INVESTING STRATEGY
Portfolio percentage split for ASX 200, S&P 500 and Nasdaq
Hi all. My wife and I have been looking to start building an ETF portfolio and I was wondering is there a general ‘rule of thumb’ when deciding on what percentages of our total investment capital do we allocate to the ASX 200, S&P 500 and Nasdaq respectively ? I understand each market represents a different sized slice of the overall pie, so getting it in the ball park from the start then making minor adjustments would be really helpful. Cheers, Dave.
David Brookes.
19 March 2025
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Comments (1)
Hi David,
I wrote an article below which might help with this…
https://pearler.com/explore/learn/blog/whats-...
There isn’t a rule of thumb to be fair, everyone invests differently. The most common options I see are something like 20-70% Aussie shares, and the rest US or global.
Given you have NDQ and S&P, these overlap quite a lot, you might want to count those as one big US bucket.
One example might be:
ASX: 40%
S&P: 40%
NDQ: 20% (since it has less companies + more volatile)
But this is just one variation of a large amount you could choose from. The article should help you think more about the country allocation.
All the best!
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