written by reader Exact Portfolio Composition

By chojnowski, April 18, 2016

Hello 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

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

guest

12345

This site uses Akismet to reduce spam. Learn how your comment data is processed.

4 Comments
Inline Feedbacks
View all comments
👍 23
Travis Johnson, Stock Gumshoe
April 27, 2016 12:12 am

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.

👍 15873
👍 23
Travis Johnson, Stock Gumshoe
Reply to  chojnowski
June 9, 2016 8:13 am

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).

Add a Topic
5971
Add a Topic
409
Add a Topic
570
👍 15873

We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

More Info