ETF Portfolio Construction


Today’s post is another in the series following a passive investing Meetup group that I organise.


Back in January 2019, I took over the organisation of a Meetup group with more than 350 members.

  • You can read more about that process and experience here.

The number of group members continues to drift upwards, but the meetings have been sparsely attended so far.

London Passive Investing Club

The group is called the London Passive Investing Club. Here’s the description:

This group is for passive DIY investors, and for those who want to become passive DIY investors.

We are primarily concerned with ETF portfolios, but people who use OEICs are also welcome.

Topic we discuss include:

  1. What is an ETF (exchange traded fund)?
  2. What’s inside an ETF?
  3. How do I invest in ETFs?
  4. What does it cost to invest in ETFs?
  5. What does a good ETF look like?
  6. What are the risks of investing in ETFs?
  7. How can I research ETFs?
  8. How do I decide on an asset allocation strategy, and construct a suitable ETF portfolio?
  9. Should I use smart beta / factor ETFs?
  10. How and when should I rebalance my portfolio?
  11. Are the problems of living off my portfolio in retirement (decumulation) the same as those of building up my portfolio in the first place?

At the first meeting I tried to answer as many of those questions as possible.

  • You can find the notes here.
Portfolio construction

The March meeting was organised around a presentation on how to build your own ETF portfolio.

The slides are shown below:


The April meeting of the group will look at Portfolio Rebalancing.

  • You can sign up here.

Until next time.

Mike is the owner of 7 Circles, and a private investor living in London. He has been managing his own money for 40 years, with some success.

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ETF Portfolio Construction

by Mike Rawson time to read: 1 min