本文发表在 rolia.net 枫下论坛Allocation:
40% in China ETF ( FXI) and Asia fund (Fidelity Asia): Asia will continue to outperform this year. For China stocks, the HK listed is a better deal than the SH or SZ listed now; Expect 20% return.
20% in Global Equity (Trimark fund): that’s my exposure to Europe and Latin America. Expect 15% return.
15% in Austraila ETF (EWA): Defensive play on Asia growth. It’s a resource driven economy but better positioned than Canada because of it’s geographical proximity. Expect 20% return.
15% in Canada: Just to show my patriotism. 10% in Energy (XEG) and 5% in TSX. Expect 10% return.
10% speculative: I’ll wait for market shocks before I buy stocks on my watch list, as I don’t think I am a good stock picker. Before that happens, this portion will be invested in money market. Options trading is also within this limit. Expect 15% return.
You might have noticed that there is no bond, no balanced fund. Yes, I only use mutual fund when I can’t find a good ETF. And we can discuss the pro and cons for that…更多精彩文章及讨论，请光临枫下论坛 rolia.net
40% in China ETF ( FXI) and Asia fund (Fidelity Asia): Asia will continue to outperform this year. For China stocks, the HK listed is a better deal than the SH or SZ listed now; Expect 20% return.
20% in Global Equity (Trimark fund): that’s my exposure to Europe and Latin America. Expect 15% return.
15% in Austraila ETF (EWA): Defensive play on Asia growth. It’s a resource driven economy but better positioned than Canada because of it’s geographical proximity. Expect 20% return.
15% in Canada: Just to show my patriotism. 10% in Energy (XEG) and 5% in TSX. Expect 10% return.
10% speculative: I’ll wait for market shocks before I buy stocks on my watch list, as I don’t think I am a good stock picker. Before that happens, this portion will be invested in money market. Options trading is also within this limit. Expect 15% return.
You might have noticed that there is no bond, no balanced fund. Yes, I only use mutual fund when I can’t find a good ETF. And we can discuss the pro and cons for that…更多精彩文章及讨论，请光临枫下论坛 rolia.net