Can you post the portfolio here please. We do not encourage direct links to own blogs. Raptor.
All comments welcome either there or here.
Thanks to Wasron,jfgw,Rhyd6,eyeball08,Wondergirly, for Donating to support the site
Ticker | Name | Portfolio Percentage
BRK.B | Berkshire Hathaway Inc. | 2.2
LON:AV | Aviva plc | 2.3
LON:BKG | Berkeley Group Holdings PLC | 2.5
LON:BT.A | BT Group plc | 1.4
LON:CTY | City of London Investment Trust plc | 4.4
LON:FCS | F&C Global Smaller Companies PLC | 2.7
LON:GFRD | Galliford Try plc | 1.6
LON:HSBA | HSBC Holdings plc | 4.5
LON:HSL | Henderson Smaller Companies Inv Trst PLC | 5.6
LON:IMB | Imperial Brands PLC | 5.2
LON:ISAT | Inmarsat Plc | 2.0
LON:LGEN | Legal & General Group Plc | 4.8
LON:MNL | Manchester & London Investment Trust plc | 2.4
LON:MYI | Murray International Trust plc | 3.1
LON:PFC | Petrofac Limited | 1.6
LON:RDSB | Royal Dutch Shell Plc | 3.7
LON:RIO | Rio Tinto plc | 4.5
LON:RMG | Royal Mail PLC | 0.9
LON:SMT | Scottish Mortgage Investment Trust PLC | 4.5
LON:SSE | SSE PLC | 2.6
LON:ULVR | Unilever plc | 1.8
LON:VWRL | VANGUARD FUNDS PLC VANGUARD FTSE ALL-WORLD UCITS ETF | 20.3
LON:WPP | WPP PLC ORD 10P | 2.0
MUTF_GB:FUND_EQUI_I_ANRT8N | Fundsmith Equity I Acc | 5.6
MUTF_GB:VANG_LIFE_100_J10ZSC | Vanguard LifeStrategy 100% Equity Fund A Acc | 7.8
| |
| | 100.0
BreakoutBoy wrote:So having become utterly cheesed off with getting moderated to death over on the HYP Practical Forum and elsewhere on Lemonfool, I am hanging out over here in the quiet for now.
I like to chat about my portfolio and shares in general, and am not shy about having an opposing point of view.
BreakoutBoy wrote:
So having become utterly cheesed off with getting moderated to death over on the HYP Practical Forum and elsewhere on Lemonfool, I am hanging out over here in the quiet for now.
I like to chat about my portfolio and shares in general, and am not shy about having an opposing point of view.
BreakoutBoy wrote:I am going to hangout over here on this thread and avoid posting on the more heavily moderated boards, as I prefer a no-limits discussion. It's less disruptive for other readers that way, and anyone interested can follow my progress if they want to.
I started buying individual shares, then ITs, then found Monevator and decided that passive investing made some sense and so built up a chunk of Vanguard global to act as an anchor to allow me the comfort of some index hugging: by doing so I can't win big, but equally I can't deviate too far from the MSCI global index. In terms of split, the ITs have so far slightly outperformed the tracker and the aggregate of the individual shares so it is an e asy decision to add to them in spite of the costs. Aiming for an even split across the options eventually, as new money added.
BreakoutBoy wrote:
In terms of split, the IT's have so far slightly outperformed the tracker and the aggregate of the individual shares so it is an easy decision to add to them in spite of the costs.
Itsallaguess wrote:
I only mention this because on the face of it I'm thinking exactly the same thing; I've got cash I would like to invest and my higher-yielding IT's seem like the natural landing zone for those new investments, but I can't seem to shake off the feeling that there'll be some sort of 'reversion to mean' somewhere along the line, where individual equities might 'catch up' in terms of valuation, or perhaps more likely might be a tick-back in the value of the IT's themselves, given that on the face of it their recent out-performance might not stand up under any sort of real scrutiny when we look at the underlying holdings that have not performed in the same way....
Itsallaguess
tramrider wrote:
Would it help to look at the discount level on the ITs?
If the ITs are at a discount, that will be relative to the constituent share prices, so any reversion to the mean by the market, which reduced the single equity prices, shouldn't have any worse an effect on the IT prices. Any ITs at a large premium are more likely to suffer a greater drop during a reversal.
Itsallaguess wrote:And I'll be the first to agree that my position might well be seen to be fairly irrational, and that I should perhaps just plough on regardless if I think IT's are best placed compared to individual equities, but I only raised my position due to BreakoutBoy's view further up this thread that due to his IT's out-performance compared to other areas of his portfolio, it made the decision 'easy' for him to continue investing in them, when that same out-performance had actually made the decision much more difficult for me personally...
Still, I guess that's what makes a market! If I don't start to do something soon, however, I'll have to start to wonder what I'll do when I get to 20% cash!!
Cheers,
Itsallaguess
tramrider wrote:Itsallaguess wrote:And I'll be the first to agree that my position might well be seen to be fairly irrational, and that I should perhaps just plough on regardless if I think IT's are best placed compared to individual equities, but I only raised my position due to BreakoutBoy's view further up this thread that due to his IT's out-performance compared to other areas of his portfolio, it made the decision 'easy' for him to continue investing in them, when that same out-performance had actually made the decision much more difficult for me personally...
Still, I guess that's what makes a market! If I don't start to do something soon, however, I'll have to start to wonder what I'll do when I get to 20% cash!!
Cheers,
Itsallaguess
I don't think your position is irrational at all, just cautious, and that is a good lesson for all of us.
At present I have 30% in cash including a safety net, due to receiving the proceeds of the sale of our old house after moving into a retirement bungalow. I am intending to drip it into the ITs in my ISAs over the next couple of years at a couple of thousand per month, as I share your uneasiness with the state of the market. I try to wait for the dip each month as the market oscillates up and down. I have tried to wean myself off single equities as I seem to be quite poor at picking them and they form the red section of my portfolio!
Best wishes,
Tramrider
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