My Portfolio

My own investment portfolio includes (current target allocation in brackets):

  • Funds (35%) – Primarily global share index funds on InvestNow
  • Shares (25%) – Individually selected NZ and Australian listed shares
  • Peer to Peer Lending (15%) – via Squirrel, RateSetter Australia
  • Bonds (7.5%) – NZ corporate bonds
  • KiwiSaver (7.5%) – JUNO Growth fund
  • Bank deposits (5%) – Term deposits and Savings account
  • Miscellaneous (5%) – Equity Crowdfunding and Cryptocurrency

If you would like to know more about what I’m investing in, see below for blog posts about my investment portfolio.

About Money King NZ