A funny thing happened when I re-invested.......

cloud_dog

Ok, so two years ago I held the majority of my investments in UTs / OIECs and I wasn't happy about my inability to trade the investments either time wise or price certainty so.................. I thought I'd swap my UTs / OIECs for similar ITs as these can be traded quickly like normal equities (which in essence they are).

BUT, a funny thing happended on my way to re-investing, I didn't do it instead I went down the DIY route of researching and investing solely in equities.

So, today (well tomorrow really) is the second anniversary and I have kept two pretend portfiolios (on https://www.iii.co.uk) to see how the two portfolios would / have performed and also to compare how I have fared during this period.

My investment style is pretty high risk and bearing in mind that the ITs portfiolio tried to mirror the UTs / OIECs portfolio as much as possible (would have) contained investments in:

• UK Special Situations (type funds)
• European
• Asia (ex. Japan)
• Japan
• US
• Resources
• Latin America

Using a simple average calculation the results are:

• ITs portfolio came in at 8%pa
• UTs/OIECs portfolio came in at 5%pa

Me, well, I've managed to do rather better, a number of times better in fact, so I am quite happy (although I'm sure I've been lucky on a number of occasions).

cloud_dog

Edit: didn't post this to 'big me up' just interesting to see how my investments would have fared should I have either left them where they were or carried out my ITs plan.

Bazn

funnily enough i'm in the process of doing the same thing... but i'm definitely sticking to the plan of ITs and ETFs (rather than single companies) to replace my UT/OEIC investments. I'll let you know how it goes!