Portfolio Asset Allocation
Posted: Mon Feb 14, 2022 11:01 pm
Hi everyone, I appreciate this topic has been discussed many times before but I would appreciate your insights. My current portfolio is mostly equities (Ideco and Nisa - invested in global equity index funds). I am looking for a total portfolio allocation of 80% equities with the remaining 20% invested in bonds or REITs. Atm I am considering Emaxislim advanced country bond fund and Emaxislim Developed Country REIT Fund. What allocation would you advise for this 20% - (10% bonds, 10% REITs) - I am not planning to ever sell these 20% holdings. Interested to hear your thoughts / opinions. Thank you.