The Money Mustache Community
Learning, Sharing, and Teaching => Investor Alley => Topic started by: PencilThinMustache on February 02, 2015, 11:08:17 AM
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33 y/o, "high income" earner so I'm less risk averse. Planning on working for at least 20 yrs
US stock 65%. (large cap 50%; small/mid cap 15%)
Int stock 20%
US bond 10%
REIT 5%
appreciate your thoughts in advance
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PencilThinMustache,
Your asset allocation is alright. My only concern is your significantly exposed to U.S Equities.
The asset allocation for my investment portfolio looks as follows,
Canadian Equities 22%
U.S. Equities 22%
International Equities 22%
Emerging Markets 22%
Real Estate REIT 12%
With the investment portfolio you are planning on you would have most likely had higher returns in 2014 then myself. I diversify as I do not expect one equity to continually outperform the others.
Let me know what you decide,
Mr. Captain Cash
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33 y/o, "high income" earner so I'm less risk averse. Planning on working for at least 20 yrs
US stock 65%. (large cap 50%; small/mid cap 15%)
Int stock 20%
US bond 10%
REIT 5%
appreciate your thoughts in advance
Nice name.....