Sign up  |  Log in

Let's open our portfolios!

I would be interesting to see what kind of positions others have. Share you portfolio and position weights if you want. I’ll go first :

Equity:

50% is iShare Core MSCI World ETF

10% iShares Core MSCI Emerging Markets ETF

10% SPDR MSCI Europe Small Cap Value Weighted ETF

10% SPDR MSCI USA Small Cap Value Weighted ETF

10% Global Top Pharma mutual fund 

A small position in Global Cord Blood Corp (CO) and Lockheed Martin (LMT) 

Others:

Cash saved up for bear market and possible real-estate/apartment investment.   

If you're the first out the door, that's not called panicking

See how TagniFi is helping investment professionals streamline their valuation and analysis process in Excel. Sign up for a fee trial today.

did you draft an ips for yourself?

Yeah I did. It doesn’t meet the CFAI standards for an IPS but it’s still an IPS. 

If you're the first out the door, that's not called panicking

i do a core-satellite strategy combined with market timing and hedging.. right now its basically 30%SPY, 30% QQQ, 25% in about 10 stocks, and the rest in a couple bond ETFs.. i avoided a big part of move lower since October but got back in under S&P 2450.. really tricky right now.. 

Codtrawler87 wrote:

I would be interesting to see what kind of positions others have. Share you portfolio and position weights if you want. I’ll go first :

Equity:

50% is iShare Core MSCI World ETF

10% iShares Core MSCI Emerging Markets ETF

10% SPDR MSCI Europe Small Cap Value Weighted ETF

10% SPDR MSCI USA Small Cap Value Weighted ETF

10% Global Top Pharma mutual fund 

A small position in Global Cord Blood Corp (CO) and Lockheed Martin (LMT) 

Others:

Cash saved up for bear market and possible real-estate/apartment investment.   

What’s your cash reserve size compared to your equity investments?

It ain't what you don't know that gets you in trouble. It's what you know for sure that just ain't so.

Just went from 80% invested in equities (70/30 US and exUS) to 20 % invested in equities (what remains is high dividend blue chip etfs) as I am currently very spooked about what the next 6 to 12 months holds.  While I believe in the buy and hold inevitability of superior returns in stocks if there is a possibility of bypassing substantial downside performance I love what that can do as well to returns over time.

Not suggesting that I or anyone can time the market but just need to catch my breath on the sidelines for a bit and see what the apparent cyclical and fiscal/monetary and slowing growth state and global dysfunction is about to bring.

Now to find someplace to park the money :)  Leaning toward liquid floating rate debt debt instruments.

60/40 Active passive baby

I’m j/k - I have like maybe 10K to invest - and even then I can’t invest as freely as I want to with my job.

¯\_(ツ)_/¯ It be like that sometimes.

Codtrawler87 wrote:

I would be interesting to see what kind of positions others have. Share you portfolio and position weights if you want. I’ll go first :

Equity:

50% is iShare Core MSCI World ETF

10% iShares Core MSCI Emerging Markets ETF

10% SPDR MSCI Europe Small Cap Value Weighted ETF

10% SPDR MSCI USA Small Cap Value Weighted ETF

10% Global Top Pharma mutual fund 

A small position in Global Cord Blood Corp (CO) and Lockheed Martin (LMT) 

Others:

Cash saved up for bear market and possible real-estate/apartment investment.   

Isn’t there a ton of overlap buying world fund then buying regional funds?

yes. but you can think of it as overweighting those regions. like for world, about 10% is proly in small cap, so with that portfolio you got 5% in small cap, so buying an additional 10% in small implies a 15% weight on it.

I love my cheese. I got to have my cheddar.

Galli wrote:

Codtrawler87 wrote:

I would be interesting to see what kind of positions others have. Share you portfolio and position weights if you want. I’ll go first :

Equity:

50% is iShare Core MSCI World ETF

10% iShares Core MSCI Emerging Markets ETF

10% SPDR MSCI Europe Small Cap Value Weighted ETF

10% SPDR MSCI USA Small Cap Value Weighted ETF

10% Global Top Pharma mutual fund 

A small position in Global Cord Blood Corp (CO) and Lockheed Martin (LMT) 

Others:

Cash saved up for bear market and possible real-estate/apartment investment.   

Isn’t there a ton of overlap buying world fund then buying regional funds?

Shouldn’t be too much. MSCI World is mainly Large Cap in developed economies. 

If you're the first out the door, that's not called panicking

In general I am in about 50% leveraged etf for domestic exposure and then value rules based etfs for foreign exposure (shareholder yield etc)  And periodically I put on single stock picks, but only when they seem obviously too cheap. And that doesn’t happen very often in the markets