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Anonymous

20 Apr 2021

∙

General Investing

[Rate My Portfolio] Review my portfolio please! 28 YO long term investor

Currently;

CORE
Stashaway 30% Risk - 27%
CSPX - 18%
QQQ/MGK - 14%
Total - 59%

REITS
J69U - 10%
C38U - 5%
Total - 15%

GROWTH
ARKK - 5%
ARKG - 5%
BABA - 5%
TSLA - 6%
Total - 21%

CRYPTO
Bitcoin - 2.5%
Ethereum - 2.5%
Total - 5%

Would you do anything different?
I understand that perhaps I am putting too much in Stashaway and should move out to save on fees. Currently paying 0.6% in management fees.

Appreciate any advice! Thank you very much

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JeffreyLeeZQ

20 Apr 2021

Writer at Jeffreyleezq.com

I think your portfolio is pretty diversified, and with a risk level that is acceptable (to me).

For me though, I would likely allocate a little bit more to growth.

Not sure about your portfolio size, but if you have something around $200k, you can consider priority banking with Standard Chartered.

With priority banking, you get perks like no minimum brokerage fees, where you can literally buy one share and be charged the brokerage fee of that one share only, subject to no minimum brokerage fee.

There are also no holding fees or custodian fees involved. If you are keen to, let me know cause I think I can refer you and both of us can get some nice cash reward in the process.

Also, if you are interested, you can check out my portoflio here too. :) https://www.jeffreyleezq.com/my-investment-port...

Cheers and all the best in your investment journey! :)

- Jeffrey (jeffreyleezq.com)

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