Your thoughts!
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%
hi @bangalore
This is best answered in private. Why dont you shoot me an email? cullenroche AT orcamgroup
Thanks,
Cullen