BjerkerøstetVelforening
Seuraajaa
Seurannassa
2 stars
Luokitus
Guiding philosophies for pension portfolios:
1. Seek low costs.
2. Seek diversification where possible.
3. Apply factor screens.
4. Sharpe ratios/CAPE matters.
5. Maintain high equity exposure.
6. Avoid bonds.
Trading rules for pension portfolios:
1. Maintain low transaction costs - every ETF purchase must be within parameters for the lowest transactional costs available on Nordnet, roughly <52K NOK at the time.
2. ETF sales can only occur when a position can be broken down into appropriate repurchasing sizes, within 10%. At the time, these positions should be within 52K NOK - 57K NOK for ETF purchases.
3. A decision to sell is only allowed when diversification potential is precent.
4. For sums smaller than 52K NOK, these will be placed into funds.
5. All funds will be sold at the time when the fund portfolio reaches <52K NOK, in order to purchase an ETF.
Elämäkerta
Guiding philosophies for pension portfolios:
1. Seek low costs.
2. Seek diversification where possible.
3. Apply factor screens.
4. Sharpe ratios/CAPE matters.
5. Maintain high equity exposure.
6. Avoid bonds.
Trading rules for pension portfolios:
1. Maintain low transaction costs - every ETF purchase must be within parameters for the lowest transactional costs available on Nordnet, roughly <52K NOK at the time.
2. ETF sales can only occur when a position can be broken down into appropriate repurchasing sizes, within 10%. At the time, these positions should be within 52K NOK - 57K NOK for ETF purchases.
3. A decision to sell is only allowed when diversification potential is precent.
4. For sums smaller than 52K NOK, these will be placed into funds.
5. All funds will be sold at the time when the fund portfolio reaches <52K NOK, in order to purchase an ETF.
Kirjaudu sisään Sharevilleen nähdäksesi omistukset.
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U
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W
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C
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D
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H
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A
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F
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5,50%
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S
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T
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L
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