VG008
Senior Member
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?
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?