S$1900 + 2100 + 1700 LM x3
S$2100 Fidelity America A USD?
S$1400 Threadneedle (Lux) US Contrarian Core Eq AU USD?
S$1400 Blackrock World Healthscience A2 USD – is 80% US-centric.
S$1500 Allianz IncGro – 90% US-centric
Current exposure (except HY)? About 12k (higher than all other countries).
Q: Should I reduce or increase my exposure?
I feel given my USD cash position, Increase.
I’m fearful of a crash, but my other eq positions would probably crash together.
Should I diversify within the US space, like some
healthcare and tech funds (typically US-centric),
gold mining,
aggr
financial,
…. Ideally, a large number of uncorrelated small holdings.