Afternoon all and happy new year to everyone.
My passive portfolio is lagging behind (value wise) compared to my IT and HYP portfolios that seem to have increased in capital values well recently (as others on TLF have observed). My passive portfolio is not underperforming the others (far from it), I have just recently concentrated on boosting the capital in the other portfolios rather than here. Therefore, I used some accumulated dividends to top-up the iShares Developed World Property (IWDP) holding. My passive portfolio now looks like this after the purchase:
Depending on dividends received in January, I will probably make a further top-up of this passive portfolio in February.
Cheers, OLTB.
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OLTB's Passive Portfolio: top-up
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- Lemon Quarter
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