Friday, February 26, 2016

February 2016 update ($301,615 +$20,123 or +7%)



Accumulated $4,000 USD as part of my annual saving goal for February
Vanguard Emerging markets (VFEM) is up by $425
Vanguard S&P 500 (VUSA) is up by $1,308
Gazprom shares is up by $7,085
Company shares are up by $2,392
Rosneft shares are up by $1,145
iShares Emerging markets sovereign bonds ETF is up by $540
iShares Emerging markets corporate bonds ETF is up by $840
Precious metals are up by $1,246
EUR is slightly up to USD, for my portfolio it is $1,774
Grand total additions:  $20,755

iShares Core DAX lost $632 USD
Grand total losses:  $ USD 632

Monday, February 22, 2016

Assets Allocation


Here is my current allocation at the beginning of respective years:

2013
2014
2015
2016
Aspired
Shares
15%
67%
51%
38%
10%
Index Funds
0%
0%
22%
30%
50%
Bonds
0%
0%
0%
20%
30%
Precious  metals
6%
4%
3%
3%
3%
Cash
79%
29%
24%
9%
7%
 Total, USD K
230
304
273
281

Developed economy
0%
0%
16%
27%
50%
Emerging market
15%
67%
57%
61%
40%
Liquid assets
85%
33%
27%
12%
10%

I am moving in the desired direction and the plan is to keep investing mainly in index funds in developed economies and bond index, this is to balance it towards more stable but less delivering assets. I will also need to reduce my exposure to individual stocks, regardless how attractive they may look.  If I would have extra cash to invest, perhaps I could tolerate elevated risk levels more easily.