Hello Everyone, I have a…

Hello Everyone,

I have a general question about putting together an equity portfolio. After speaking with several investment advisors, I realized that all of them have a very limited understanding of using options as investment strategy. They understand ETF’s and stocks, but that’s about it.

This portfolio is separate from the rest of the investments, so allocation for bonds, etc.. is not an issue.

Most portfolio ideas are around proper allocation between stocks, using high quality companies and dividend payers. Well, many dividend aristocrats have a nasty looking charts, like PG and JNJ. Also, the market is at the high level at this point for many stocks.

If you would be starting a new portfolio, what would you do?

Assumptions:

  • Value 100K (to make it simple)
  • Time horizon 10+ years
  • Preferably low maintenance portfolio, because of limited time for monitoring.
  • Would you use ETF’s, stocks (growth or dividends), options or a mix of everything?
  • I am thinking of PIEtrades as a starting point.
  • How would you allocate the funds?

All opinions are welcome.

#fuzzies, #pietrades