I'm often asked for portfolio advice,
especially on individual stocks or mutual funds. I would never give specific
advice to someone unless I had spent significant time
understanding all aspects of their personal situation, goals,
and perspective on risk.
However, I am happy to share my opinions and perspectives on investments as they relate
to my own portfolio. This information may give you new
ideas to consider and explore.
You will find the following information about my portfolio on
this site:
Overall asset allocation
Asset allocation by type, including the mutual funds in
which I'm currently invested
A Frequently Asked Questions (FAQ) about my investment
philosophies and advice
As shown above, my overall asset allocation is heavily weighted
in equities (stocks). The breakouts of each type of stock,
bond, commodities, etc., are available below. I'm heavily
invested in equities due to my investment time horizon (more than 20
years), risk profile (moderately aggressive), and belief that
equities provide greater returns than almost any other asset class
over reasonably long timeframes. However, the other asset
types making up the remaining 25% of my portfolio are also very
important. You can learn more about my asset allocation
strategies in my Financial FAQs section below.
Stocks
My stock mutual funds can be broken
into 5 major categories:
Large Cap
Mid Cap
Small Cap
International
Sector
The chart on the right shows a further breakdown within
each of those major categories, along with the specific
mutual funds included in each.
Non-Stock
My non-stock holdings can also be
broken into 5 major categories:
Long-Term Bonds
Mid-Term Bonds
Short-Term Bonds
Real Estate
Commodities
The chart on the right shows a further breakdown within
each of those major categories, along with the specific
mutual funds included in each.
Frequently Asked Questions (FAQ)
You can read
the answers to common questions about my portfolio strategy
by clicking here.
