Portfolio advice

DodgyDave88

nick1234 said:

Hi

Just wanted to get some advice on my self managed portfolio which i have always kept quite simple.   With the recent volatility and over priced USA stocks it has made me think about the allocation and if holding such a large amount in Ftse All share/S+P tracker is diversified enough.   

I have about 10-15k to put into something else, i have considered less heavy US trackers like TDGB or VHYL or equal weighted MWEP.  Or continue with FWRG?   Or even add a multi asset fund like AJ Bell Adventurous? 

Currently portfolio approx split:

50% in FWRG (FTSE All World) 

15% in ETF’s covering EM, Latin America, EU and Pacfic.  The split i set as per outlook

20% EM trackers and a few individual country ETF like Vietnam/Turkey

10%  in single stocks+ IT’s.  Over the years this has been my best performance.  Eg aviva, Bank of Georgia, AUGM, JGGI, Alibaba, Barclays, 3i, CTPE etc

5% in active managed funds predominantly global small caps

Holding for long term eg 5-20 years.   I also have other riskier things like crypto, VCT, physical Gold which makes up 20% of total assets (exc home/pension).  

What did you put it in? What a time to have that sort of money. Into an all world fund you should have more than doubled your original £300k.

InvesterJones

DodgyDave88 said:

nick1234 said:

Hi

Just wanted to get some advice on my self managed portfolio which i have always kept quite simple.   With the recent volatility and over priced USA stocks it has made me think about the allocation and if holding such a large amount in Ftse All share/S+P tracker is diversified enough.   

I have about 10-15k to put into something else, i have considered less heavy US trackers like TDGB or VHYL or equal weighted MWEP.  Or continue with FWRG?   Or even add a multi asset fund like AJ Bell Adventurous? 

Currently portfolio approx split:

50% in FWRG (FTSE All World) 

15% in ETF’s covering EM, Latin America, EU and Pacfic.  The split i set as per outlook

20% EM trackers and a few individual country ETF like Vietnam/Turkey

10%  in single stocks+ IT’s.  Over the years this has been my best performance.  Eg aviva, Bank of Georgia, AUGM, JGGI, Alibaba, Barclays, 3i, CTPE etc

5% in active managed funds predominantly global small caps

Holding for long term eg 5-20 years.   I also have other riskier things like crypto, VCT, physical Gold which makes up 20% of total assets (exc home/pension).  

What did you put it in? What a time to have that sort of money. Into an all world fund you should have more than doubled your original £300k.

Nowhere near doubled. FTSE all world is only up 17% in sterling terms since 23rd May.