Thoughts on my portfolio

dave1983_2

Hi,

I've finished setting up my S&S ISA through my financial adviser and I thought I'd ask for opinions on my portfolio so far... It's not hugely diversified as I can't put in a huge amount of money immediately though, in the course of time, I am planning to diversify somewhat.

Edited to show correct figures - thanks Lokolo, I forgot to engage brain before typing!

Invesco Perpetual High Income = 31.25%
Invesco Perpetual Corporate Bond = 31.25%
JPM Natural Resources = 3.125%
Jupiter Financial Opportunities = 31.25%
Jupiter India = 3.125%

Most of the stocks are in equities and I haven't got much exposure to emerging markets so I'm looking ta the Aberdeen Emerging Markest for the future and maybe another bond / gilt fund to lower the overall risk of my portfolio, which is described and moderate.

Any thoughts on where now? Thanks!

Lokolo

Those figures do not add up.... they add to over 100%....

bendix

So what Lokolo? If he added another 33.33% to emerging markets and maybe another 33.33% stake in, say, Japan, his portfolio would be. . . ummmm . .170% invested.

It's pure growth, don't you know!

dave1983_2

Thanks, post one has now been corrected and I'm off to remedial counting!

FATHEROFTWO_2

What is the OP tell his FA his attitude to risk in his portfolio??

Lokolo

Any reason why you're going Japan?

You have bonds, UK, then Japan. I personally would have gone for a worldwide one over Japan. But if you have special interests in Japan or you think this could do well then why the hell not eh.

ozzage

Do you mean India?

dave1983_2

Hi Lokolo, I've been advised not to touch Japan with a bargepole and my adviser believes that there's growth to be had in India so I've gone initially with an India fund but I will be opening a wider emerging markets fund when cash permits. My adviser also anticipates growth in the banking sector in the medium to long term so I've put a lot into the Financial Opportunities fund too but I don't anticipate topping that up each month whereas I will be paying £25 p/m into the India and Natural Resources Funds and also maybe into the Corporate Bond too.

Father, what do you mean by my attitude to risk please? I said to be medium to adventurous and I think that's what I've got - although I stand ready to be corrected.

Finally, if this was your portfolio, what would you do next? Thanks again!

Lokolo

ozzage wrote: »

Do you mean India?

Yes, yes I did. I am high off sugar currently. Hence my confusion.

FATHEROFTWO_2

Stock60.110.0060.11Bond29.080.0229.06Property0.000.000.00Cash21.7911.6010.18Other1.050.400.65Not classified0.000.000.00
Investment Style 36351183221200001000000
Stock Sectors| Holding Details Portfolio
Equity %MSCI UK Value NR USD
Equity %
Information7.7420.51Software1.040.00Hardware0.000.00Media0.931.85Telecommunications5.7818.66Service58.5847.36Healthcare9.469.45Consumer Services2.414.07Business Services2.372.25Financial Services44.3531.60Manufacturing33.5032.13Consumer Goods12.784.06Industrial Materials6.804.34Energy4.6022.62Utilities9.311.12Not Classified0.17-
World Regions| Holding Details Portfolio
Equity %MSCI UK Value NR USD
Equity %
Greater Europe77.16100.00United Kingdom55.13100.00Western Europe - Euro13.010.00Western Europe - Non Euro8.900.00Emerging Europe0.030.00Middle East / Africa0.090.00Americas16.340.00United States13.560.00Canada1.580.00Central & Latin America1.200.00Greater Asia6.500.00Japan0.020.00Australasia1.000.00Emerging 4 Tigers0.130.00Emerging Asia - Ex 4 Tigers5.340.00

Lokolo

FATHEROFTWO wrote: »

.....

Try again?