Purpose

Posted on May 10, 2025

This post introduces Chanian-Wala, specifically my starting investment strategy.

🧠 Purpose

  • Learn more about the market, macroeconomics, and finance
  • Outperform my financial planner over the long term
  • Develop financial intuition and a repeatable investment approach

📊 Current Investments

ETF/TickerTheme/ThesisAllocation %
VOOUS Growth and Innovation13.3%
VIGUS Growth and Innovation6.6%
SOXXUS Growth and Innovation1.4%
ROBOUS Growth and Innovation1.4%
IJRUS Growth and Innovation1.2%
PAVEUS Infrastructure and Industrial7.1%
VNQUS Infrastructure and Industrial1.0%
XLEUS Infrastructure and Industrial6.8%
INDAGlobal Growth and Diversification12.8%
SMINGlobal Growth and Diversification2.8%
EEMGlobal Growth and Diversification3.2%
VEAGlobal Growth and Diversification3.3%
IXCGlobal Growth and Diversification2.8%
ICLNGlobal Growth and Diversification2.1%
BNDDefensive and Inflation Hedges1.2%
VGSHDefensive and Inflation Hedges10.3%
GLDDefensive and Inflation Hedges10.3%
DBCDefensive and Inflation Hedges6.3%
XLPDefensive and Inflation Hedges1.7%
IHFDefensive and Inflation Hedges4.2%

📐 Allocation Rules (for now)

  • US Growth and Innovation: 23.9%
  • US Infrastructure and Industrial: 14.9%
  • Global Growth and Diversification: 27%
  • Defensive and Inflation Hedges: 34% (Revise this every few months if needed.)
  • Dry Powder: 11% of total initial dollars

🎯 My Risk Goals

  • I’m aiming for moderate risk: not day trading, but I want to beat the market over time, especially my financial planner
  • I can tolerate short-term losses in pursuit of long-term gains.
  • My time horizon for most investments: 5–10 years, but I’ll make occasional swing trades with a 1–3 month window.