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A helpful place to also put any annual reports etc, of your own portfolios
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Postby Steveam » April 14th, 2019, 8:49 pm

I split my investemts into two pots which some of you might call portfolios :-) I also maintain a largish cash/equivalents buffer (about 4 years expenditure).

Pot 1: Collectives (ITs & ETFs)
BMO Capital & Income IT (BCI)
BMO Global Smaller Co.s IT (BGSC)
Caledonia IT (CLDN)
Fundsmith Emerging Equities (FEET)
Henderson FE IT (HFEL)
JP Morgan Indian IT (JII)
Merchants IT (MRCH)
iS core world ETF (SWDA) 2 units
Van Mid cap 250 (VMID)
Van world ETF (VWRL) 1.5 units
Van world HY ETF (VHYL) 2 units
Van Developed Asia/Pac (VAPX)
Van Europe ex UK (VERX)
Van Emerging Mkts (VFEM)
Van Japan ETF (VJPN)

Pot 2: Individual shares
Associated British Foods (ABF)
AstraZeneca (AZN)
Aviva (AV.)
Balfour Beatty (BBY)
BBA Aviation (BBA) .25 units
BHP Billiton (BLT) 1.25 units
British Land (BLND)
BT Group (BT.A) .5 units
Centrica (CNA) .25 units
Diageo (DGE)
Glaxo (GSK)
Inmarsat (ISAT) .5 units
Legal & General (LGEN)
Lloyds (LLOY)
Marstons (MARS) .5 units
National Grid (NG.)
RIO Tinto (RIO) 1.5 units
Rolls Royce (RR.)
Royal Dutch Shell B (RDSB)
Schroders (SDRC)
Tate & Lyle (TATE)
Taylor Wimpey (TW.)
Tesco (TSCO)
Unilever (ULVR)

The above is split across ISA, SIPP & unprotected. I don't do much analysis and once something is bought it tends to be held and ignored except for an effort to use my CGT allowance. There are some largish gains and losses in the above. The income is more than adequate for my requirements.

Any comments or thoughts are welcome but they really are lazy portfolios.

Best wishes,


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