Whats your portfolio allocation and structure?

Discussion in 'Share Investing Strategies, Theories & Education' started by KJB, 31st Oct, 2016.

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  1. KJB

    KJB Well-Known Member

    Joined:
    25th Jun, 2015
    Posts:
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    Location:
    Perth/Bangkok
    Hi,

    I'm slowly getting through the big threads and its all good stuff!!

    Most of you have at one point or another stated your portfolio (actual or prospective) allocation in % terms and sometimes what entity its held in (own name, super, trust etc)

    I thought it might be a good idea to have this thread as a 'snapshot' - to show the different types of exposure different people are comfortable with ? and to see who has what and where they keep it..

    I'm still in very early days but I'm thinking of (60/40) Aus/International
    - of that 60% possibly 70% ETF's (VAS?) and 30% LIC's (a big portion of that in something like QVE -maybe just QVE?? to spread some love to asx ex-20??)
    - VGS for the 40%
    - ill just be treating my cash I offset my IP's with as my bonds component.

    As I have my IP's in my own name and the couple more I plan own acquiring will be too Ill be investing in the market through a trust structure.

    Cheers

    Kayne

    P.S - I had a quick look through but couldn't find anything similar - if there is a similar thread already maybe just link it in in a reply

    :)
     
    OscarBravo likes this.
  2. Terry_w

    Terry_w Lawyer, Tax Adviser and Mortgage broker in Sydney Business Member

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    Most would have multiple structures.