facebookAre you willing to share what your financial portfolio look like? Or if not so specifically, maybe can share what percentage of it is being made up by different financial asset classes? - Seedly
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Anonymous

08 Jun 2021

Are you willing to share what your financial portfolio look like? Or if not so specifically, maybe can share what percentage of it is being made up by different financial asset classes?

I have been investing for about a year and realise that most people are unwilling to share what their portfolio looks like. I can understand but figured that if I know how experienced investors' portfolios look like, that will give me a better understanding of creating a bulletproof portfolio.

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    What are your thoughts?

    Gabriel

    Gabriel

    19 Dec 2020

    Level 12ยทUndergraduate at National University of Singapore

    1. US Stocks (59.4%) +65.32% (in USD)

    • Tesla (TSLA)

    • Square (SQ)

    • Salesforce.com (CRM)

    • SEA Ltd (SE)

    • ARK Genomic Revolution Multi-Sector ETF (ARKG)

    2. AutoWealth (22.3%) +16.8% (in USD) / +11.6% (in SGD)

    - Level 4 (80% Equities, 20% Bonds)

    • Vanguard Total Stock Market Index Fund ETF Shares (VTI)

    • Vanguard European Stock Index Fund ETF Shares (VGK)

    • Vanguard Pacific Stock Index Fund ETF Shares (VPL)

    • Vanguard Emerging Markets Stock Index Fund ETF Shares (VWO)

    • iShares 7-10 Year Treasury Bond ETF (IEF)

    • SPDR Bloomberg Barclays International Treasury Bond ETF (BWX)

    3. Endowus (18.3%) +12.29% (in SGD)

    - Cash Advised Portfolio (100% Equities)

    • Dimensional Pacific Basin Small Companies Fund

    • Dimensional Emerging Markets Large Cap Core Equity Fund

    • Dimensional Global Core Equity Fund

    • LionGlobal Infinity US 500 Stock Index Fund

    Some US stocks on my watchlist are Sea Ltd, Teladoc, ARKK ETF and a couple of others. My plan is to exit the SG market (which I have), use both Endowus and AutoWealth for passive investment, and allocate a small portion to the US market where I do individual stock picking (for growth) - a mixture of both passive and active approach. I'm also looking to get some exposure to the China marketโ€‹โ€‹โ€‹

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      Currently:

      US stocks. MSFT, AAPL, AMZN, FB, GOOG. Approx 70%
      Method:1 lump sum every quaterly/market major correction.

      SG stocks. Most REIT and Banks. Approx 30%
      Method: DCA monthly.

      Goal to avg down as low as possible

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        Val Yap

        Val Yap

        18 Nov 2020

        Level 8ยทChief Executive Officer and Founder at PolicyPal

        Hi Anon,

        There is never a correct answer as to what investment instruments suits you the best. I s...

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