I haven’t posted about my pension portfolio since my last post in December. I did some changes to my occupational pension (tjänstepension) today. The change will take effect in a couple of days. I’ll try to avoid doing any more changes since the fee to change is around 0.6%
The changes are:
|Fund||Current allocation||New allocation|
|Franklin India A Acc USD||4.99%||10%|
|Nordea Alpha 10 MA Fund||7.62%||0%|
|Nordea Asian Stars Equity Fund||33.15%||34%|
|Nordea Eastern Europe Fund||4.96%||0%|
|Nordea European Sm and Mid Cap Equity Fund||5.18%||6%|
|Schroders ISF China Opportunities||38.71%||44%|
|Spiltan Aktiefond Investmentbolag||5.39%||6%|
I’ve doubled my bet on India. I went all in stocks by selling Nordea Alpha 10 MA Fund. I don’t have much conviction in Eastern Europe at the moment with record high numbers in new cases with covid-19. I’m bullish Asia and China. I think it’s a good place to add if the trendlines can hold.
All of them are going well.