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written by reader Exact Portfolio Composition

By chojnowski, April 18, 2016

Hello everyone,

I am very glad to join your community and eventually access Travis’s thought on stocks.

As I was following Stock Gumshoe for a year now and just converted to the Premium subscription, I thought I would find Travis’s portfolio composition but I didn’t manage to see it.

I have spotted an rough composition of his portfolio but nothing really accurate and up to date.

So I was wondering if it is intentional or if it is because nobody asked for it before?

I personally would love to get an insight of how he divides his portfolio between stocks, funds,…

Have a very good day.

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.



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Travis Johnson, Stock Gumshoe

Didn’t see the question earlier… I don’t share the specifics of portfolio weighting because I don’t wish to give the impression that I recommend a particular portfolio composition. I do share thoughts about my weighting a in commentary, as when I discuss which holdings are in my top ten and have overweight positions, but if that information is useful I can try to sort my portfolio holdings by size rather than alphabetically to convey a similar sense of my portfolio.

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👍 23
Travis Johnson, Stock Gumshoe
Reply to  chojnowski

For me, personally, roughly half of my portfolio is salted away in funds that roughly approximate the global stock market index. This part I avoid actively managing entirely, and don’t even tinker with it because I want to diversify away from my own sentiment.

Of the rest, I currently have roughly 15% in commodities-driven stocks, largely miners and royalty companies, 15% in real estate stocks, and 50% in more mainstream equities that I’ve chosen, mostly US companies currently. Beyond that there are some small allocations to odder bets — options and warrants and the like that total less than 5%, and a substantial amount of cash that I’m hoping to be able to deploy at better prices. I have very little allocated to fixed income, though I’m upping that slightly as I age in both my passive and active portfolios (I’m 46 right now).

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