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Old 22.01.2020, 14:06
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Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

I’m looking for great ultra low cost etf investment options like the Vanguard S&P500 but it seems like you need to buy it through a Swiss stock broker which means heavy fees. I called them and that’s what they said when you are not American.

Where/how can I buy ETF with minimum fees in Switzerland? im looking to compound part of savings (100.000chf) over 20/30 years. So stable good return is important. Heavy negative return could damage the compounding a lot so less return for stability is good. Something like Ray Dalio allweather fund would also be very interesting.

But we need to get rid of the extra fees that has a heavy cut on the longterm returns.

I would like to replicate this cheap:
http://www.lazyportfolioetf.com/allo...o-all-weather/

Last edited by timpeterson; 22.01.2020 at 14:16. Reason: Link
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Old 22.01.2020, 14:14
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

Consider opening a brokerage with Charles Schwab, London. Then buy Vanguard or other ETFs through it:

https://www.schwab.co.uk/public/schw...n/us-investing
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Old 22.01.2020, 16:24
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

Interactive Brokers.

https://ndcdyn.interactivebrokers.co...Selector?ct=US
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Old 22.01.2020, 16:35
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

I use CornerTrader and the fees are acceptably low. I haven't been able to locate any fee-free offerings like those widely available in the US nowadays.
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Old 22.01.2020, 16:55
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

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I use CornerTrader and the fees are acceptably low. I haven't been able to locate any fee-free offerings like those widely available in the US nowadays.
Interactive Brokers
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Old 22.01.2020, 23:14
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

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Interactive Brokers
Not fee-free.
Custody fees go away though after 100k USD assets.
And until then all the trading fees are counted towards the custody fee. (e.g. 4USD worth of trades in a month --> custody fee is only 6USD)

But cheapest solution by far in almost every case.
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Old 23.01.2020, 09:37
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

Degiro.ch is the cheapest.
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Old 23.01.2020, 16:59
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

Large variation of options, is there any agreement here to what would be good option. May I add, reliability would be important as well. I would prefer to invest directly with Vanguard since they have a strong reliable name to maintain. Low cost and reliable!!

Does anyone know why they would only offer to Americans? Seems like slot of lost clients.
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Old 23.01.2020, 17:15
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

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Large variation of options, is there any agreement here to what would be good option. May I add, reliability would be important as well. I would prefer to invest directly with Vanguard since they have a strong reliable name to maintain. Low cost and reliable!!

Does anyone know why they would only offer to Americans? Seems like slot of lost clients.
They chose to only be licensed to deal with US residents, brokers can be licensed to deal with anyone. Charles Schwab for example
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Old 25.01.2020, 23:14
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

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Consider opening a brokerage with Charles Schwab, London. Then buy Vanguard or other ETFs through it:

https://www.schwab.co.uk/public/schw...n/us-investing
Do they have an office in Zürich? Do they have online service. Are their fees alot higher than vanguard directly?
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Old 25.01.2020, 23:23
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

Thank for the great answers.

So to sum up. What would you say is best for a passive investor in Zürich. I won't have time to research everything so just need a reliable low-cost broker like vanguard.

What do you use yourself and what would you recommend to an investment enthusiast that is not working as trader/investor.

I'm currently very inspired by this guy, and more or less blindly trusting him since i have not yet found any negative review of him are the investment strategies he recommend:
How to implements his ETF strategy in EU (still hard to decide)
https://jlcollinsnh.com/2014/01/27/s...for-europeans/
Resume of his book and investment mindset:
https://youtu.be/T71ibcZAX3I?t=1416


Is it Degiro.ch, Interactive Brokers, CornerTrader or Schwab?
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Old 26.01.2020, 08:43
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

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Do they have an office in Zürich? Do they have online service. Are their fees alot higher than vanguard directly?
They have a Swiss phone no, only online AFAIK, they don't charge for dealing so Identical costs to going directly.
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Old 02.02.2020, 12:43
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

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They chose to only be licensed to deal with US residents, brokers can be licensed to deal with anyone. Charles Schwab for example
That's not really the case
https://www.vanguard.ch/privateinves...portal?lang=en

If memory serves me right, however, you need at least 100K CHF if you want to invest directly with Vanguard CH.
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Old 02.02.2020, 12:48
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

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Thank for the great answers.

So to sum up. What would you say is best for a passive investor in Zürich. I won't have time to research everything so just need a reliable low-cost broker like vanguard.

What do you use yourself and what would you recommend to an investment enthusiast that is not working as trader/investor.

I'm currently very inspired by this guy, and more or less blindly trusting him since i have not yet found any negative review of him are the investment strategies he recommend:
How to implements his ETF strategy in EU (still hard to decide)
https://jlcollinsnh.com/2014/01/27/s...for-europeans/
Resume of his book and investment mindset:
https://youtu.be/T71ibcZAX3I?t=1416


Is it Degiro.ch, Interactive Brokers, CornerTrader or Schwab?
You don't have time to do your own homework, so you ask us to do it for you?

How about asking Google instead?, e.g., https://brokerchooser.com/best-broke...-for-europeans
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Old 02.02.2020, 14:30
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

I’m with DEGIRO. Works quite well. However limited number of US based ETF as they do not meet certain requirements. They do offer some equivalent ones traded on European stock exchanges
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Old 02.02.2020, 15:36
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Re: Cheapest way to invest in S&P 500 or similar allweather fund in Switzerland?

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Degiro.ch is the cheapest.
By what criteria?
Can you list the fees here, for custody / forex / trading?

@timpeterson - you already got your answers.
Google 2-3 of the listed ones and check their fees (and availabilities of the ETFs you want to buy - I know Degiro stopped selling US-domiciled ones to CH clients, IB still does), and decide according to your trading plans (frequency and amounts).
We cannot decide for you.
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