Wots your portofolio - NEW VERSION

wombat42_2

G_M wrote: »

Changing the slant slightly, where will the recovery start/develop best?

Assuming you already have a balanced portfolio and also have some cash to invest........

The recovery will probably start first in Emerging Markets and commodities.

hyposmurf

wombat42 wrote: »

And your update is ? :mad:

Same as before I havent rebalanced yet I'm still wondering what my next move should be.

hyposmurf

wombat42 wrote: »

The recovery will probably start first in Emerging Markets and commodities.

How about North America?

Reaper

G_M wrote: »

Changing the slant slightly, where will the recovery start/develop best?

The recovery will start in the USA but growth there and in the UK will disappoint as high taxes will be needed to repay all the debt.

Though they won't be the first to recover growth will be better in the emerging markets and countries such as Germany whose economy would be in good shape but for the drop in exports.

I'm heavily in emerging markets right now. I'm not in Europe at all but will likely move in if I can see signs of recovery.

wombat42_2

hyposmurf wrote: »

Same as before I havent rebalanced yet I'm still wondering what my next move should be.

There doesnt seem to be much wrong with your previous portfolio just as long as you keep a decent amount of rainy day cash reserves and you are prepared to leave your investments alone for 5 years plus.

hyposmurf

Bump.Where are people at now.The markets look alot different now to back in April.

nicko33

wombat42 wrote: »

The recovery will probably start first in Emerging Markets and commodities.

Well, since late-April, my Germany, European, Global Alpha, and Emerging Markets funds are all up about 28%,
Russia and Latin America up 34% (Russia had fallen a loong way though)

Energy up 14%
Commodities up 4%
nothing down

Paul_Herring

hyposmurf wrote:

Bump.Where are people at now.The markets look alot different now to back in April.

Paul_Herring wrote: »

Pension 56%
Equity ISA 16%
Cash ISA 14%
Cash Savings 14%

Pension: 58%
Equity ISA: 19%
Cash ISA: 12%
Cash savings: 11%

To be honest I've not really bothered doing much with any of that except add to the cash savings, not that you could tell by looking at the percentages.

steadysaver

Equity ISA: 10%
Cash ISA: 33.5%
Cash savings: 56.5%

Lots in cash at the moment, but then I am in the process of buying a house then I will re-balance to 80:20 in favour of equities

malik999

Cash: 10%
Shares: 90%

Put all the cash I could lay my hands on this year into shares.