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Portfolio
TARGET
100%
Biography
Finding my financial footing in my forties. Starting without debt but also without income producing assets. Wanting to build a portfolio to retire comfortably. My partner got burnt in the sharemarket before (buying ‘hot’ shares that fizzled) so he’s happy for me to take the reins. I’m excited to learn all I can, invest regularly and leave it to work for a couple of decades! My eldest son is 15 and has had shown an interest in finance for a few years now. Am going to set up a portfolio for him with birthday and Christmas money, he’s got $750 ready to invest! He’s requested 1/2 into the S&P 500 and 1/2 into the ASX. I love that he’s learning now what I wished I knew at his age!
Investment strategy
Initially I’m planning on buying a few LICs to dip my toes in. Then I’m thinking of investing in three or four ETFs to get a diverse long term investment portfolio!
I will probably pick up a few different Australian shares in individual companies, ones that I use and believe in.
Goals
Financial Independence
2.55%
Financial Independence
1.63%
Financial Independence
0.82%
My super
Not specified
Find me at
Website
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Setup your portfolio
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Work towards your goals
Track your progress towards financial independence, a home deposit, retirement, or any other financial goal.
Connect with our community
Don't do the journey alone. Join a community of long-term investors to help you stay on track.
Setup your portfolio
Choose what assets you want to invest in or use a template portfolio to get you started.
Autoinvest (optional)
Set-and-forget your investment strategy. Let time do all the heavy lifting using the power of compound interest.
Work towards your goals
Track your progress towards financial independence, a home deposit, retirement, or any other financial goal.
Connect with our community
Don't do the journey alone. Join a community of long-term investors to help you stay on track.