What are peoples asset allocation strategies? I am trying to re-defined my own, after having lost some money! My WIP:
- To hold between 70 - 80 per cent. In the share market (with the ability to deviate in downturns)
- No more than 10% invested in an individual company at the time of investment
- No more than 20% invested in any individual company at any time
- 0-5 hand picked companies: no more than 60 per cent
- 5 - 10 hand picked companies: no more than 70 percent
I am going to start benchmarking my portfolio better as well, so if my hand picked companies don't outperform the funds/ETFs then the percentage allocation gets revised down (and vice versa). I also mix this with "investment considerations" when deciding whether to invest in a company e.g. global revenues, non-correlated industries.
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