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Wots your portofolio - NEW VERSION

wombat42_2
Posts: 1,312 Forumite
35% Cash savings and Cash ISA
25% Marlborough ETF Commodity fund
15% Blackrock Gold and General fund
15% Eclectica Agriculture fund
10% Sarasin Agrisar funds
The funds combine both Equity ISA and Personal Pension/SIPP holdings.
25% Marlborough ETF Commodity fund
15% Blackrock Gold and General fund
15% Eclectica Agriculture fund
10% Sarasin Agrisar funds
The funds combine both Equity ISA and Personal Pension/SIPP holdings.
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Comments
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Pension 56%
Equity ISA 16%
Cash ISA 14%
Cash Savings 14%Conjugating the verb 'to be":
-o I am humble -o You are attention seeking -o She is Nadine Dorries0 -
92% in Cash ISAs
5% in Savings (for when I go back to uni)
3% in Funds (this will be raising I have only just started my regular payment plan!)0 -
Most in Cash ISA
2.5% Gold ETF
2.5 % Silver ETF
2.5 % Invesco Perpetual High Income
2.5 % JM Finn Global Opps0 -
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I'm aged 58 Retired with Company Pension
(Whitbread PLC)
Here's My Current Portfolio:
CASH ISAs
54.71%
ARTEMIS EUROPEAN GROWTH R (ACC) 1.39%
ARTEMIS INCOME R (ACC) 2.17%
FIDELITY EUROPEAN(ACC) 1.61%
FIDELITY MONEYBUILDER BALANCED (INC) 1.64%
FIDELITY MONEYBUILDER GLOBAL (ACC) 4.47%
FIDELITY MONEYBUILDER GROWTH ISA(INC)7.14%
FIDELITY MONEYBUILDER UK INDEX (ACC) 0.85%
INVESCO PERP HIGH INC (INC) 3.35%
INVESCO PERP MTHLY INC+ (INC) 19.79%
JUPITER UK GROWTH (INC) 2.07%
NEPTUNE GLOBAL EQUITY A (ACC) 0.82%
All funds are in ISAs0 -
I'm mostly in cash ISAs, some in savings a/cs in euros - but I do have a final salary pension so I guess I'm better off than I realise! No stocks/shares but I should have a go sometime, maybe with a small % of my money. I'm very risk averse!Get to 119lbs! 1/2/09: 135.6lbs 1/5/11: 145.8lbs 30/3/13 150lbs 22/2/14 137lbs 2/6/14 128lbs 29/8/14 124lbs 2/6/17 126lbs
Save £180,000 by 31 Dec 2020! 2011: £54,342 * 2012: £62,200 * 2013: £74,127 * 2014: £84,839 * 2015: £95,207 * 2016: £109,122 * 2017: £121,733 * 2018: £136,565 * 2019: £161,957 * 2020: £197,685
eBay sales - £4,559.89 Cashback - £2,309.730 -
Cash 57%
Cash ISAs 43%
Cash saving acc's 14%
Funds 43%
ISA Funds:
BLACKROCK UK ABS ALPHA PACC 6%
CF ARCH CRU INV PORTFOLIO A 3.26%
CF ECLECTICA AGRICULTURE A GBP 0.31%*
CF MITON SPECIAL SITS A 1.58%
CF RUFFER EUROPEAN O 1.58%
CF RUFFER TOT RETURN O 1.64%
INSIGHT DIVERSIFIED TARGET RTN 3.18%
INVESCO PERP HIGH INC 1.41%
INVESCO PERP MTHLY INC+ 3.26%
JPM CAUT TOT RTN A 6%
JPM EUROPE DYNAMIC EX UK A 1.34%
JUPITER FINANCIAL OPPORTUNITIES 0.32%*
M&G GLOBAL BASICS A 1.56%
NEPTUNE GLOBAL EQUITY A 1.35%
NEWTON INTERNATIONAL BOND 1.57%
*Part of 2008 S&S ISA being funded monthly
Regular Saver Non-ISA Funds:
ALLIANZ RCM BRIC STARS A 1.12%
JPM NATURAL RESOURCES A 1.16%
NEWTON GLOBAL HIGHER INCOME 1.37%
BLACKROCK UK ABS ALPHA PACC 2.01%
JPM CAUT TOT RTN A 2.24%0 -
98% Cash
0.25% Spread Betting
1.5% Shares
0.25% Premieum Bonds
I'm low risk :-)0 -
mr_fishbulb wrote: »Hahahahahaha! Who was watching me?
Be aware that gold demand is very seasonal. June and July are the slackest months. Most of the gain is between August and November. During that period last year gold went ballistic.0 -
Marlborough ETF Commodity fund
hats off to the fund manager for this year so far, especially the last 6 weeks where he's done a great job of dodging a lot of the downturn.
the all commodities etf is up 10% in the past 12 months whilst this etf fund is up 40%.
the 1.6% or so annual management fee has already been well worth it.
the global growth etf has outperformed the global growth sector by a significant amount, shame on h-l they wont let people invest in the absolute return fund to complete my trio (every month any profit i have i invest 50% marlborough commodities etf, 30% marlborough global growth etf, 20% absolute return from cavesomething).0
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