Saturday, January 2, 2016

Starting allocations for year 2016

Our portfolio is currently allocated as follows:

Stocks 97,9%
Gold 1,8%
Cash 0,3%


No bonds.
I simply substitute bonds with quality dividend payers in our portfolio.


Geographical Allocation (stocks):

Europe 61,2%
North America 25,8%
Emerging markets 13,0%


Actually, place of incorporation is pretty meaningless for most corporations we have invested in.
Most operate and sell globally.

Sector Allocation (stocks) - in order of weight in portfolio:
 
Information Technology (significantly overweight compared to even split across all chosen sectors)
Other
Oil & Gas Production
Low Emission Power Generation
Forest Industry
Communication Service Providers
Health Care
Metal Industry
Mining & Exploration (significantly underweight compared to even split across all chosen sectors)


Top 5 positions - in order of weight in portfolio:

Company/ETF (place of incorporation -- sector)

Siili Solutions (Finland -- IT)
Fortum (Finland -- Power Generation)
UPM (Finland -- Forest Industry & Power Generation)
Nokia (Finland -- IT)
Intel (USA -- IT)


26,7% of all stock positions are done via ETFs.
None of those positions made it to top 5 though.

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