Sunday, October 11, 2015

Update on portfolio allocations

Due to recent changes in portfolio I decided to post an update about our allocations.
Our portfolio is currently allocated as follows:

Stocks 96,2%
Gold 1,9%
Cash 1,9%

No bonds.
I simply substitute bonds with quality dividend payers in our portfolio.

Geographical Allocation (stocks):

Europe 61,4%
North America 28,7%
Emerging markets 10,0%

Actually, place of incorporation is pretty meaningless for most corporations we have invested in.
Most operate and sell globally.

Sector Allocation (stocks):

Information Technology 36,2%
Oil & Gas Production 11,9%
Low Emission Power Generation 10,3%
Forest Industry 6,3% (from now on separated from "Other" category)
Communication Service Providers 6,2%
Health Care 5,7%
Mining & Exploration 5,7%
Metal Industry 5,5% (from now on separated from "Other" category)
Other 12,2%

Top 5 positions:

Company/ETF (place of incorporation -- sector) allocation%

Siili Solutions (Finland -- IT) 10,7%
Fortum (Finland -- Power Generation) 9,9%
Western Digital (USA -- IT) 7,2%
UPM (Finland -- Forest Industry) 6,1%
Nokia (Finland -- IT) 5,9%

23,3% of all stock positions are done via ETFs.
None of those positions made it to top 5 though.

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