best True Wealth portfolio (3rd pillar)

[Riches1]

I want to use True Wealth for my 3rd pillar and I was wondering what the best portfolio would be if I'm ok with relatively high risk. I was thinking of going 100% US stocks in the stocks category, and by default, True Wealth allocates 12% to real estate as well.

My regular investments (outside of the 3rd pillar) are also heavily focused on US stocks. I was wondering now, what the best 3rd pillar portfolio would be for me.

I kind of still want to keep a lot of US stocks in the 3rd pillar as well, just because I don't think that other regions will vastly outperform the US anytime soon. But for the remaining few %, I'm not sure what to put them in.

Would it make sense to just go 87% stocks (100% US) / 12% REITs? Or rather 100% stocks (90% US / 10% CH)? Or something else entirely?

What are your thoughts / ideas?

 

[Badomb]

I wasn't able to go 100% US stock due to risk profile and diversification cap. This is the best I could have done (below). So 99% stock, but US is only 66%. Yet I was able to drill down that to IT allocating max 70%.

Whatever your plan is, bear in mind the diversification caps. I don't know if they allow you do go really below point 5 for Diversification.

If so - let me know how you did that.

In terms of results, in just one year this allocation (US and IT) gave me >29% returns. So, answering your question if it makes sense - I think yes, if not too late for the train. As you can see I have capitalized on all those $NVDA growth etc.

Bust of luck in your wealth grow, Riches.