I am currently UK based and contemplating retiring to LOS in 12 years’ time .
I currently have the following investment portfolio (tracker funds for equity) that is fairly UK centric:
30% in UK FTSE All Share, 30% Developed World (excluding UK) and 10% Emerging markets. Plus a couple of strategic bond funds.
Planning ahead, whilst I understand that the Thai stock market makes up a fraction of the world market. I also understand the need for expats to manage exchange rate risk by having significant equity holdings in the Thai stock market.
Andrew Hallam’s ETF based model portfolio for a Thai expat had the following geographical breakdown.
Thailand Equities: 32.5%
Global Equities: 32.5%
Asian Government Bonds: 35%
I am interested to know what geographical allocations the Thai based expat investors on this forum have and how they compare with the model portfolio above?
Any input welcomed.