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Portfolio diversity going into 2018/19, page-6

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chrisman

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191

06/08/18

21:25

Post #: 34759107
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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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Whats in your fixed interest portfolio?
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0 Great analysis

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