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My investment plan

  • 05-11-2009 9:39am
    #1
    tolkarovers
    Registered Users, Registered Users 2 Posts: 28 ✭


    Hi,
    I'd like to get people's opinion on my investment plan please....

    I am working towards building up a diversified portfolio of ETFs based on the below prortfolios:
    http://www.fundadvice.com/portfolio.html

    Specifically I am aiming for the below spread:
    Desired Allocation%Cash0Commodity0Dom Lrg Cap Growth7.5Dom Lrg Cap Val7.5Int Lrg Cap Growth6Emerging Markets6Dom Sml Cap Growth7.5Dom Sml Cap Val7.5Int Lrg Cap Val6Int Sml Cap Growth6Int Sml Cap Val6ST bonds12Intermediate term bonds20inflation proof 8

    I know cash is at 0 in the above list, but I always keep 3 months salary in cash with immediate access.

    I have no debts.

    Other investments I hold:
    us freewayISEQ20Celtic freewayBiotec freewayTech freewayFTSE100Euro freewayVanguard Small-Cap Value ETFEmerging markets etf

    Does anyone have any opinions on whether this is a good plan?

    I know I will be very exposed to the dollar.
    Thanks,
    Rich


Comments

  • #2
    tolkarovers
    Registered Users, Registered Users 2 Posts: 28 ✭tolkarovers


    Any feedback on this guy :)


  • #3
    ED 209
    Closed Accounts Posts: 44 ✭ED 209


    I don't like dollar investments. Not good for us euro heads right now.


  • #4
    tolkarovers
    Registered Users, Registered Users 2 Posts: 28 ✭tolkarovers


    correcting original post to make more readable:

    Specifically I am aiming for the below spread:
    Desired Allocation %
    Cash 0
    Commodity 0
    Dom Lrg Cap Growth 7.5
    Dom Lrg Cap Val 7.5
    Int Lrg Cap Growth 6
    Emerging Markets 6
    Dom Sml Cap Growth 7.5
    Dom Sml Cap Val 7.5
    Int Lrg Cap Val 6
    Int Sml Cap Growth 6
    Int Sml Cap Val 6
    ST bonds 12
    Intermediate term bonds 20
    inflation proof 8

    I know cash is at 0 in the above list, but I always keep 3 months salary in cash with immediate access.

    I have no debts.

    Other investments I hold:
    us freeway
    ISEQ20
    Celtic freeway
    Biotec freeway
    Tech freeway
    FTSE100
    Euro freeway
    Vanguard Small-Cap Value ETF
    Emerging markets etf


    ***** also - is it not a good time to buy dollar investments with euros?


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