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Bryan

26 Aug 2020

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Hi Sam, can you share about your own personal portfolio allocation among the different asset classes?

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Samuel Rhee

26 Aug 2020

Chief Investment Officer at Endowus

I have a very diversified exposure. I have a significant overweight position in equities and growth assets. It would also include my investments in venture capital and private securities(the only difference is that it is locked up an illiquid but it is still equities!) as well as public market equities. I have a pool of assets that I managed as safer allocation in 100% fixed income portfolio. If I combine everything I would say I am closer to 80% equities and 20% fixed income in my core wealth asset allocation.

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What is the difference between a strategic asset allocation and tactical asset allocation strategies? what are some common asset classes for each of the portfolio strategy?

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