Another Portfolio Analysis

sunil1234

blinko wrote: »

theres no point in having exposure to india via 3 different funds the difference will be minimal if any it will be a 2-3% difference between them, if anything it could be costing you more as there could be higher TER/initial/exit costs simpllify your folio and look where you are over lapping in exposure

you dont need 50 funds at 1% to get exposure to one sector one fund will do that,

BP was a good buy at £3 that was always going to bounce back up, will do again once divi's resume i would hold and sell on teh news of divi's being repaid as price will go up as pension funds etc will buy (unless you want income of course)

good luck withBHR im in GCM at 219

but yeah have a proper look at your folio and areas your overlapping

thank you, i will go back though and consolidate accordingly

not bought BP for income, but let it reinvest and share price recover some more and then we will see.....

I am in GCM too, at 2.20 something......

Good luck too:beer: