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Sikhinvestor

Hi I everyone I have 3 different porfolios that I manage, of my friends and familes.

One porfolio is this, can you please make any comments or suggestions.

100 * 33 LULU =3300
1 * 3000 BRK.B =3000
20 * 85 SRS = 1700
100 * 14.50 AUY = 1450


If you guys can comment on this porfolio, and maybe offer some suggestions. This is supposed to be a balanced porfolio, I dunno if you guys have any suggestions. I am looking at medium level growth.

Thanks

Sikh Invetor
 
What makes it balanced?

Do you have cyclicals and defensive stocks?

Income and Growth stocks?

Stocks from a few different sectors to reduce concentration in a specific sector or industry?

Speculative and Blue Chips?


Some things to consider...
 
Quote from Sikhinvestor:

Hi I everyone I have 3 different porfolios that I manage, of my friends and familes.

One porfolio is this, can you please make any comments or suggestions.

100 * 33 LULU =3300
1 * 3000 BRK.B =3000
20 * 85 SRS = 1700
100 * 14.50 AUY = 1450


If you guys can comment on this porfolio, and maybe offer some suggestions. This is supposed to be a balanced porfolio, I dunno if you guys have any suggestions. I am looking at medium level growth.

Thanks

Sikh Invetor
More...


http://www.moneychimp.com/articles/risk/riskintro.htm
 
please take a look at my portfolio as well

NON RRSP
EWY ishare south korean etf @ 68 70 shares
VWO vanguard emerging market etf @ 113 40 shares
MMM 3M @85 40 shares
LULU lemon @ 43 50 shares
SBUX starbucks @ 26 70 shares

now down by about 1400

i also hold some TD canada trust mutual funds
4000 dollars worth of latin america fund
2000 dollars worth of monthly income fund

question:
should i exit on the mutual funds and just buy etfs??
am i not diversified enough/too agressive

i am aiming to hold on for long
 
Quote from pai:

please take a look at my portfolio as well

NON RRSP
EWY ishare south korean etf @ 68 70 shares
VWO vanguard emerging market etf @ 113 40 shares
MMM 3M @85 40 shares
LULU lemon @ 43 50 shares
SBUX starbucks @ 26 70 shares

now down by about 1400

i also hold some TD canada trust mutual funds
4000 dollars worth of latin america fund
2000 dollars worth of monthly income fund

question:
should i exit on the mutual funds and just buy etfs??
am i not diversified enough/too agressive

i am aiming to hold on for long
More...

Your portfolio will probably perform about the same as a world index. If your goal is to match a world index, than it's probably good enough. If you want to peform better than a world index, you are over diversified with the ETF's and mutual funds.
 
Quote from tradestrong:

Your portfolio will probably perform about the same as a world index. If your goal is to match a world index, than it's probably good enough. If you want to peform better than a world index, you are over diversified with the ETF's and mutual funds.
More...

You're a pretty fart smeller.
 
Quote from timbo:

You're a pretty fart smeller.
More...

The diversification con of wall street????

buy my mutual fund...buy mine too...you'll be more diversified. For ultra ultra diversification add my mutual fund to your portfolo
 
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