One-Time Consultation: UCITS ETF Portfolio Review for Non-US Investor
Worldwide
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- ExpertExperience Level
- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:Less than 5
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- SerbiaBacki Sokolac4:12 PM
- $354 total spent4 hires, 0 active
- 9 hours
- Media & EntertainmentSmall company (2-9 people)
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