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I think its beginning to take a better shape now with much more balance. Here we go........
MSCI ACWI Index 70%
Emerging Funds small caps ETF 10%
Asia Excluding Japan ETF 10%
UK Small companies Tracker 10%
Originally posted by LULULU1
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You have moved from 40% small companies in your first portfolio to 50% in your second to 20% now. Looking at geography portfolio 1 is about 10% US, Portfolio 2 say 30% US, Portfolio 3 35% US. You seem to be jumping about all over the place.
Perhaps it would be better if you thought through your high level allocations before listening to the tracker siren calls. You could then choose the most appropriate funds to meet the allocations which in some cases, particularly Small Companies, may not be trackers. Note that small cap trackers can include quite large companies in their remit.
How much do you have to invest? If it is less than say £25K and have little experience I suggest you just keep to a single global all cap tracker or a high equity multi-asset fund. If its more than £100K perhaps you should seek professional advice.