Here’s what the SciPre portfolio looks like as of 1/1/2017.
Asset class | Ticker | Allocation |
Australia stock | EWA | 5.0% |
Brazil stock | EWZ | 5.0% |
Chile stock | ECH | 5.0% |
Egypt stock | EGPT | 5.0% |
Emerging Markets local bond | EBND | 10.0% |
Emerging Markets USD bond | VWOB | 5% |
Global value | GVAL | 5.0% |
Gold | GLD | 5.0% |
Gold miner stock | GDX | 5.0% |
Greece stock | GREK | 5.0% |
Hong Kong listed China stock | FXI | 5.0% |
Intermediate-Term Corporate bond | VCIT | 5.0% |
Italy stock | EWI | 5.0% |
Nigeria stock | NGE | 5.0% |
Poland stock | EPOL | 5.0% |
Russia stock | RSX | 5.0% |
South Korea stock | EWY | 5.0% |
Spain stock | EWP | 5.0% |
Turkey stock | TUR | 5.0% |
Total | 100.0% |
First things first. I do not recommend this portfolio to anybody. Each individual’s risk appetite is specific to that individual, and one portfolio could not possibly serve all.
Second, the SciPre portfolio combines ideas of valuation and diversification across asset classes and geographical regions. I have put much thought into the design of this portfolio. However, allocations are deliberately simplified. Future posts will illustrate many of the ideas that went into this portfolio’s construction.
Finally, the tickers are usually those of ETFs that serve the mentioned asset class. I include tickers so that the perfomance of the SciPre portfolio can be tracked. I am not recommending these specific ETF products. In each asset class, there may be mutual funds and ETFs that have lower costs or more desirable features.
Disclaimer: The opinions expressed here are mine alone. I am not offering advice or recommending any product. I may own some of the asset classes and tickers mentioned above, but may not own others. Consult your financial advisor befor making financial decisions.
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