RVF Portfolio - Damaged goods.

A helpful place to also put any annual reports etc, of your own portfolios
PinkDalek
Lemon Half
Posts: 6203
Joined: November 4th, 2016, 1:12 pm

Re: RVF Portfolio - Damaged goods.

Post by PinkDalek »

O/T May I mention that I don't really think it necessary to use a font size of 150 when colouring in?

jackdaww
Lemon Quarter
Posts: 2087
Joined: November 4th, 2016, 11:53 am

Re: RVF Portfolio - Damaged goods.

Post by jackdaww »

PinkDalek wrote:O/T May I mention that I don't really think it necessary to use a font size of 150 when colouring in?
===================================

this is my usual modus operandi , for clarity purposes .

this particular post raises some significant issues , which i think deserve even greater clarity.

:!:

dealtn
Lemon Half
Posts: 5676
Joined: November 21st, 2016, 4:26 pm

Re: RVF Portfolio - Damaged goods.

Post by dealtn »

jackdaww wrote:
this particular post raises some significant issues , which i think deserve even greater clarity.

:!:
Maybe start a post about them on the Investment Strategies Board in that case?

Newroad
Lemon Slice
Posts: 841
Joined: November 23rd, 2019, 4:59 pm

Re: RVF Portfolio - Damaged goods.

Post by Newroad »

Hi Bouleversee.

You asked "Global what?". For me and the family ...
  • 60/40 global equities/global bonds for the adults (SIPP's/ISA's)
    70/30 global equities/bonds for the kids (JISA's)
With those splits, 50/50 passive/active
  • Equities: VWRL and a global investment trust (one of ATST, WTAN, FCIT)
    Bonds: VAGP and a global high yield bond investment trust (one of IPE, HDIV, CMHY)
So a fairly middle of the road but globally diversified approach. We'll see how it goes in the long run.

Regards, Newroad

Dod101
The full Lemon
Posts: 15021
Joined: October 10th, 2017, 11:33 am

Re: RVF Portfolio - Damaged goods.

Post by Dod101 »

Well done RVF and it has been interesting to follow your fortunes. This year will be one all of us will remember for various reasons but I suspect that apart from as you say making a decent plan in the first place, the other thing is that on the whole share price problems are quite often relatively short lived and one lesson is not to panic. My own portfolio is down only about 6% from its all time high in February which pleasantly surprises me. I have not analysed it via individual shares but no doubt that Scottish Mortgage has helped tremendously.

I hope you enjoy a long and prosperous retirement.

Dod

Post Reply

Return to “Portfolio Management & Review”