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Hi Mr. Roche,

My current RIA, who is teaching me, informed me of your work. I also saw recommendations for your book on Ben Felix's YouTube page. I was wondering if I could trouble you to take a quick glance at my allocation structure and give your opinion. I would've contacted Orcam, but wasn't sure if your firm offers services outside of portfolio management. On the chance you don't mind, I am including the allocation structure below. If not, I totally understand and would like to know if your firm provides quick consultations in the form of 30-60 minute sessions. Thank you very much for your time and consideration.

Long-Term Strategic Investments

Vanguard Total Stock Market ETF (VTI)..... 10%
iShares MSCI Emerging Markets Asia ETF (EEMA)..... 18%
Vanguard FTSE All-Wld ex-US ETF (VEU)..... 11%
3D Printing ETF (PRNT)..... 4.25%

Fixed Income/Safe Investments

iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)...... 15%
SPDR Gold MiniSharesSM Trust (GLDM)..... 5%
iShares 0-3 Month Treasury Bond ETF (SGOV)..... 2.5%
CASH..... 2.5%

Tactical Plays

Energy Select Sector SPDR Fund (XLE)........................... 5%
iShares Global Clean Energy ETF (ICLN)...................... 2.5%
Global X Uranium ETF (URA)........................................... 5%

U.S. Infrastructure Development ETF (PAVE)............... 3.75%
Purefunds ISE Mobile Payments ETF (IPAY)................. 3.75%
First Trust NASDAQ Cybersecurity ETF (CIBR)............. 4.25%
iShares Global Timber & Forestry ETF (WOOD)............... 2.5%
iShares Silver Trust (SLV)................................................... 2.5%
VanEck Vectors Rare Earth/Strat Mtls ETF (REMX)......... 2.5%

 

 

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hi @bangalore

This is best answered in private. Why dont you shoot me an email? cullenroche AT orcamgroup

Thanks,

Cullen

"Pragmatic Capitalism is the best website on the Internet. Just trust me. Please?" - Cullen Roche