In this post, I’ll be pulling back the curtain on my new brokerage account’s portfolio breakdown.
Recently, I opened up a new brokerage account (“General Investing 2” as I call it).
This account is completely automated (like my other one), and I used a robo-advisor to pick out exactly which funds I’m investing in. For this account, I chose a growth portfolio with a slightly-higher risk than my other investment accounts.
U.S. Equity – 46%
My largest asset in this account is U.S. equity, at 46%. Since this is a growth portfolio, most of the stocks I hold here are big tech companies such as Tesla, Amazon, and Alphabet (Google).
International Equity – 28%
International equity comes in at 28%, and it mostly includes international stocks such as Alibaba, for example. There’s also some Canadian stocks in here, mostly in the financial sector (shoutout to my pals from up north!).
Core Fixed Income – 23%
Next is Cored Fixed Income at 23% of my portfolio. This is mostly comprised of bonds, although I’m not sure which types of bonds are in this portfolio exactly.
Cash – 2%
And last but not least we have Cash coming in at a measly 2% of the portfolio.
Automating with a robo-advisor actually wasn’t my original idea for this new brokerage account, but it’s what I ended up going with since I’m not a huge fan of picking out my own stocks/ETFs.
I prefer a more automated, hands-off approach to investing. But maybe one day I will pick out my own assets!
I’m excited to see this account grow alongside my other General Investing account, and of course my retirement accounts.