At the start of the year 2018 our portfolio was allocated on high level in pretty much same way is it was last year:
Stocks 98,7%
Gold 1,3%
Cash 0,1%
No bonds. We simply substitute bonds with quality dividend payers in our portfolio.
Geographical Allocation (stocks):
Europe 59,4%
North America 30,1%
Emerging markets 10,5%
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:
Technology (Other)
Financial
Technology (Semiconductor)
Healthcare
Clean Energy
Basic Materials & related services
Industrial Goods
Top 5 positions - in order of weight in portfolio:
Siili Solutions (Finland)
Berkshire Hathaway (USA)
Fortum (Finland)
Citycon (Finland)
UPM (Finland)
19,4% of all stock positions are done via ETFs out of which 7,7% are allocated to broad emerging market ETFs. Rest are sector-specific ETFs.
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