Wots your portofolio - NEW VERSION

cheerfulcat

john_kane wrote: »

why would i pay dealing charges and stamp duty on this fund? is it because it is offshore?

Sorry, I should have been clearer. It's an OEIC - no dealing charges or stamp duty apply, just the usual initial charge ( in this case, waived by HL ).

hyposmurf

42% Allainz Bric
30% JPM Nat Resources
14% Jupiter emerging European opp
14% Invesco Perpetual corp bond
I am however quite top heavy in the Allianz fund and am looking to spread some of this over into other funds but am at a loss at the moment as to where to invest.

hyposmurf

Anyone made any changes since to their portfolios considering the last few weeks?

jauntyangle

100% Mattress

Paul_Herring

hyposmurf wrote: »

Anyone made any changes since to their portfolios considering the last few weeks?

Well I did start transferring cash into equities, but that was soon bashed on the head when a certain fishing community decided to withhold my money.

wombat42_2

No, There are widely differing opinions on commodities. The consensus is that they will do badly short term but maybe well long term. I am holding out for 10 years if need be, but should they do well in the short term i may well move some into cash.

Oil is up 6% today !

wombat42_2

jauntyangle wrote: »

100% Mattress

I can offer you a free personalised security service for your matress .

rl290

I dropped my Blackstone Absolute Alpha stake a while ago and bought into Octopus' Dynamic fund: http://www.h-l.co.uk/funds/fund_performance/sedol/B2PX171
Have been quite pleased with the results!

purch

bought into Octopus' Dynamic fund

The Fund Manager is not wearing a Tie........outrageous :mad: !!!!!

wombat42_2

hyposmurf wrote: »

42% Allainz Bric
30% JPM Nat Resources
14% Jupiter emerging European opp
14% Invesco Perpetual corp bond
I am however quite top heavy in the Allianz fund and am looking to spread some of this over into other funds but am at a loss at the moment as to where to invest.

Once the dust settles, BRIC is probbaly the place to be if you can stay invested for 5 years plus. Your JUpiter fund contains a big slug of Russia as well.

Assuming you have a hefty cash buffer and you can invest for 5 years plus I dont see any obvious reason to change. Marlborough ETF Commodity fund is a possible good alternative to your JPM and Jupiter funds.