Local vs Offshore: Finding The Right Balance

In this episode, Warren Ingram and Pieter de Villiers cover how to balance local and offshore exposure in tax-free investment accounts, the differences between global indices like MSCI World and MSCI ACWI, and strategies for long-term diversified investing.

Chapters

• 00:00 Introduction and Purpose of the Show
• 00:29 Audience Engagement and Future Plans
• 01:24 Voice Note 1: Local vs Offshore Exposure in TFSA
• 02:49 Principles of Portfolio Construction and Simplicity
• 04:08 Long-Term Focus and Asset Allocation in Tax-Free Accounts
• 07:28 Tax Implications of Cash and Bond Holdings in TFSA
• 07:57 Index Funds and Passive Investing Strategies
• 08:31 Voice Note 2: MSCI World vs MSCI ACWI – Which to Choose?
• 09:35 When to Switch Funds and Diversification Principles
• 12:46 Understanding Global Equity Indices and Market Exposure
• 14:34 Differences Between MSCI World and MSCI ACWI
• 15:51 Balancing Developed and Emerging Markets in Portfolio
• 16:31 Closing Remarks and Audience Engagement

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