Balanced portfolio
1 million is a huge sum to begin with, it is very important to have growth for this portfolio. at the same time, we also must make sure it is safe from significant losses.
As a result, I’ll allocate my portfolio with 4-3-2-1 strategy.
I am an agreesive investors, I do not believe in bonds, so I will allocate 100% in equity portfolio. firstly, I’ll invest 40% in ETF that generate consistent returns to provide base. one of my favourite holding is $Vanguard S&P 500 ETF(VOO.US$ , it is diversified and safe for long term.
Secondly, I’ll allocate dividend stocks such as $Realty Income(O.US$ to generate passive incomes. this group will have 30% weight in my portfolio.
Thirdly, I’ll go with growth stocks to gain more capital. such company is risky but more returns, such as $Tesla(TSLA.US$. this group of stocks will be 20%.
Lastly, for the remaining 10%, I’ll allocate to options for about 2-3% gain weeklies.
With this portfolio, it should be able to double within the next 10 years.
As a result, I’ll allocate my portfolio with 4-3-2-1 strategy.
I am an agreesive investors, I do not believe in bonds, so I will allocate 100% in equity portfolio. firstly, I’ll invest 40% in ETF that generate consistent returns to provide base. one of my favourite holding is $Vanguard S&P 500 ETF(VOO.US$ , it is diversified and safe for long term.
Secondly, I’ll allocate dividend stocks such as $Realty Income(O.US$ to generate passive incomes. this group will have 30% weight in my portfolio.
Thirdly, I’ll go with growth stocks to gain more capital. such company is risky but more returns, such as $Tesla(TSLA.US$. this group of stocks will be 20%.
Lastly, for the remaining 10%, I’ll allocate to options for about 2-3% gain weeklies.
With this portfolio, it should be able to double within the next 10 years.
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NotRoss : Have learned it! I'm one million short now
lingclass : Thanks for sharing. I learnt a lot. Exciting!
Smartkiss : Thanks