Anonymous

27 Aug 2020

∙

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?

1

Discussion (1)

What are your thoughts?

Learn how to style your text

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...)

Reply

Save

Write your thoughts

Related Posts

Besides putting money into portfolios, what advice would you give young investors who are looking to invest money for both short term goals (5 years) and long term goals (more than 15 years)?

A Global Portfolio for long term investment >10 years allocated in the following ETFs would be a good investment? 31% CSPX 26% VWRA 25% AGG 7% IEFA 7% EIMI 4% XME Investing with Syfe Custom

Can help review my portfolio? Long term horizon of at least 10 years. Mainly on ETFs like SWRD+EIMI, CSPX, MCHI, etc.?

Hi. I'm 25, plan to invest 20k for a start and invest 1 or 2k monthly thereafter. Want to do a long term investment, likely 10 to 15 years to grow my wealth. Any advice how I should invest?

I’m 19 years old and would like to get into investing. Should I invest in index or mutual funds? Should I save a monthly goal and use that to invest? My goal is long term growth. Any advice?

Related Posts

Besides putting money into portfolios, what advice would you give young investors who are looking to invest money for both short term goals (5 years) and long term goals (more than 15 years)?

A Global Portfolio for long term investment >10 years allocated in the following ETFs would be a good investment? 31% CSPX 26% VWRA 25% AGG 7% IEFA 7% EIMI 4% XME Investing with Syfe Custom

Can help review my portfolio? Long term horizon of at least 10 years. Mainly on ETFs like SWRD+EIMI, CSPX, MCHI, etc.?

Hi. I'm 25, plan to invest 20k for a start and invest 1 or 2k monthly thereafter. Want to do a long term investment, likely 10 to 15 years to grow my wealth. Any advice how I should invest?

I’m 19 years old and would like to get into investing. Should I invest in index or mutual funds? Should I save a monthly goal and use that to invest? My goal is long term growth. Any advice?