Muse
22-11-2021, 09:16 AM
Lets say you win 1 million dollars and for whatever reason you MUST invest it into NZX listed equities (you can do NZX ETS but no offshore ETFs listed on the NZX). What stocks in what proportion do you place your winnings?
Backdrop: we have rising inflation & interest rates, already high valuations, a soon to be unleashed population but international travel could well start next year, less business friendly government in place, a retirement village sector going through a gully, lots of infrastructure investment forecast, kiwi dollar nearing parity with the aussie, covid looks to be endemic, stonking milk prices but what goes up will eventually go back down....etc etc.
Interested in everyones model portfolio. Do you see pockets of growth stocks? Winners from inflation, dividend payers that should remain okay if interest rates rise, move to cyclicals or that train bolted and retail sector passed its prime?
OPTIONAL: same question but you get another million to invest into australia.
Backdrop: we have rising inflation & interest rates, already high valuations, a soon to be unleashed population but international travel could well start next year, less business friendly government in place, a retirement village sector going through a gully, lots of infrastructure investment forecast, kiwi dollar nearing parity with the aussie, covid looks to be endemic, stonking milk prices but what goes up will eventually go back down....etc etc.
Interested in everyones model portfolio. Do you see pockets of growth stocks? Winners from inflation, dividend payers that should remain okay if interest rates rise, move to cyclicals or that train bolted and retail sector passed its prime?
OPTIONAL: same question but you get another million to invest into australia.