Critique my planned portfolio please

JoeCrystal

Tiglath wrote: »

Just a quick question - how do you all track your portfolio? Online, home software, spreadsheets, other?

Spreadsheet. Good excuse to check the price of my shares daily.

Cheers,
Joe

Borrowedtune

Spreadsheet, as I have some employer-contributed pension funds that HL dont seem able to track

Gromitt

Moneydance, I use it for all my bank accounts and investments, and with an extension it can even download all the prices of your investments and show you a P/L ratio. Its not as accurate as the online account manager, but its good enough (or maybe I've not configured it correctly). For example, it might say "£2.31" rather than "£2.3109".

Might not be the best application for the job, but considering I use it to keep track of my bank accounts as well, I feel its sufficient.

Bazofts_Revenge

As others have said you have double even trebled up on some areas. It is a shame that Hargreaves Lansdown don't allow you to use their analyse function on the virtual portfolios to check where you could be over exposing yourself to risk. Does anyone know of somewhere where the OP could do this. I'll probably be shot down here but I do treat it as a game (although a serious game) and run a straight forward share portfolio of between 30 to 40 income producing shares which I reinvest £1k at a time in the share which has lost the most so long as it doesn't break my stock selection rules.

ColdIron

Bazofts_Revenge wrote: »

It is a shame that Hargreaves Lansdown don't allow you to use their analyse function on the virtual portfolios to check where you could be over exposing yourself to risk

You can't do it directly on your virtual portfolio but you can do it indirectly by adding funds and then excluding your actual portfolio. Shame you can't save it

vickssinex

This free report generator might be useful for analysing risk:

Bestinvest First

socrates

westy22 wrote: »

and then perhaps add a little extra seasoning by going overweight in Asia and/or smaller companies.

Looking for something along these lines - can you recommend anything I can look at in Asia?

Would you avoid Japan?

westy22

socrates wrote: »

Looking for something along these lines - can you recommend anything I can look at in Asia?

Would you avoid Japan?

There are many good Asia funds and ITs - most of these exclude Japan as the Land of the Rising Sun has had many false dawns over the past 10-20 years! However, maybe things are different this time in Japan and there is no denying that it has had a stunning 6 months and now that it seems determined to raise inflation it could have a further stunning period ahead of it (or not!).

Asia Pacific has had a great couple of years and even the experts seem to agree that a period of consolidation is now due and it is unlikely that we will see the same sort of growth in the next two years - however it is still a better bet for growth than the UK and Europe.

Personally I like the Aberdeen stable for Asia Pacific - they have a very strong and experienced team led by Hugh Young. Of course, other options are available!

bigadaj

The performance of Aberdeenshire Asian smaller companies has been stunning, though I've only been in on it for the last year. However I think they have restrictions in place for new money currently.

socrates

westy22 wrote: »

There are many good Asia funds and ITs - most of these exclude Japan as the Land of the Rising Sun has had many false dawns over the past 10-20 years! However, maybe things are different this time in Japan and there is no denying that it has had a stunning 6 months and now that it seems determined to raise inflation it could have a further stunning period ahead of it (or not!).

Asia Pacific has had a great couple of years and even the experts seem to agree that a period of consolidation is now due and it is unlikely that we will see the same sort of growth in the next two years - however it is still a better bet for growth than the UK and Europe.

Personally I like the Aberdeen stable for Asia Pacific - they have a very strong and experienced team led by Hugh Young. Of course, other options are available!

The funny thing is I came out of this just yesterday - I think its performance cannot be matched over the next couple of years