evening everyone, i would like to hear any views on the following question.
I have a hypothetical portfolio of $100m and a benchmark portfolio of the same amount with only the following stocks TLS, BHP, ANZ, AMP each make up 15% and also 10 yr AUS bond and US bond make up 20% each. The question is i can allocate my portfolio any % i want with the following stocks / bonds but the goal is to outperform the benchmark by 10% within the next 3weeks and the reasons why i allocated this way.
I am a close follower of the stock market and have many stocks that i follow / read on this site each day but with the current market conditions i think the chances of a 10% better portfolio performance is difficult.
im currently thinking having zero % in bonds, 35% AMP, 30% BHP, 20% ANZ and 15% TLS with +- 5% each
i have been reading peoples views on this site for over 3yrs and i know i will get a mixed response which is good.
thanks
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