What does your portfolio look like right now? And what is your strategy going forwards?
I am always curious to know what other people's portfolios look like, and I think it could be a very useful learning experience to get a feel for how people are positioning themselves in this market.
Therefore I hope that lots of people can post here with a guide to what their portfolio looks like - obviously you can be as specific or as broad as you like depending on how much detail you want to go into. For example you might not want to say the name of an obscure small cap you're invested in, you could just say "Small Cap Technology Stock".
My portfolio as of 30/4/08, all equities unless otherwise stated:
Cash - 72.5%
Oil Stocks (BP & Shell) - 6%
Emerging Market Funds - 4.5%
Chinese RMB (cash) - 4.5%
UK Fund - 2.5%
Alternative Energy Fund - 2%
GlaxoSmithK - 2%
Mining Fund - 1.5%
Water Fund - 1.5%
Europe Fund - 1.5%
Japan Fund - 1.5%
I have my eye on a few ETFs (Taiwan&Infrastructure) and a US Fund, but am waiting for a summer correction before diving in further.
Answers
412 points
MajorPayne answered one year ago …
I'm in roughly 50% cash, the other 50%:
3 Vanguard Mutual Funds - more on the aggressive end, but with a lot of international exposure to offset the US exposure I have.
FXP
And a handful of US equities, mainly large tech (INTC, MSFT, ORCL, GOOG)
-Major
141 points
gap answered one year ago …
You are substantially in cash...have some direct exposure to a dedicated India Fund...especially buy in on any significant correction...Sensex is 17500 right now after a high of 21000 in Jan this year and has bounced back from lows of 15000...it may yet test this bottom in the next two months before it marches on past 21000 again inside a year to eighteen months....a long term play of three years will fetch you very good returns.... despite Inflation rearing it's ugly head past 7% as food and oil register record highs...Oil at US $ 120 !.... it would not compromise growth too much...India will continue growing close to 8% annually...Think about it if you're not covering India in your 4.5% exposure in Emerging Market Funds...I'm a die hard India Fan and have got a fabulous return of over 200% in the past three years from Indian Stocks
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3943 points
MNSL answered one year ago …
I think your portfolio looks very safe under the current market situation.
However we must not forget every time there is a bull market somewhere. Only thing is we must able to identify excellent investment opportunities at the early stage.
I think it is better to have some percentage in frontier markets as well. Analysts expect Asian frontier markets to outperform this year and next year.
2769 points
Oldman answered one year ago …
One of the areas that is absent are the drybulk and oil shippers...another is direct investment in Brazilian infrastructure or utilities...Brazil just got a boost to its "investment" grade, but the funds and EWZ are generally hyper from commodity pricing (steel, grains, ore going to Chindia).
Being retired, I'm at the opposite end of the investing schema from you...but I would recommend a small position to be purchased this Summer in U.S. Timber/Land companies, because the trees grow when they're not harvested for new construction...and timber has out-performed every sector for the last 50 years...either because of sudden spikes in demand, or because it's a source of marketable land. Now, timber related trades are decreasing in pricing here in the U.S. and in Canada, due to decreased demand for pulp and lumber, but that won't continue forever...and most pay great dividends: possibilities include RYN, PCL, Deltic< ALEX, JOE, etc. Look at a 5 yr chart to see if they've decreased to a reasonable price point.
I don't try to time the markets, any more, vs. cash...as long as i hold 3-5 yrs of "expense" money in liquid form (even if it depreciates or the interest rate is low), I always look for small positions to add dividends and diversify holdings. For a timing model, you might check out Ulli's site, which uses 200 day moving averages and has been quite useful in the past, as far as when to invest - and which sectors appear to be overbought/oversold :
http://www.successful-investment.com/index.html
My current allocation is roughly 50% U.S. and 50% foreign; 30 % in cash; 10 % in business development companies or private equity (LUK, CSE, etc.); 10 % in infrastructural positions (MFD, MIC, etc.) none in direct ownership of banks (although ICIC and HSBC look like long term buys);10 % in REITs, 10 % in commodities (from GLD to SLX); 10% in royalty trusts of energy, services and "strange things" like funeral services and medical clinics (if one doesn't work, the other picks up the failures); 5% in dry-bulk shippers (GNK...too pricey now, SBLK...because dividends seem attractive; DSX and EGLE, etc.). It's a well diversified portfolio that also includes maturing TIP's (not for new reinvestment, but to put into a basket of stronger currencies).
For most overseas investments I use closed-end funds or mutual funds that have good, long-term returns and presence in the countries that they invest in: MCHFX, MINDX, EUROX, and FLATX, are examples...but not purchased recently...although "Foreign "real estate is now going up, while Developed country real estate seems to be going down..
