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Investment advice required


Guest gary

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Guest gary

Hi All,

 

Some advice on current investment portfolio would be much appreciated. Am I on the right track, should I make any adjustments.  Fully understand that it is not professional advice.

 

Battling to find good independent advice. Always linked to a product or to scared to give outright advice.

 

Key investment goal is to retire comfortably in 25 years time and get decent long - term growth.


Current portfolio:

  • Equities - ETFs (Top 40 (R1m), MSCI World (R250k), S&P500 (R50k), Nasdaq 100 (R200k)) 
  • Property - 3x properties (paid off in full and currently renting) (Prop 1 (R4.2m), Prop 2 (R1.2m), Prop 3 (R1.0m) - Decent rental yields, all above 10%.
  • Retirement fund through company (R3m)
  • Smaller emergency funds here and there but nothing to write home about

 

When I look at it I do believe I am over exposed to SA market and property. 

 

Advice would be appreciated.

 

Thanks a million.

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