Wots your current portfolio spread ?

wombat42_2

Mine is:

30% Cash
25% Neptune Global Equity
25% Artemis Global Growth
10% Jupiter Global Managed
10% Garmore Global Focus

Tempted to ditch the last two and switch to JM Finn Global Opps which mainly covers global infrastructure - an offshoot from the resources sector.

mr_fishbulb

At the moment, 100% Cash ISA. Still trying to figure out where to put my money :rolleyes:

Thinking of buying £1000 ETF basket of mixed commodities at the end of this month.

Then from April a £50 monthly payment into each JPM Natural Resources, Eclectica Agriculture, Neptune Global Equity.

But then I wonder if it's too high-risk and too focused on commodities.

At this rate I'll stil be in the same position next yera, unable to make up my mind

Liz_the_Whizz

wombat42

Is that 30% Cash in your investments or is it your savings?

wombat42_2

Liz_the_Whizz wrote: »

wombat42

Is that 30% Cash in your investments or is it your savings?

Cash savings. I was particularly interested in your portfolio spread if you wouldnt mind.

Franko43

I see the word 'Global' features heavily in the portfolio. Any particular reason Wombat?

wombat42_2

Franko43 wrote: »

I see the word 'Global' features heavily in the portfolio. Any particular reason Wombat?

What about your portfolio spread first:mad: After all that is what this thread is about. I give my spread as a starter and now people are asking me to justfy it without responding :mad:

robp

Maybe they don't have investments and are just asking a question? Some people also like to keep things private. Please don't be offended!

Anyway, here's mine for what it's worth (£1000 each)

Artemis Euro Growth
Fidelity Special Situations
JPM Natural Resources
Schroder UK Alpha Plus

This has been my first year investing in S&S and it's been an eye opener.

Also have a SIPP with more funds but don't have the time to go through them now.

Looks like you're still sticking with your Global Growth rather than China/Asia. Hope it's working for you!

wombat42_2

robp wrote: »

Maybe they don't have investments and are just asking a question? Some people also like to keep things private. Please don't be offended!

Anyway, here's mine for what it's worth (£1000 each)

Artemis Euro Growth
Fidelity Special Situations
JPM Natural Resources
Schroder UK Alpha Plus

This has been my first year investing in S&S and it's been an eye opener.

Also have a SIPP with more funds but don't have the time to go through them now.

Looks like you're still sticking with your Global Growth rather than China/Asia. Hope it's working for you!

Hold that front page. I have just switched Jupiter Global Managed and
Garmore Global Focus into Allianz BRIC fund

purch

20% Directly held Gilts and Bonds
22% Various Funds (Global Growth/Asia Pacific ex/Emerging/Specialist)
18% Investment Trusts (wide spread, some Private Equity Trusts)
4% Equity ETF's
8% Commodity ETF's
11% Equities (mainly large Cap)
4% Pref's
13% Cash

Mojo71

Hi Wombat,

My portfolio looks like this...

10% agricultural commodity ETFs
35% gold + precious metals ETFs
25% gold + precious metals equity funds
30% energy / natural resources / mining equity funds

I'm kind of looking more at sector-level investments rather than geographical, and keeping up to date with news and opinions about these sectors so that I can change pretty sharpish if I need to.

Got a bit fed up of following the traditional "balanced portfolio" model, and decided I'd rather be overweight in areas I think might perform better over the next few years.

ryandj

£2400 Fidelity China Focus
£1000 Fid EMEA
£250 Fid India Focus
£200 Fid Special Situations
£1000 Fid Multimanager Growth
£60 Invesco perpetual income
£70 Jupiter environmental
£100 jupiter high income
£100 martin currie high income
£150 Neptune Russia and Greater Russia

and then ~£4000 in cash ISA's