Local vs Offshore: Finding The Right Balance

About this episode

Warren Ingram and Pieter de Villiers discuss balancing local and offshore investment exposure in tax-free accounts.

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 Show00:29 Audience Engagement and Future Plans01:24 Voice Note 1: Local vs Offshore Exposure in TFSA02:49 Principles of Portfolio Construction and Simplicity04:08 Long-Term Focus and Asset A...

People in this episode

Host: Warren Ingram

Guest: Pieter de Villiers

Topics covered

• local exposure
• offshore exposure
• tax-free investment accounts
• portfolio construction
• diversified investing

Keywords

• local vs offshore
• investment strategies
• tax-free accounts
• portfolio construction
• long-term investing

Mentioned in this episode

Organizations: MSCI World, MSCI ACWI

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