Ray Dalio's all weather portfolio

Audaxer

ColdIron said:

Personal Assets Trust is very similar to Troy Trojan, same manager

Thanks, I'm thinking of adding one of these to my portfolio. I've just compared PAT and Troy Trojan O on Trustnet. Quite similar, although over 5 and 10 years PAT is showing higher returns.  

ColdIron

I have both, in different portfolios. PNL pays a slightly higher dividend. On a total return basis, with dividends reinvested, PNL has out performed Trojan, if you strip out dividends they are much closer, but then you need to factor in stamp duty and transaction fees for the IT that may not apply to the unit trust. The IT operates a tight discount control system so that is unlikely to get out of control. OCF is similar unless you have access to the X class of Trojan. They have both performed well throughout the Coronavirus period so far. As I say not much in it, you might  choose whichever suited your investment style and platform charging structure

Audaxer

ColdIron said:

I have both, in different portfolios. PNL pays a slightly higher dividend. On a total return basis, with dividends reinvested, PNL has out performed Trojan, if you strip out dividends they are much closer, but then you need to factor in stamp duty and transaction fees for the IT that may not apply to the unit trust. The IT operates a tight discount control system so that is unlikely to get out of control. OCF is similar unless you have access to the X class of Trojan. They have both performed well throughout the Coronavirus period so far. As I say not much in it, you might  choose whichever suited your investment style and platform charging structure

Thanks. As I already have some ITs, I will have no additional platform fees if I add another IT, so may be better for me going with PNL.