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

westy22

Mine are all shares, £11,000 worth bed and ISA'd in April 12:

AZN +7.7%
AV. +19.4%
DGE +17.4%
EDIN +5.0%
TSCO +8.79%

With the weightings mix the ISA is up 11.2% overall ( with dividends reinvested along the way). Very happy this year :j

Theyarv1

i hold the following in mine

BP
BT
Fresnillo
GSK
Tesco
NBPO
S&N
Vodafone

Pretty equally

JohnRo

I'm only 2 months into this portfolio, index trackers are the funds I contribute to monthly... the rest I'm waiting for a price drop opportunity

ABERDEEN GLOBAL ASIAN SMALLER COMPANIES D2 GBP Acc (3.9%)
ABERDEEN GLOBAL EMERGING MARKETS SMALLER COMPANIES D2 GBP Acc (3.4%)
AXA FRAMLINGTON BIOTECH R Inc (0.8%)
AXA FRAMLINGTON GLOBAL TECHNOLOGY R Inc (1.8%)
AXA FRAMLINGTON HEALTH R Inc (0.8%)
BLACKROCK GLOBAL PROPERTY SECURITIES EQUITY TRACKER A Acc (1.7%)
F&C US SMALLER COMPANIES 1 Inc (4.7%)
FIRST STATE GLOBAL RESOURCES A Acc (0.9%)
INVESCO PERPETUAL GLOBAL FINANCIAL CAPITAL R Inc (3.1%)
KAMES HIGH YIELD BOND A Inc (1.8%)
LIONTRUST UK SMALLER COMPANIES R Inc (-1.2%)
M&G JAPAN SMALLER COMPANIES A Inc (3.4%)
THREADNEEDLE EUROPEAN SMALLER COMPANIES C1 Inc (8.3%)
VANGUARD EMERGING MARKETS STOCK INDEX GBP Inc (3.0%)
VANGUARD FTSE DEVELOPED EUROPE EX-UK EQUITY INDEX Inc (4.0%)
VANGUARD FTSE UK EQUITY INDEX GBP Inc (0.0%)
VANGUARD GLOBAL BOND INDEX GBP Inc (0.1%)
VANGUARD GLOBAL SMALL-CAP INDEX Inc (2.3%)
VANGUARD JAPAN STOCK INDEX GBP Inc (2.7%)
VANGUARD PACIFIC EX-JAPAN STOCK INDEX GBP Inc (3.5%)
VANGUARD UK INVESTMENT GRADE BOND INDEX GBP Inc (-0.5%)
VANGUARD US EQUITY INDEX Inc (-0.2%)

chewmylegoff

Aberdeen EM - 20%
Aberdeen Global Asian Smaller Companies - 5%
Cadogan Petroleum - 5%
First State Asian Pacific Leaders - 20%
Invesco Perpetual Global Financial Capital - 10%
Junior Oils Trust - 10%
Schroeder Global Healthcare - 10%
Threadneedle UK Equity Alpha - 20%

Best performing is the Invesco fund which is up 20%, all of them are up at least 10% since i started 2 years ago, except Junior Oil Trust and CAD.

Worst performing is CAD which is down 65%. Will teach me to invest in sh1te risky junior oil and gas stocks when my PA dealing policy prevents me from selling in the first 6 months. I'll just leave it where it is and watch it slowly deteriorate to £0 to remind me not to do this again!

Wobblydeb

Here is my S&S ISA. I started investing just over three years ago, so it has changed quite a bit in that time. I am currently 14.2% up, which equates to 8.5% annual compound interest - because most of the money was added in the last 18 months.

My investing style is changing with time - I am much more conservative now, although I still keep XEL as a reminder of what happens when I make daft decisions! :rotfl:

Ticker Company Name Proportion
AV. Aviva 6%
STAN Standard Chartered 16%
AZN AstraZeneca 10%
VOD Vodafone Group 12%
SBRY Sainbury (J) 6%
MGCR Morgan Crucible 5%
FWEB Fiberweb 8%
GKN GKN 6%
XEL Xcite Energy 1%
UTG1 Unite 6.125% 2020 13%
BGFD Baillie Gifford Japan Trust 8%
Vanguard Life Strategy 60% Equity 7%
Cash 1%

Wobblydeb

chewmylegoff wrote: »

Worst performing is CAD which is down 65%. Will teach me to invest in sh1te risky junior oil and gas stocks when my PA dealing policy prevents me from selling in the first 6 months. I'll just leave it where it is and watch it slowly deteriorate to £0 to remind me not to do this again!

:beer: my strategy is the same. Currently 77% down on XEL and counting....

I bet there's a little bit of you thinking "ah, but it might come good again" ......

lvader

You obviously aren't doing it right, I'm well up on both of those.

jabbahut40

Hi,

Since I started this thread I have personally not sold any of the my holdings and have recently been drip feeding into the following funds.

Fidelity MoneyBuilder
Franklin UK Mid Cap Fund
Jupiter Financial Opportunities Fund

Out of interest has any of the original posters on this thread made any significant changes to their S&S portfolio over the last quarter with a view to predict this years winners?

I notice that China funds seem to recovered recently however have decided for now not to invest further as I feel that my portfolio is already quite heavy on Asia and emerging markets.

Thoughts?

Jabba

westy22

Not sold anything yet although I am considering selling some of my AAS as I think that Pacific ex Japan has grown well out of balance in my portfolio due to the last 3 year's performance.

I have quite recently bought a significant amount of DNDL (about 8% of my portfolio) - I have probably missed the boat a bit on this one but I am optimistic that smaller companies growth still has some steam left.

sorcerer

I am slowly getting out of equity moving into income, eventually i will be 80% income 20% equity.

Equity

Aberdeen Emerging Markets 17%
AXA Framlington UK Select Oppr 17%
Blackrock Gold and General 12%
Neptune Russia and Greater Russia 10%
JP Morgan Natrual Resources 6%

Income

Invesco Perp. Monthly Income Plus 6%
Newton Global High Yield 6%
24 Investment Fund - Dynamic - 5%
Rathbone Ethical Bond - 5%
Aberdeen Global High Yield Select - 5%
Marlborough High Yield - 5%
Insight Invesment UK Equity - 2%