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Is anyone investing in Australian Bonds supposedly running at 8.5%, page-15

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TheCapatilist

4,124 Posts.

103

21/01/20

19:09

Post #: 42499630
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Originally posted by woollydog: ↑

my thoughts
IMO that is far too high a cash weighting considering how low interest rates are, so any money in cash
is effectively going backwards compared with CPI or inflation.
those fees are huge and I can't see why with a little homework and enthusiasm one can't set up one's own portfolio
and save $3900 plus $1640 annually. I have never used an advisor.
Netwealth Super accelerator does not require an advisor, neither does Perpetual Wealthfocus Super.
personally my Super portfolio at present holds roughly
10% fixed interest ( 80% is domestic )
10% unlisted commercial property trusts
10% alternatives ( long short funds / private equity / macro hedge funds )
5% infrastructure
35% Australian share funds ( both active & index ) & LICs
30% international share funds ( both active & index ) & LICs
but I also hold direct shares, LICs, cash, & property outside of Super as you never know what governments will do with Super.....

good luck.

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I'd prefer your portfolio woollydog and save the fees also.

All my personal investments are outside of super and I'm positioned as such:

20% Alternatives
5% direct shares
5% cash
40% International LICs with a large focus on Asia
30% Australian LICs

I am going to semi retire , at age 55, at the end of the year.
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