Liquidate entire portfolio until virus is over?

Sebo027

BrockStoker said:

ChesterDog said:

Staying put certainly served me well. Again.

Likewise - apart from the addition of the S&P 500 ETF (bought 120320) nothing has been changed in my portfolio since the start of the year. This is my main portfolio:

There are a couple of funds in my actual portfolio that are not listed on trustnet portfolio tracker, but apart from them (about 10% of the total, and counted as cash - they have not done well, but that is all I will say about them here) and the Japanese smaller companies fund % gains being off because I sold some and there is no way on trustnet to tell it that (as far as I'm aware), the trustnet portfolio tracker (and screen shots of it above) is accurate. Apologies for the large blank gaps, which were put there to stop my previous image hosting company from overwriting the data with their water mark - then I discovered I could upload pictured direct!

What investment platform are you using?

Alistair31

Sebo027 said:

BrockStoker said:

ChesterDog said:

Staying put certainly served me well. Again.

Likewise - apart from the addition of the S&P 500 ETF (bought 120320) nothing has been changed in my portfolio since the start of the year. This is my main portfolio:

There are a couple of funds in my actual portfolio that are not listed on trustnet portfolio tracker, but apart from them (about 10% of the total, and counted as cash - they have not done well, but that is all I will say about them here) and the Japanese smaller companies fund % gains being off because I sold some and there is no way on trustnet to tell it that (as far as I'm aware), the trustnet portfolio tracker (and screen shots of it above) is accurate. Apologies for the large blank gaps, which were put there to stop my previous image hosting company from overwriting the data with their water mark - then I discovered I could upload pictured direct!

What investment platform are you using?

Those screenshots are from Trustnet. I imagine he is using multiple different platforms for those holdings.

ChesterDog

ProDave said:

I will also be hovering over the button in the run up to Q2 GDP figures. I think they are going to be nasty.  It's a question of more or less nasty than the market has priced in.

But you're only going to know whether to press the button when it's too late to press the button.
Prices will react (change) instantly if results are not as expected. 

Stargunner

BrockStoker I am amazed that you are still holding such a poor performing fund as Schroder UK public private trust

HHarry

ProDave said:

I will also be hovering over the button in the run up to Q2 GDP figures. I think they are going to be nasty.  It's a question of more or less nasty than the market has priced in.

 I really hope the markets have priced in an absolutly dire result for Q2 GDP.  Any thing above that is unjustified optimism.

bowlhead99

Stargunner said:

BrockStoker I am amazed that you are still holding such a poor performing fund as Schroder UK public private trust

Yes he definitely should have sold it in March when it was down at 20p rather than holding on until it came back to the 27-30p range...  /s

BrockStoker

Alistair31 said:

Sebo027 said:

BrockStoker said:

ChesterDog said:

Staying put certainly served me well. Again.

Likewise - apart from the addition of the S&P 500 ETF (bought 120320) nothing has been changed in my portfolio since the start of the year. This is my main portfolio:

There are a couple of funds in my actual portfolio that are not listed on trustnet portfolio tracker, but apart from them (about 10% of the total, and counted as cash - they have not done well, but that is all I will say about them here) and the Japanese smaller companies fund % gains being off because I sold some and there is no way on trustnet to tell it that (as far as I'm aware), the trustnet portfolio tracker (and screen shots of it above) is accurate. Apologies for the large blank gaps, which were put there to stop my previous image hosting company from overwriting the data with their water mark - then I discovered I could upload pictured direct!

What investment platform are you using?

Those screenshots are from Trustnet. I imagine he is using multiple different platforms for those holdings.

Just a single platform for that portfolio. Most won't have heard of it since only FAs can set up an account: Royal London 360

BrockStoker

Stargunner said:

BrockStoker I am amazed that you are still holding such a poor performing fund as Schroder UK public private trust

I believe the majority of the underlying assets are sound, and the fund is mostly down for reasons other than it's holdings, so I'll continue to hold till it recovers (or not). It's not over till the fat lady sings.

Stargunner

bowlhead99 said:

Yes he definitely should have sold it in March when it was down at 20p rather than holding on until it came back to the 27-30p range...  /s

He shouldn’t have still been holding this fund in March, because it would have been 60-70% down around then. sometimes it is best to just accept that you have made a mistake, sell it at a loss and invest in a fund that is more likely to give you a far better return.

kinger101

Stargunner said:

bowlhead99 said:

Yes he definitely should have sold it in March when it was down at 20p rather than holding on until it came back to the 27-30p range...  /s

He shouldn’t have still been holding this fund in March, because it would have been 60-70% down around then. sometimes it is best to just accept that you have made a mistake, sell it at a loss and invest in a fund that is more likely to give you a far better return.

Sometimes it's better to have bet red rather than black too.  It's inevitable one makes decisions which turn out in hindsight to be bad.  Who's to say a better fund would have been picked if it was sold.