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

JohnRo

NPowerUser wrote: »

..Japan are going to start printing money like there is no tomorrow...
Peoples thoughts?

Joining the rest of the western klepto-capitalist party then, I can see stock prices, all prices, in general only rising faster, all other things being equal, as the crooks in charge of monopoly money compete with each other to devalue stupefying levels of "national" debt at the expense of the currency and everyone forced to use it, in a race to the bottom.

The problem is that without a free market nothing is ever resolved and those pulling the levers and twisting the dials get to decide who wins and loses rather than the market.

Gold value might be reflected by higher monopoly money prices in future but the cost of getting it out of the ground will also rise by the same measure.

Jegersmart

The correlation between the value of a physical commodity and price of a mining equity is not great tbh, one would do well to remember that.

In this case, as there are no dividends to speak of but I do feel that commodities and related stocks should do well up until middle of year I would be tempted to hold on a few months and start to rotate out as you hopefully gravitate towards breakeven, unless you have something else that you feel you need to invest in at the current time.

all very imho

J

Doshwaster

NPowerUser wrote: »

Any more thoughts on BlackRock Gold & General?

I'm half regretting getting into the Gold & General fund but I think I'm just going to try to ride it out in the hope it turns around rather than cut my losses. I knew it was going to be high risk - despite the rise in gold prices, these companies often work in unstable countries with a large foreign currency risk. Hey ho, you can't win them all.

NPowerUser

Doshwaster wrote: »

I'm half regretting getting into the Gold & General fund but I think I'm just going to try to ride it out in the hope it turns around rather than cut my losses. I knew it was going to be high risk - despite the rise in gold prices, these companies often work in unstable countries with a large foreign currency risk. Hey ho, you can't win them all.

I am giving this fund serious consideration as part of a balanced portfolio.

£50 a month as part of a high/low risk mix could be the way to go, that way over a period of years, the risk is spread.

That's the theory anyway.

srcandas

Doshwaster that lump in India looks like an act of faith

I briefly went 18% into resources equity through an australian natural resources fund. But I now feel best to dabble with small mining shares and not be too greedy. It is great fun and with 3 or 4 no great risk.

As you say Jegersmart the price of gold seems neither here or there when you look at gold mines

On other fronts I have just moved some Indian bonds and Chinese equity to cash today and will move more to cash in the coming weeks - maybe 20-25% of portfolio. I get the feeling the world rally will have a correction soon.

So that means the rally will power on in the coming weeks so enjoy one and all :rotfl:

I'd really like to get more into central Africa and Vietnam but there are few vehicles to do so. May have to just push more into Fidelity Indonesia and Schroder Small Caps Discovery. Both are potential rollercoasters but with good stock pickers I think and doing well. :beer:

jabbahut40

Hi All,
Time for an update. I have been tracking my portfolio on a monthly basis. The following list details the % growth since mid November which is quite impressive over such a short period.

Aberdeen Emerging Markets Acc 10.15% rise
Fidelity MoneyBuilder 9.96% rise
First State Asia Pacific Leaders Acc 6.94% rise
Franklin UK Mid Cap Fund 10.96% rise
Henderson China Opportunities Fund 12.29% rise
Invesco Perpetual High Income Acc 6.87% rise
JPM Natural Resources A Acc 0.72% rise
Jupiter Financial Opportunities Fund 16.26% rise
M&G Global Basics Fund A Acc 8.16% rise
Marlborough Special Situations Fund Acc 9.13% rise
Schroder US Mid Cap Acc 11.10% rise

Have other people seen a similar rise in their portfolio's and what have been the biggest winners/losers recently?

Thanks,
Jabba

srcandas

jabbahut40 wrote: »

Have other people seen a similar rise in their portfolio's and what have been the biggest winners/losers recently?

I'm trying not to look. There's a temptation to decrease my Troy Trojan safety net to Asia and plough more in but I know I musn't

But it's great fun :cool:

vectistim

Since mid November mine have all done c. 8-9% - the thing is I have a surprising degree of correlation considering it includes general managed, emerging markets, Asia, UK small and mid companies.

bigfreddiel

vectistim wrote: »

Since mid November mine have all done c. 8-9% - the thing is I have a surprising degree of correlation considering it includes general managed, emerging markets, Asia, UK small and mid companies.

my simple etf based balanced portfolio is doing 10% and it really is soooooooooooo simple

fj

grey_gym_sock

i think the different markets are higher correlated in the short term than in the long term.

i.e. they all tend to go up together (as in the last 2 months), or all to go down together.

but in the longer term, they can still do very differently. that's where there's more benefit from diversification.