Long-term asset allocation portfolio in 2016-2046
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This document summarizes a long-term asset allocation portfolio from 2016-2046 that invests in stocks, bonds, gold, and real estate investment trusts. The portfolio was formed on December 23, 2015 and will be rebalanced annually. It invests over $300,000 across 7 strategic sectors: construction and real estate, alternative energy, internet resources, IT giants, virtual games, medicine and health, and finance. Specific stocks, ETFs, and percentages allocated to each asset class in 2016 are identified. Contact information is also provided.
Long-term asset allocation portfolio in 2016-2046
- 1. Long-term Asset Allocation Portfolio in 2016-2046 On NYSE, Nasdaq, Xetra, Berlin
- 2. Important information Date of formation: 23 December 2015 Investment period: 30 years (general). The period of this exact portfolio is one year. After 1 year the portfolio will be rebalanced. Some assets will be removed and others will be added. Amount of investment: $ 300 000 and more
- 3. Strategy Asset allocation strategy. We choose 7 strategic branches. In each branch we choose 2-5 assets, which show optimal technical, financial and fundamental parameters. In these 7 branches we invest 50-70% of our portfolio. Remaining money is invested in reliable ETF of bonds, gold and real estate (REIT).
- 4. 7 strategic sectors 1) Construction & Real Estate. 2) Alternative Energy. 3) Internet resources. 4) IT-Giants. 5) Virtual Games. 6) Medicine and Health. 7) Finance. In every sphere we choose shares, which have the best potential to grow by technical, financial and fundamental parameters. We invest in companies traded in NYSE, Nasdaq, Xetra and Berlin.
- 5. Babylon Globe in 2016 Stock (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
- 6. Proportions