One-Time Consultation: UCITS ETF Portfolio Review for Non-US Investor

Posted yesterday

Worldwide

Summary

I’m looking for an experienced investment advisor for a one-time consultation and independent second opinion on my long-term ETF retirement strategy. I am a Serbian citizen and tax resident, a non-US person, and plan to invest through Interactive Brokers using USD. My proposed portfolio is: 80% VUAA (Vanguard S&P 500 UCITS ETF, Ireland-domiciled, accumulating) 20% CNDX (iShares NASDAQ 100 UCITS ETF, Ireland-domiciled, accumulating) My plan is to invest approximately $1,000/month for the first 3 years and at least $500/month for the following 17 years, with a 20+ year investment horizon for retirement. I would like an expert to critically review the portfolio, including: - VUAA/CNDX vs VOO/QQQM for a non-US investor - 80/20 allocation and portfolio concentration - UCITS structure and fund domicile - Dividend withholding and US estate-tax considerations - Long-term risks - Retirement withdrawal strategy - Considerations if I change tax residency in the future I am specifically looking for someone experienced with UCITS ETFs, non-US investors, Interactive Brokers and long-term passive investing. This is a one-time consultation, not portfolio management or active trading. CFA, CFP or equivalent professional qualifications are preferred. When applying, please briefly describe your experience advising non-US investors using Ireland-domiciled UCITS ETFs.

  • $100.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Financial Planning
Investment Strategy
Activity on this job
  • Proposals:Less than 5
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Mar 1, 2022
  • Serbia
    Backi Sokolac4:12 PM
  • $354 total spent
    4 hires, 0 active
  • 9 hours
  • Media & Entertainment
    Small company (2-9 people)

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