3Sem.
Just checked your portfolio, it's far from diversified, no wonder your monthly performance was negative...
Looking forward to you diversifying and being green by year end 💹
Looking forward to you diversifying and being green by year end 💹
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@Jo_Wolf thanks for the feedback. I’m still learning, so I really appreciate someone with experience taking a look at my portfolio.
I’m aware the lack of diversification is one of my issues right now. Got any tips for me?
I’m aware the lack of diversification is one of my issues right now. Got any tips for me?
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2Sem.
@Diavalboy I have my little rule that I do not let single stocks reach more than 5% allocation. Works for me in case of bad pick, learned it the hard way with Pfizer 😃
But then also I'm highly diversified with a 55/25/20 model (55% equity, 25% precious metals, 20% bonds) but that's my own thing, it's not for everyone but it's calibrated for my objective to keep my portfolio until I'm 60+ 😄
But then also I'm highly diversified with a 55/25/20 model (55% equity, 25% precious metals, 20% bonds) but that's my own thing, it's not for everyone but it's calibrated for my objective to keep my portfolio until I'm 60+ 😄
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2Sem.
Abou 75% into healthcare with 2 stocks is quite risky..
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•@Jo_Wolf appreciate the insight - sounds like a solid approach.
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@Noord26 you’re right, it’s heavy on healthcare right now.
Those were some of my earliest positions, so they’ve grown quite a bit. I’ve been putting new contributions elsewhere lately, so it should get more balanced with time.
Thanks for the feedback!
Those were some of my earliest positions, so they’ve grown quite a bit. I’ve been putting new contributions elsewhere lately, so it should get more balanced with time.
Thanks for the feedback!
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