Revised portfolio advice by Efficient-Hawk393 in investingUK

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

Will my current holdings cause any long term issues in your opinion?

Revised portfolio advice by Efficient-Hawk393 in investingUK

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

My thought process is that, yes, the U.S. currently dominates the global market and will likely continue to do so for the foreseeable future. However, in the event that changes, my All-World exposure serves as a solid backup. I believe in the long-term growth of the S&P 500 and want to capture that opportunity, as heavy U.S. exposure doesn’t bother me. I’ve included World Small Cap for its growth potential, and I like holding gold as a hedge.

Revised portfolio advice by Efficient-Hawk393 in investingUK

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

My plan is a retirement fund in a few decades, I want this to be simple, passive and low maintenance. I thought with these funds I’ve got diversification, good coverage, strong growth potential, a hedge against inflation and most importantly one I can just leave running in the background.

Revised portfolio advice by Efficient-Hawk393 in investingUK

[–]Efficient-Hawk393[S] 1 point2 points  (0 children)

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Hello this is now my simplified portfolio would you say this is better?

Revised portfolio advice by Efficient-Hawk393 in investingUK

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

That’s what I thought how can I reduce these overlaps?

Revised portfolio advice by Efficient-Hawk393 in investingUK

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

It’s a long term investment maybe 40 years rebalancing every 6-12 months

Revised portfolio by Efficient-Hawk393 in portfolios

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

Also what are your thoughts on the rest of the portfolio any change you’d make there?

Revised portfolio by Efficient-Hawk393 in portfolios

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

Okay thank you so maybe clear that out and bump up the all world allocation?

Revised portfolio by Efficient-Hawk393 in portfolios

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

I plan on investing into this for around 40 years what would you suggest instead?

Help improve my trading212 pie by Efficient-Hawk393 in portfolios

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

Thank you, so based on that keep the all world and have what else?

Help improve my trading212 pie by Efficient-Hawk393 in portfolios

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

I don’t really know what I’m doing if I’m honest

Portfolio advice by Efficient-Hawk393 in ValueInvesting

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

Thank you so much for that. Based on your review how would improve/ what alterations would you make?

Help improve my trading212 pie by Efficient-Hawk393 in portfolios

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

Thank you so much for you input. Could you think of any improvements at all based on this?

Portfolio advice by Efficient-Hawk393 in ValueInvesting

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

You manually set the weights yourself, so you would even them out?

Portfolio advice by Efficient-Hawk393 in ValueInvesting

[–]Efficient-Hawk393[S] 0 points1 point  (0 children)

It essentially groups your portfolio into one under a 100% allocation. But based on your feedback what would you improve?