Hey, my portfolio is a mess and I was hoping to get some help fixing it up. I've been putting it off due to being a bit overwhelmed.
I pulled money out of the market in 2018 after a terminal cancer diagnoses. Things went better than planned fortunately, but when I put it back in in 2020 I didn't have much energy, so essentially dumped it almost at random.
I kept intending to do the research and balance it but ended up overwhelmed. Luckily it's up overall, but I'm worried about the exposure to international shares and lost opportunities.
Any tips at all would be massively appreciated and help me starting out the process.
Code | NAME | Units | Unit cost | Balance | % of Balance |
---|---|---|---|---|---|
VAN0722AU | Active_Global_Growth_Fund | 25,515.96 | 1.46 | 37220.13 | 22% |
VAN0109AU | Conservative_Index_Fund | 22,109.60 | 1.17 | 25793.06 | 15% |
VAN0042AU | Diversified_Bond_Index_Fund | 21,979.86 | 0.82 | 18027.88 | 11% |
VAN0105AU | International_Shares_Index_Fund_(Hedged)_-_AUD_Class | 16,337.39 | 1.08 | 17675.42 | 10% |
VAN3200AU | International_Shares_Select_Exclusions_Index_Fund_(Hedged_AUD) | 12,218.59 | 1.45 | 17665.64 | 10% |
VGS | MSCI_Index_International_Shares_ETF | 105.00 | 122.1 | 12820.5 | 8% |
VAN0002AU | Australian_Shares_Index_Fund | 4,594.99 | 2.67 | 12283.79 | 7% |
VDHG | Diversified_High_Growth_Index_ETF | 168.00 | 63.38 | 10647.84 | 6% |
VGE | FTSE_Emerging_Markets_Shares_ETF | 150.00 | 69.86 | 10479 | 6% |
VAS | Australian_Shares_Index_ETF | 96.3 | 5392.8 | 3% |
original posted by Jazzlike-Panda-2095 to r/personalfinance on Sun, 17 Mar 2024 11:18:48 GMT.