My Stock Portfolio- Preparing for Financial Freedom
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:
- A food company
- A regional ETF
- A commodity/Agriculture company
- An educational firm
- A local bank
- A stock exchange company
- A property Reit
- An electronic manufacturer
- A country EFT
- An index fund- S&P 500 which is dollar averaging each month
- A unit trust/mutual fund buying to the Asian region, again dollar averaging each month
- A Europe regional unit trust
- A country unit trust
- A sub-Asian unit trust
- 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?
Related Posts
Disclaimer
reliance placed on information provided in the blog.
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.
Post a Comment