EFT/Share Portfolio re-balance

VG008

Senior Member
Joined
Dec 9, 2010
Messages
803
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Location
Johannesburg
Hi Everyone :)

I'm busy re-balancing my portfolio and would like your opinion/comments.
My focus is on getting more offshore exposure and getting rid of some assets like the coronation top 20.
I'm aiming for regional split of 60/40, where 40% is towards offshore.

My current holdings

High level
Offshore - 15%
Local - 85%

Current portfolio excluding TFSA & RA

SATRIX40 - 15%
SATRIXFINI - 19%
SATRIXINDI - 16%
Coronation Top20 - 13%
ASHMID - 3%
STXQUA - 3%
STXWDM - 8%
SYGWD - 1%
Individual shares (offshore) - 5%
Individual shares (local) - 17%

Going forward the monthly contribution will change to
14% to ASHMID
14% to STXQUA
36% to STXWDM
36% to STXEMG

What do you think?
 
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