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Anonymous

27 Aug 2020

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General Investing

Is my portfolio diversified enough? Any advice would be helpful. Long term investment horizon > 10 years?

Core fund;
$75k in VWRA (Porting out of stashaway soon due to high fees)

Satellite funds;
$27k in QQQ
$20k in Reits

I have been thinking whether I should put in CSPX (S&P 500) or continue with VWRA. However, seeing how I have exposure to QQQ, it would be riskier for me to put in CSPX which main allocation comes from tech stocks too.

What would you do if you were me?

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Frankie Rappaport

27 Aug 2020

Seems quite nice if you can stand the risk associated with and patience (more than 15 years) needed with in pure stock investing.

global: VT and SWRD could be nice global ones too, compare aggregate buy/sell and longterm fees (TER, custody, dividend taxation differences). 61% global core allocation seems nice. You could reduce QQQ/REIT a bit to include also 15% or so upcoming China (f.ex. MCHI or PGJ, if less risk averse 5/5/5% CQQQ/KWEB/KURE, risky of course...)

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