What % of your portfolio is in UK stocks?

AnotherJoe

newbinvestor wrote: »

What % of your SIPP is in UK stocks? Just curious.

I'm at 35% but would like to get to 40%. I personally don't like the heavy USA weighting of world/multi index fund (usually around 60% from what I've seen)

I'm going to guess it isn't anywhere near that in practice. Can you give an example of some of your UK stocks ?

[Deleted User]

AnotherJoe wrote: »

I'm going to guess it isn't anywhere near that in practice. Can you give an example of some of your UK stocks ?

I don't hold stocks just funds.
Mostly Ftse All Share, Ftse 250 and then some Franklin UK Mid Cap and Marlborough UK Micro for the active side.

Thrugelmir

StevieJ wrote: »

Is BP not subject to forex risk?

Dividend is paid in US $............

Yield may be high but interim distributions have barely changed in 6 years.

Moe_The_Bartender

Around 24% concentrated mainly on Diageo, Unilever, Reckitt Benckiser, RELX, Sage and Glaxo.

AnotherJoe

newbinvestor wrote: »

I don't hold stocks just funds.
Mostly Ftse All Share, Ftse 250 and then some Franklin UK Mid Cap and Marlborough UK Micro for the active side.

Ok so FTSE All Share, from an analysis I recall reading sometime recently gets about 70% its income from outside the U.K. FTSE250 will be higher 100 even higher. . For example, SMT is in the FTSE100 I think that's pretty much 100% outside the U.K. Top 20 in the 100 are just about all mostly outside the U.K. they have to be to get that big. Even down at the small end some of those companies are very international and almost none wholly in the U.K. there's one in franklin, tI fluid, that has manufacturing in 28 countries. That's in their top ten.
So i suspect your 35% is more like 10-15% max in terms of where its revenue comes from. Most companies these days are very international. I think it's illusory to buy geographic based funds and think you are mostly investing in those countries.

[Deleted User]

Since July 1st 2016

DOW + 50%
NASDAQ +65%
DAX +35
CAC +35%
Italy (Italy!) +50%

As opposed to:
FTSE100 +12%
FTSE250 +18%

That's a shortfall that investors with focus on UK funds and companies may never recover from.

Linton

ZingPowZing wrote: »

Since July 1st 2016

DOW + 50%
NASDAQ +65%
DAX +35
CAC +35%
Italy (Italy!) +50%

As opposed to:
FTSE100 +12%
FTSE250 +18%

That's a shortfall that investors with focus on UK funds and companies may never recover from.

From Nov 2001 to Nov 2007 with dividends reinvested.
DOW +5%
FTSE World +47%
FTSE100 +60%
FSE250 +150%


A shortfall from which US investors may never recover.

[Deleted User]

Linton wrote: »

From Nov 2001 to Nov 2007 with dividends reinvested.
DOW +5%
FTSE World +47%
FTSE100 +60%
FSE250 +150%


A shortfall from which US investors may never recover.

Sorry, I didn't realise it was a "let's start counting from here and stop counting from here" exercise. My comparison runs from the Brexit vote to current trading.

Thrugelmir

ZingPowZing wrote: »

That's a shortfall that investors with focus on UK funds and companies may never recover from.

I wish that I had been born with hindsight. An invaluable tool for those that invest in stock markets.

[Deleted User]

Thrugelmir wrote: »

I wish that I had been born with hindsight. An invaluable tool for those that invest in stock markets.

Hindsight had nothing to do with it. The referendum of 23rd June 2016 caused the biggest one-day fall of any major currency since fixed-rates were abandoned. Every subsequent movement of the markets pretty much backs up the message, from that day to this: Brexit is bad for the UK.