My Portfolio

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

  • Funds (40%) – Primarily global share index funds on InvestNow
  • Shares (17.5%) – Individually selected NZ and Australian listed shares
  • Peer to Peer Lending (17.5%) – via Squirrel, RateSetter Australia
  • Bonds (7.5%) – Individually selected 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.


What I’ve been investing in – December 2019

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. As we countdown to ...
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What I’ve been investing in – November 2019

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. Things are quietening down ...
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What I’ve been investing in – October 2019

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. In October 2019, Extinction ...
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What I’ve been investing in – September 2019

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. In September 2019, Japan ...
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What I’ve been investing in – August 2019

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. In August 2019 New ...
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What I’ve been investing in – July 2019

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. This month has been ...
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What I’ve been investing in – June 2019

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. June 2019 has been ...
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