facebookHi Sam, can you share about your own personal portfolio allocation among the different asset classes? - Seedly
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Bryan

Bryan

Level 3

26 Aug 2020

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

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    What are your thoughts?

    Samuel Rhee

    Samuel Rhee

    26 Aug 2020

    Level 8ยทChief 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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