visten Model Portfolios are right for you.

This material is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel.

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