Money Hunt

Latest Investment Mix – March 2024

Byadmin

Previously, my investment mix was:

  • Index Funds – 47.1% (goal 50%)
  • Individual Stocks – 3.8% (goal 5%)
  • High Div ETFs – 19.4% (goal 25%)
  • Bond ETFs – 11.5% (goal 10%)
  • Cash/Money Markets – 18.2% (goal 15%)

I just realized that my investment goals add up to 105%!!! How long has that been going on for?

After investing some more money in index funds and some growth in the stock market, my new investment mix is:

  • Index Funds – 50.6% (goal 49%)
  • Niche ETFs – 1% (goal 1%) – a new category, for now
  • Individual Stocks – 4.2% (goal 5%)
  • High Div ETFs – 17.2% (goal 20%)
  • Bond ETFs / Preferred Shares – 12.4% (goal 10%)
  • Cash/Money – 14.5% (goal 15%)

I’m pretty much exactly on target for where I want to be.

When I purchased some Brookfield Property Preferred Shares (BPO), I added them to the Bond category. I think of Preferred Shares as acting more like bonds and less like capital stocks.

I sold SCHD. Maybe I should have held that.

Additionally, I purchased a European (ex-UK) real estate ETF, and I created a new Niche category for that because it’s not an index fund but it’s also not a stock.

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