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My Stock Portfolio- Preparing for Financial Freedom

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hightea The past few weeks has been good for equities. Yesterday, the S&P 500 rose back to above 1,000 although it is trading below that today.

At the moment, my wife and me are holding on to:

  1. A food company
  2. A regional ETF
  3. A commodity/Agriculture company
  4. An educational firm
  5. A local bank
  6. A stock exchange company
  7. A property Reit
  8. An electronic manufacturer
  9. A country EFT
  10. An index fund- S&P 500 which is dollar averaging each month
  11. A unit trust/mutual fund buying to the Asian region, again dollar averaging each month
  12. A Europe regional unit trust
  13. A country unit trust
  14. A sub-Asian unit trust
  15. A battery company

It looks like we are pretty much into equities and funds without any consideration for bonds or fixed income funds. At the moment, we rate ourselves as investors who are comfortable with a relatively high level of risk.

Our property price has risen and we see flyers advertising the last housing sale which indicate that we are sitting on a rise of around 70%, which is around 14% per annum.

Fingers crossed, we are hoping to be able to still in a job for a few years yet while we build up our retirement nest and look for opportunities to continue to build up our holdings in various companies, financial instruments which we will scrutinize and try to understand.

As you prepare for your own financial freedom and retirement, what is your portfolio like?

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The information contained in this blog is prepared from data believed to be correct and reliable at the time of publication of this report. The authors do not make any guarantee or representation as to the adequacy, accuracy, completeness, reliability of the information contained herein. Neither the authors or any affiliates or related persons shall be liable for any consequences (direct or indirect losses, loss of profits and damages) of any
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Shares and financial instruments illustrated in this blog can go down sharply or in certain instruments suffer total loss on the initial investments. Investors are advised to make their own judgment on the information provided and consult their own financial advisors or consultants as to the suitability of the products illustrated to their particular financial needs and objectives before acting on any information contained herein in this blog.