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@Linton, interested to know how you often you rebalance and change funds in your growth portfolio?Linton said:Linton Growth - 24/11/2021
Schroder QEP US Core -- 24.0%
Fidelity European Dynamic -- 23.7%
Artemis US Smaller Companies -- 18.1%
ASI European Smaller Companies -- 9.8%
Matthews Asian Small Companies -- 9.1%
Baillie Gifford EM Leaders -- 9.0%
Fidelity Japan Trust -- 6.3%
The objectives of the reorganisation were:
- Reduce number of funds to minimum
- Balance large/small companies in all geographies
- Reduce % of US tech giants.2 -
Ah, you've caught me out. I am currently changing about every 6 months when I find a better way of meeting my desired equity asset allocation. In this latest change I achieved a better allocation with 2 fewer funds, which must be as far as I can go in that direction. It's more about lock down boredom than any deep investment strategy.Audaxer said:
@Linton, interested to know how you often you rebalance and change funds in your growth portfolio?Linton said:Linton Growth - 24/11/2021
Schroder QEP US Core -- 24.0%
Fidelity European Dynamic -- 23.7%
Artemis US Smaller Companies -- 18.1%
ASI European Smaller Companies -- 9.8%
Matthews Asian Small Companies -- 9.1%
Baillie Gifford EM Leaders -- 9.0%
Fidelity Japan Trust -- 6.3%
The objectives of the reorganisation were:
- Reduce number of funds to minimum
- Balance large/small companies in all geographies
- Reduce % of US tech giants.
Normally I would rebalance once a year just before the end of the tax year. That is when I make major cash movements which would lead to changes in the investments.1 -
Don't let your Granny Loose at the Dogs portfolio holdings @ 31-11-2021
Changes in the portfolio during the month are detailed at the bottom. Cash balance has increased from 1.0% to 5.90%.BIOPHARMA CREDIT PLC BPCR 4.56% BMO High Income BHI 2.69% Canadian General Investments Ltd. CGI 3.21% CITY OF LONDON INVMENT GROUP CLIG 1.77% CONTOUR GLOBAL PLC GLO 9.59% GCP ASSET BACKED INCOME FUND GABI 5.18% GORE STREET ENERGY FUND GSF 14.27% GRESHAM HOUSE ENERGY STORAGE FUND GRID 7.04% JARVIS SEC JIM 16.43% LEGAL & GENERAL LGEN 6.92% POLYMETAL MMIT 2.44% SMURFIT KAPPA SKG 2.72% STANDARD LIFE PRIVATE EQUITY SLPE 2.41% STRIX GROUP KETL 2.19% TOTAL ORD TTA 6.52% TRIPLE POINT ENERGY EFFICIENCY INFRASTRUCTURE COMPANY TEEC 2.69% UIL LIMITED UTL 1.90% XPS Pensions XPS 1.58% Cash Held and Accrued Income 5.90%
Total Disposals
ATLANTIS JAPAN AIF
CQS NEW CHYF NCYF
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Don't let your Granny Loose at the Dogs portfolio holdings @ 31-12-2021
Changes in the portfolio during the month are detailed at the bottom.BIOPHARMA CREDIT PLC BPCR 4.53% BMO High Income BHI 2.62% Canadian General Investments Ltd. CGI 3.15% CITY OF LONDON INVMENT GROUP CLIG 1.71% CONTOUR GLOBAL PLC GLO 13.02% GORE STREET ENERGY FUND GSF 14.22% GRESHAM HOUSE ENERGY STORAGE FUND GRID 6.97% ISHR £ IND-LINK INXG 7.92% JARVIS SEC JIM 15.15% LEGAL & GENERAL LGEN 7.33% POLYMETAL MMIT 2.26% SMURFIT KAPPA SKG 2.87% STANDARD LIFE PRIVATE EQUITY SLPE 2.76% STRIX GROUP KETL 2.13% TOTAL ORD TTA 7.05% TRIPLE POINT ENERGY EFFICIENCY INFRASTRUCTURE COMPANY TEEC 2.57% UIL LIMITED UTL 1.92% XPS PENSIONS XPS 1.58% Cash Held and Accrued Income 0.25%
Total DisposalsGCP ASSET BACKED INCOME FUND
New HoldingsISHR £ IND-LINK INXG
Additions to Existing HoldingsCONTOUR GLOBAL PLC GLO 1 -
Don't let your Granny Loose at the Dogs portfolio holdings @ 31-01-2022
Changes in the portfolio during the month are detailed at the bottom.BIOPHARMA CREDIT PLC BPCR 4.72% BMO High Income BHI 2.61% CITY OF LONDON INVMENT GROUP CLIG 1.77% CONTOUR GLOBAL PLC GLO 12.87% GORE STREET ENERGY FUND GSF 14.33% GRESHAM HOUSE ENERGY STORAGE FUND GRID 7.25% HENDERSON FAR EAST INCOME HFEL 3.26% ISHR £ IND-LINK INXG 7.93% JARVIS SEC JIM 14.97% LEGAL & GENERAL LGEN 7.11% POLYMETAL MMIT 1.91% SMURFIT KAPPA SKG 2.78% STANDARD LIFE PRIVATE EQUITY SLPE 2.66% STRIX GROUP KETL 1.76% TOTAL ORD TTA 8.04% TRIPLE POINT ENERGY EFFICIENCY INFRASTRUCTURE COMPANY TEEC 2.43% UIL LIMITED UTL 1.95% XPS PENSIONS XPS 1.63% Cash Held and Accrued Income 0.03%
Total Disposals
Canadian General Investments Ltd. CGI
New Holdings
HENDERSON FAR EAST INCOME HFEL
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Don't let your Granny Loose at the Dogs portfolio holdings @ 28-02-2022
No changes were made to the portfolio during the month .
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Don't let your Granny Loose at the Dogs portfolio holdings @ 31-03-2022
Changes in the portfolio during the month are detailed at the bottom.BIOPHARMA CREDIT PLC BPCR 5.24% BMO High Income BHI 2.67% CITY OF LONDON INVMENT GROUP CLIG 1.77% CONTOUR GLOBAL PLC GLO 13.77% GORE STREET ENERGY FUND GSF 14.65% GRESHAM HOUSE ENERGY STORAGE FUND GRID 7.96% HENDERSON FAR EAST INCOME HFEL 3.43% JARVIS SEC JIM 18.95% LEGAL & GENERAL LGEN 7.03% SMURFIT KAPPA SKG 2.55% STANDARD LIFE PRIVATE EQUITY SLPE 2.64% STRIX GROUP KETL 1.51% TOTAL ORD TTA 8.13% TRIPLE POINT ENERGY EFFICIENCY INFRASTRUCTURE COMPANY TEEC 2.29% UIL LIMITED UTL 1.96% XPS PENSIONS XPS 1.49% Cash Held and Accrued Income 3.97% 100.00%
Total Disposals
PolymetalISHR £ IND-LINK
Additions to Existing Holdings
Jarvis Securities1 -
Don't let your Granny Loose at the Dogs portfolio holdings @ 29-04-2022
Changes in the portfolio during the month are detailed at the bottom.ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST PLC ADIG 2.87% ABRDN PRIVATE EQUITY OPPORTUNITIES TRUST PLC APEO 2.53% BIOPHARMA CREDIT PLC BPCR 5.23% BMO High Income BHI 2.68% CITY OF LONDON INVMENT GROUP CLIG 1.69% CONTOUR GLOBAL PLC GLO 13.66% GORE STREET ENERGY FUND GSF 14.85% GRESHAM HOUSE ENERGY STORAGE FUND GRID 8.45% HENDERSON FAR EAST INCOME HFEL 3.44% JARVIS SEC JIM 18.30% LEGAL & GENERAL LGEN 6.44% SMURFIT KAPPA SLPE 2.52% STRIX GROUP KETL 1.56% TOTAL ORD TTA 8.20% TRIPLE POINT ENERGY EFFICIENCY INFRASTRUCTURE COMPANY TEEC 2.45% UIL LIMITED UTL 1.92% XPS PENSIONS XPS 1.64% Cash Held and Accrued Income 1.58% 100.00%
New HoldingsABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST PLC ABRDN PRIVATE EQUITY OPPORTUNITIES TRUST PLC is purely a change of name from Standard Life Private Equity.
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Prism Global going into 2023
Fundsmith - 50.72%
Royal London Sustainable Leaders Trust - 12.57%
Vanguard FTSE EM ETF - 10.13%
Smithson - 7.94%
SDL Free Spirit - 6.79%
Gresham House UK Micro Cap - 6.72%
HarbourVest Global Private Equity - 2.82%
Chrysalis - 0.95%
Fundsmith Emerging Markets Trust - 1.34%
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Prism I personally wouldn’t feel comfortable with 50% in one fund, so I just would like your view of why you are please?Prism said:Prism Global going into 2023
Fundsmith - 50.72%
Royal London Sustainable Leaders Trust - 12.57%
Vanguard FTSE EM ETF - 10.13%
Smithson - 7.94%
SDL Free Spirit - 6.79%
Gresham House UK Micro Cap - 6.72%
HarbourVest Global Private Equity - 2.82%
Chrysalis - 0.95%
Fundsmith Emerging Markets Trust - 1.34%0
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