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Junior ISA portfolio
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Midas
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Midas.
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On what basis did you make a conscious choice to select a range of funds (and manage them on an ongoing basis) rather than using a global tracker in the first place, and what specific investment strategy did/do you have in mind that guided these choices?3
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Thanks in advance for any opinions!It looks like a classic fashion investor portfolio. The sort of portfolio put together by someone who doesn't understand investing but reads the Telegraph money section and buys most of the funds they have promoted.I would be interested in views as to the overall balance of funds here and also which to top up / what to add with the £2k cash I have to add. Or, a more radical option would be to dump the lot and buy a global equity tracker, as I suspect I'm underperforming against one.The tracker is the sensible option. What you have done is the radical option.
I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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