Whats your S&S ISA Portfolio? (Winners and Losers)

jabbahut40

Hi All,

Just for fun what is your current S&S ISA portfolio? I always find it interesting to see other portfolios to help with my own investment ideas. To get things started here is mine.

Holding Portfolio %
First State Asia Pacific Leaders Acc 17.9
JPM Natural Resources A Acc 13.4
Invesco Perpetual High Income Acc 12.0
Marlborough Special Situations Fund Acc 11.7
Schroder US Mid Cap Acc 9.4
Aberdeen Emerging Markets Acc 9.3
Henderson China Opportunities Fund 7.7
Fidelity MoneyBuilder 5.8
M&G Global Basics Fund A Acc 4.9
Franklin UK Mid Cap Fund 4.4
Jupiter Financial Opportunities Fund 3.5

Any one else willing to play?

Jabba

kidmugsy

Gold and Silver, shiver m'timbers, gold and silver.

srcandas

Jabbahut just for fun here's my SIPP

Troy Trojan Fund Class I Accumulation (32%)

Aberdeen EM Bond Class A Acc (16%)
Investec EM Local Currency Debt Class A Net Acc (5%)

Fidelity Indonesia A Income (7%)
ACPI India Fixed Income UCITS Classs C1 (4%)
Australian Natural Resources Income Units (4%)
Henderson China Opportunities Acc Shares (5%)
Invesco Perpetual Asian Accumulation Units (5%)
Threadneedle China Opportunities Acc (5%)
Schroder Small Cap Discovery Class A GBP Acc (4%)

BP Plc Ordinary US$0.25 (4%)
GlaxoSmithKline plc Ordinary 25p (5%)
Severn Trent Plc Ordinary 97 17/19p (4%)

This is actively managed so is not a long term hold portfolio but as it is now.

Now if you think that I believe Europe is going down the toilet you might be right

jimmyjones_2

I have a pretty boring passive ISA portfolio:

HSBC American Index - 29%
HSBC FTSE All Share Index - 24%
HSBC European Index - 15%
L&G Global Emerging Markets Index - 13%
HSBC Pacific Index - 8%
HSBC Japan Index - 6%
HSBC UK Gilt Index - 5%

My SIPP is even more boring:

Vanguard Lifestrategy 80 - 100%

Linton

My long term portfolio held in his & hers ISAs......

Aberdeen Emerging Markets Acc 9.9
JPMF Natural Resources 9.2
F&C Strategic Bond Income 7.8
Old Mutual Select Smaller Companies 7.7
M&G Recovery Acc 7.6
Fidelity SE Asia 7.6
Henderson Global Technology 6.8
First Asia Pacific 6.1
Newton Real Return 6.1
Blackrock European Dynamic 5.1
Threadneedle European Smaller Companies 5.1
First State Indian Subcontinent 3.9
Fidelity FIF Emerging EMEA 3.0
SW American Smaller Cos 3.0
Jupiter emerging european opps 2.9
Marlborough Special Situations 2.7
Threadneedle European Select 2.1
Jupiter Financial Opportunities 1.9
Biotech Growth Trust 1.7

I also hold an income portfolio of dividend paying shares in an S&S ISA.

srcandas

jimmyjones wrote: »

I have a pretty boring passive ISA portfolio

Boring but rich - I could handle that. What I like is that your portfolio is almost the opposite to mine. You have faith in the US and Europe. I don't

But we might both make good money :beer:

Must admit I find the whole process fascinating and interesting. Great fun. I guess if I didn't I'd be in fixed interest

I guess regulars on this forum are more likely to be like that?

Eponym

I've only been investing for the last 2-3 years. At the moment I add £50pm as I'm only 26 and my main financial priortity is saving for a house deposit.

Given my age and long-time horizon it's a high-risk portfolio and is not very diversified at the moment, but I'm working on that. The amounts are very low and I can afford to lose it.

M&G Global Basics Acc - 57.9%
Aberdeen Emerging Markets Acc - 33.5%
Henderson European Special Situations Acc - 8.6%

I'm currently paying into the Henderson in the hope of profiting if the European market picks up. The I'll top up the Aberdeen for a few months. In the next few years I plan to stop paying into those and start paying into Vantage LifeStrategy 80%.

darkvader

Interesting thread to see how ones mind thinks. My SS is across funds while OH's SS is yet to be setup across ITs. Below portfolio, £500 pm held with HL

First State Asia Pacific Leaders 16.6%
First State Global Emerging Markets Leaders 15.3%
Aberdeen Global Emerging Smaller Companies 13.3%
M&G Global Dividend 12.6%
Troy Trojan Income 10.5%
Franklin Templeton (Lux) Templeton Global Bond 9.9%
CF Ruffer Total Return Class O 5.9%
Old Mutual Global Strategic Bond 5.8%
Liontrust Special Situations 10.1% - one time, not part of monthly investment

The_Accumulator

Always loved this game. Here's another passive portfolio. Use the Aberforth Trust due to lack of decent UK small cap / value trackers.

HSBC FTSE All-Share index fund - 15%
Aberforth Smaller Companies Trust - 15%
Vanguard Dev World ex UK - 25%
DBX Stoxx Global Select Dividend ETF - 10%
Vanguard Global Small Cap index fund - 10%
Vanguard Emerging Markets index fund - 10%
iShares Emerging Markets Small Cap ETF - 5%
iShares Developed Markets Property ETF - 10%

MarcoM

hi guys,

all well and good telling us what you have but tell us how much you have made per year in the last five years

also do you think a passive portoflio would be suitable for someone who could invest 200k is is the usual IFA route the best.

srcandas

MarcoM wrote: »

hi guys,

all well and good telling us what you have but tell us how much you have made per year in the last five years

also do you think a passive portoflio would be suitable for someone who could invest 200k is is the usual IFA route the best.

Couldn't tell you because my circumstances and thus investments have changed drastically in 5 years. Further you can only do that in a meaningful way if you (not necessarily your funds) have been passive all that time, and you would need to analyse if the money was lump sum or drip fed, or both. Then you'd have to take into account the learning process; I am a better investor now than 5 years ago

I think Dunston offered recently that he was close to 10% over the years. I guess that is a good target.

You could of course dump these portfolios into trustnet and get a 5 year feedback but not sure what it would tell you. Some of these funds didn't exist 5 years ago

As for a passive portfolio of £200k I think it is fine if you are a passive investor? Depends what alternatives you have and your necessity to avoid losses and/or maintain an income.

As for needing an IFA I think it is not difficult to set up a passive £200k investment these days but if you want to pay to pass on the responsibility then I guess an IFA would serve that purpose :beer: