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Asset allocation and fund selection - thoughts please!

Snakey · 2019-08-24 10:37:27

Following on from my thread yesterday where I'm considering ditching my IFA but they've made me worried that my current portfolio is bad (and so I can't just DIY using the one I've got as a starting point), someone suggested I should post it up for comments, so here I am! I'm not seeing how I can insert a table, so I've…

Comments

aroominyork Posts: 3,645 Forumite

27 August 2019 at 12:29PM

I compare my active portfolio to a couple of index funds, HSBC FTSE World and VLS100 (I am overweight UK but not as much as VLS100 so I sit somewhere between the two). To monitor risk/return I use the Portfolio tool on Trustnet. That tells me that my portfolio's FE risk is 97, while HSBC is 113 and VLS100 is 107. That gives me enough confidence that I am not taking too much risk.

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