🕒 פורסם בתאריך: 13/01/2021 09:51
Morning to you all!
I am 44 years and have the following: Personal Portfolio including IRA Hishtalmut (80% Global ETF & 20% Global Bond
Migdal Shares Keren Pensia & Meitav Dash Kupat Gemel IRA (1/3 of deposits go to IRA and the remaining to keren pensia
The issue is my Keren pensia. This is heavily weighted towards bonds (only 53% of the keren pensia is exposed to shares) and I'm really not sure what to do.
I would like to keep the keren pensia so that I can take advantage of an exposure to bonds and all the other elements it includes but at the same time feel as though I'm missing out.
I also considered simply putting much more of my monthly deposits into the IRA Kupat Gemel but this would be difficult to balance. Any ideas? I also buy 100% iShares global tracker in the Kupat Gemel IRA. The only other option is to move to the S&P500 Keren Pensia , however I'm not too keen on investing with the S&P500 for many reasons.
Feel free to respond in Hebrew. Thanks!
I am 44 years and have the following: Personal Portfolio including IRA Hishtalmut (80% Global ETF & 20% Global Bond
Migdal Shares Keren Pensia & Meitav Dash Kupat Gemel IRA (1/3 of deposits go to IRA and the remaining to keren pensia
The issue is my Keren pensia. This is heavily weighted towards bonds (only 53% of the keren pensia is exposed to shares) and I'm really not sure what to do.
I would like to keep the keren pensia so that I can take advantage of an exposure to bonds and all the other elements it includes but at the same time feel as though I'm missing out.
I also considered simply putting much more of my monthly deposits into the IRA Kupat Gemel but this would be difficult to balance. Any ideas? I also buy 100% iShares global tracker in the Kupat Gemel IRA. The only other option is to move to the S&P500 Keren Pensia , however I'm not too keen on investing with the S&P500 for many reasons.
Feel free to respond in Hebrew. Thanks!