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Reviewing my pension funds

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  • NedS
    NedS Posts: 4,907 Forumite
    Sixth Anniversary 1,000 Posts Photogenic Name Dropper
    Prism wrote: »
    I start with some assumptions over the long term (which may or may not be correct)

    My core is large cap global, roughly MCSI World or similar
    Up to 25% emerging markets can increase gains without increased risk
    Up to 35% small company exposure can increase gains without increased risk

    This leaves a lot of flexibility. Currently I am 50% global, 16% emerging and 34% smaller companies in my SIPP

    Bonds to be introduced later

    Thanks Prism. What funds/ETFs are you using, if you don't mind me asking. I'm interested as looking for inspiration in re-constructing my own portfolio.

    And thank you to others who have shared :)
    Our green credentials: 12kW Samsung ASHP for heating, 7.2kWp Solar (South facing), Tesla Powerwall 3 (13.5kWh), Net exporter
  • Prism
    Prism Posts: 3,857 Forumite
    Eighth Anniversary 1,000 Posts Name Dropper
    NedS wrote: »
    Thanks Prism. What funds/ETFs are you using, if you don't mind me asking. I'm interested as looking for inspiration in re-constructing my own portfolio.

    And thank you to others who have shared :)

    All active funds at the moment, Fundsmith, Lindsell Train, Smithson, Montanaro better world. Stuff like that. Just as easy to do with passives though
  • Thanks for the input everybody and for sharing your own portfolios etc, will try and find some time over the next couple of days to get mine planned using the x-ray tools to balance out the regions and industries.

    Also planning to increase my salary sacrifice contributions when the portfolio has been sorted! :money:
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