Hi guys, I am setting up a portfolio designed to suit the outlook of 06 & 07. Please share some ideas comments and suggestions. The setup is not designed to take too much of risk. Most of the large cap stocks would have decent dividend payout. Resource will be the biggest portion of the portfolio. Financial sectors are there to cushion the fluctuation of the market and collect some decent dividends along the way. Some of the stocks in the Health & drugs sector will be related to bird flu.
Here they are.
mid to large cap Resource 30% (eg, AWE, HDR, OXR, BHP, RIO, GRD etc..)
Small cap Resource 10% (eg, CUO, EXT, SBM etc.)
Financial 25% ( WBC, CBA, SUN, MBL, etc.)
Health & drugs 15% ( PTD, CSL, DVC, IVC)
Infra structure 15% (MAP, MIG, MCG, TCL)
Others 5% ( anything from ENG to SUP)