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Ivkoto
Posts: 103 Forumite
Hello everyone.
Could you please give me your opinion on how well the portfolio is diversified (around 4400 companies in total) ?
Is it heavy in some sectors and light in others as a percentage wise ( with view of the top 10 holdings in each sectors )?
Does it make any sense for a not risk averse person, who won't touch the funds in the next 10-12 years to be invested like this and would you change anything when drawdown start?
Thank you!
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Why not just link the fund or index it tracks?2
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So you want to invest an amount now, leave the investment unchanged and then start drawing down in 10-12 years?Perhaps choose your level of risk and geographic spread from this:
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Mark_d said:So you want to invest an amount now, leave the investment unchanged and then start drawing down in 10-12 years?Perhaps choose your level of risk and geographic spread from this:
Sorry if I haven't been clear. I have been invested in the funds for quite a while and continue to contribute monthly. This is workplace pension, so Vanguard is not relevant. I mean if I stop working in the next 10-12 years and start taking money out, will it be sensible to leave like it is . I know that there will be times, when everything can go down, but I can live with it.0 -
Can you name the 7 funds and confirm the percentage of money in each of the 7?Ivkoto said:gravel_2 said:Why not just link the fund or index it tracks?
There are 7 funds involved, which are available only at workplace pension.Personal Responsibility - Sad but True
Sometimes.... I am like a dog with a bone0 -
Seems over complicated. Likely some crossover. Why not just a single global fund or a strategy fund?0
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If you are risk-averse then 22% of your portfolio in EM seems a little bit spicy to me1
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PloughmansLunch said:If you are risk-averse then 22% of your portfolio in EM seems a little bit spicy to me
Thank you for noticing ! Edited 🙂, I mean exactly opposite than risk-averse person.0
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