Achieving a Diversified Portfolio

I am 55 years old and have a share portfolio less than $100K. I’m not a stock market guru so I look for guidance in the Switzer Report and other journals to help me decide what stocks to buy/sell. I’m aware that diversifying your shares across a number of sectors is important to have for a balanced portfolio.

Is something like the “Nifty 15” Charlie wrote about in 2015 such a diversification? Do you have your own list?

What sectors we should invest in the Australian market and possibly overseas for a well balanced portfolio?

 

A: Thanks for the question.

We have two model portfolios which you can view on this link :  https://switzersuperreport.com.au/advice/model-portfolios/

Each month, we provide an update on how these are tracking. The update also includes a recap on the key assumptions and portfolio rules applied to their construction.

 

Regards


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