Year pasts. Let's summarize the results of Asset Allocation portfolio.
Our long-term investment portfolio “Babylon Globe” gets 7% between 22-23 December 2015 and 30 December 2016. Rather good results for asset allocation portfolio. S&P 500 for this period increases in 10.45%. It is more important for this strategy to get stable and good results on long periods of time, so our 3% of market losing is not terrible. Let's see in future results for minimum 10 years.
Babylon Globe in 2016:
Shares (proportion 63,97%): DHI (3,19%), LEN (3,27%), HEIG.DE (2,67%), NDX1 (3,54), VWS.DE (4,64), GTQ1.BE (3,97%), FB (3,52%), WMT (4,05%), MSFT (3,7%), AAPL (3,59%), ATVI (3,93%), EA (4,61%), MRK.DE (3,22%), QIA.DE (3,58%), ARCC (3,79%), CBSH (4,24%), CM (4,45%).
Bonds (proportion 12,01%): ETF HYD
Gold (proportion 12,01%): ETF IAU
REIT (proportion 12,01): ETF VNQ
In december 2016 I change 5 stocks and change the proportion of assets. New portfolio:
Shares (proportion 70,41%): TMHC (4,21%), KBH (3,96%), HEIG.DE (5,81%), EKT (4,46), SIE (3,83), GTQ1.BE (4,34%), FB (3,58%), WMT (4,33%), MSFT (3,87%), AAPL (3,61%), TTWO (3,07%), EA (4,91%), MRK.DE (3,25%), QIA.DE (4,37%), ARCC (4,11%), CBSH (3,6%), CM (5,08%).
Bonds (proportion 9,88%): ETF HYD
Gold (proportion 9,9%): ETF IAU
REIT (proportion 9,8): ETF VNQ