My Portfolio

Emergency Fund

Allan Gray Money Market Fund - to the value of 6 months of living expenses

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General Share Trading Account - Easy Equities

Satrix MSCI World ETF - 80%

Satrix MSCI Emerging Markets ETF - 10%

Satrix Top 40 - 10%

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I also hold some single company shares, mostly based on shorter-term speculation.

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Tax Free Savings Account - Easy Equities

Sygnia Itrix MSCI World ETF - 90%

Satrix Top 40 - 10% (not contributing to)

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USD Account - Easy Equities

Vanguard Tot World Stk ETF

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Retirement Annuity

Allan Gray Balanced Fund

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Employee Pension Fund

Alexander Forbes Performer Fund

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I also have one investment property in Cape Town which I bought in 2015/2016

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Documents:

My financial plan

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Free downloads:

Budget tool

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ETF Enthusiast

Use your money to build assets which generate more income than you require to live

Disclaimer

The contents of this website should not be considered as financial advice. Financial advice is tailored for an individual’s specific needs, which is something that this blog does not do. All content is from my own research and my own experiences relating to my own finances.  

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