Hi Guys,
2 years ago a financial advisor helped me setup an investment portfolio using a combination of managed funds and ETF's. So far I have been pretty happy with the performance.
However, I am now concerned that the %'s are a bit too heavy in the fixed income class.
Current breakdown of the portfolio is:
I am considering shifting the bulk of the fixed income funds into an "alternative" asset class as I am thinking interest rates have nowhere else to go but up. My current thinking is something like this:
Where approx 20% moves into "alternatives" leaving just over 3% fixed income.
Interested in peoples opinions.
2 years ago a financial advisor helped me setup an investment portfolio using a combination of managed funds and ETF's. So far I have been pretty happy with the performance.
However, I am now concerned that the %'s are a bit too heavy in the fixed income class.
Current breakdown of the portfolio is:
I am considering shifting the bulk of the fixed income funds into an "alternative" asset class as I am thinking interest rates have nowhere else to go but up. My current thinking is something like this:
Where approx 20% moves into "alternatives" leaving just over 3% fixed income.
Interested in peoples opinions.