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Portfolio diversity going into 2018/19, page-2

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fred nurk

9 Posts.

31/07/18

16:18

Post #: 34650832
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Originally posted by stephenp ↑

I have been retired for about 5 years and have funds in a SMSF (68%) as well as an industry fund (32%). The investments have the following overall structure and have returned 8-9% pa over the last five years. I have another income stream so can afford to take a higher risk but not too high.

Cash (term deposits and fixed interest funds) 33%
Property funds 11%
Infrastructure funds 5%
Australian stocks (direct investment, managed funds) 17%
International stocks (direct investment, ETFs, managed funds) 33%
Other 2%

I do this type of analysis several time a year and international investments are creeping up as they give a much better return. However, I am getting a little uncomfortable with the proportion in international markets, any thoughts?

Cheers
Stephen

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I think you've got a great Portfolio ...I like your International exposure of 1/3...
….mine is 66% aust growth shares but hardly any International so I need to do something about it...I think it depends on which markets you think will do well e.g. Europe vs us or just give it to a good fund manager..like..
disclosure : I hold Templeton global growth
cash is good too....you're well prepared for any downturn.
cheers
1 Upvote

0 Great analysis

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