Friday, January 6, 2017

Allocations for 2017

At the start of the year 2017 our portfolio was allocated as follows:

Stocks 98,1%
Gold 1,6%
Cash 0,3%

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


Geographical Allocation (stocks):

Europe 53,3%
North America 35,6%
Emerging markets 11,0%

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
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:

Siili Solutions (Finland)
Berkshire Hathaway (USA)
Fortum (Finland)
UPM (Finland)
Nokia (Finland)


21,0% of all stock positions are done via ETFs.
None of those positions made it to top 5 though.

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