Maybe in some countries it can be a taxable event (e.g. Ireland ?).
(A bit off topic,) I always thought that instead of selling and make a taxable event, I rather buy only, in this case, the smaller assets to have again the original weights.
With fractional shares would be easier. Btw, the portfolios of those ETFs are a bit overcrowded with too much ETFs and some overlapping each other.
Maybe a (core) ETFs’ portfolio made of:
- Global Stocks = MSCI World + MSCI EM (or instead only MSCI ACWI) + MSCI FM (for the people with a completeness fetiche
) or just MSCI World - Global Bonds or National Currency Bonds
(Plus #1) For an ETF broad asset allocation:
- Gold
- Money Market in National Currency
(Plus #2) For crypto fans:
- Bitcoin or other Crypto ETP or a Crypto Basket ETP
Bottom-line:
1 Stock ETF (or 3 separate ETFs) + 1 Bond ETF
or
1 Stock ETF (or 3 separate ETFs) + 1 Bond ETF + 1 Gold ETF + 1 Money Market ETF
or
1 Stock ETF (or 3 separate ETFs) + 1 Bond ETF + 1 Gold ETF + 1 Money Market ETF + 1 Crypto ETP
Minumim = 2 ETFs
Maximum = 7 ETF/ETPs
