Exact Portfolio CompositionHello everyone,
I am very glad to join your community and eventually access Travis’s thought on stocks.
As I was following Stock Gumshoe for a year now and just converted to the Premium subscription, I thought I would find Travis’s portfolio composition but I didn’t manage to see it.
I have spotted an rough composition of his portfolio but nothing really accurate and up to date.
So I was wondering if it is intentional or if it is because nobody asked for it before?
I personally would love to get an insight of how he divides his portfolio between stocks, funds,…
Have a very good day.
Pierre
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So I guess I have asked something I shouldn’t?
Didn’t see the question earlier… I don’t share the specifics of portfolio weighting because I don’t wish to give the impression that I recommend a particular portfolio composition. I do share thoughts about my weighting a in commentary, as when I discuss which holdings are in my top ten and have overweight positions, but if that information is useful I can try to sort my portfolio holdings by size rather than alphabetically to convey a similar sense of my portfolio.
Hi Travis,
Thanks for your fast reply!
I will check this article out right away.
I didn’t ask this to blindly copy your portfolio but rather to get an accurate idea of your investing strategy. Also, I thought it could be a good way to know which part should we invest in stocks in comparison with index funds and other “safer” assets.
Thanks anyway Travis 🙂
For me, personally, roughly half of my portfolio is salted away in funds that roughly approximate the global stock market index. This part I avoid actively managing entirely, and don’t even tinker with it because I want to diversify away from my own sentiment.
Of the rest, I currently have roughly 15% in commodities-driven stocks, largely miners and royalty companies, 15% in real estate stocks, and 50% in more mainstream equities that I’ve chosen, mostly US companies currently. Beyond that there are some small allocations to odder bets — options and warrants and the like that total less than 5%, and a substantial amount of cash that I’m hoping to be able to deploy at better prices. I have very little allocated to fixed income, though I’m upping that slightly as I age in both my passive and active portfolios (I’m 46 right now).