Direct Indexing seems to be an elegant solution, but it’s not clear to me how complicated that would be for Danish taxes.
Taking Direct Indexing off the table for now, I’ve listed below what I would pick if I were constrained to just 20 stocks. I actually listed just 18 names and have left 10% open for two names to be suggested by others — to balance out the portfolio. Obviously, this involves some stock picking. Hopefully people on this board will go against their Boglehead and participate.
Thanks for playing!
Conglomerates: 45%
Berkshire - 42%
Danaher - 3%
Tech: 20%
Microsoft - 6%
Google, Amazon, Nvidia, Meta- 3% each
Adobe - 2%
Pharma: 15%
Eli Lilly, JNJ, MercK, Abbvie, Gilead, Novo Nordisk - 2.5% each
Alts Mgrs + Bank: 10%
Blackstone, KKR, Apollo - 2.5% each
JPMorgan - 2.5%
Other 10%
2 names to be added
Taking Direct Indexing off the table for now, I’ve listed below what I would pick if I were constrained to just 20 stocks. I actually listed just 18 names and have left 10% open for two names to be suggested by others — to balance out the portfolio. Obviously, this involves some stock picking. Hopefully people on this board will go against their Boglehead and participate.
Thanks for playing!
Conglomerates: 45%
Berkshire - 42%
Danaher - 3%
Tech: 20%
Microsoft - 6%
Google, Amazon, Nvidia, Meta- 3% each
Adobe - 2%
Pharma: 15%
Eli Lilly, JNJ, MercK, Abbvie, Gilead, Novo Nordisk - 2.5% each
Alts Mgrs + Bank: 10%
Blackstone, KKR, Apollo - 2.5% each
JPMorgan - 2.5%
Other 10%
2 names to be added
Statistics: Posted by Cashews — Tue Dec 26, 2023 3:55 pm — Replies 97 — Views 30764