Hi I everyone I have 3 different porfolios that I manage, of my friends and familes. One porfolio is this, can you please make any comments or suggestions. 100 * 33 LULU =3300 1 * 3000 BRK.B =3000 20 * 85 SRS = 1700 100 * 14.50 AUY = 1450 If you guys can comment on this porfolio, and maybe offer some suggestions. This is supposed to be a balanced porfolio, I dunno if you guys have any suggestions. I am looking at medium level growth. Thanks Sikh Invetor
What makes it balanced? Do you have cyclicals and defensive stocks? Income and Growth stocks? Stocks from a few different sectors to reduce concentration in a specific sector or industry? Speculative and Blue Chips? Some things to consider...
please take a look at my portfolio as well NON RRSP EWY ishare south korean etf @ 68 70 shares VWO vanguard emerging market etf @ 113 40 shares MMM 3M @85 40 shares LULU lemon @ 43 50 shares SBUX starbucks @ 26 70 shares now down by about 1400 i also hold some TD canada trust mutual funds 4000 dollars worth of latin america fund 2000 dollars worth of monthly income fund question: should i exit on the mutual funds and just buy etfs?? am i not diversified enough/too agressive i am aiming to hold on for long
Your portfolio will probably perform about the same as a world index. If your goal is to match a world index, than it's probably good enough. If you want to peform better than a world index, you are over diversified with the ETF's and mutual funds.
The diversification con of wall street???? buy my mutual fund...buy mine too...you'll be more diversified. For ultra ultra diversification add my mutual fund to your portfolo