- No single stock/fund shall make up more than 10 % of the portfolio.
- No single stock shall make up more than 10 % of the total dividend.
- No single sector shall make up more than 20 % of the portfolio.
- No single region shall make up more than 50 % of the portfolio.
With region I mean North America, the Nordic countries, the rest of Europe and Global. I know the world is bigger, but currently those are the markets that I have a possibility to invest in with a manageable brokerage. At the moment I have easy access the stock market in Sweden, Norway, Finland, Denmark, Germany, the United states of America and Canada. I hope to get cheap access till more of Europe surfing this year.
These rules är not very strict. I will not sell stocks just because some sector have increased in value but they will guide new purchases.
These rules är not very strict. I will not sell stocks just because some sector have increased in value but they will guide new purchases.
No comments:
Post a Comment