Buffettology v something a little more global?
Posted: October 5th, 2018, 6:04 pm
I have a very simple ISA portfolio of three core holdings split equally:
In one of the ISA's I also have three individual small share holdings worth around £7K collectively.
I have a GIA with around £10K in it split 75/25 between Lindsell Train Global Equity and Fundsmith.
£750/month goes into the ISA split equally between the three fund holdings and I make the occasional lump sum addition from cash.
That totals close to £70K and I've got around £140K in literal cash in the bank and if you include some NS&I savings cert.
Fundsmith and Lindsell Train Global Equity are keepers.
I'm less sure about the 1/3 in Buffettology, not because of the fund, Keith Ashworth-Lord is very highly rated.
It's more the idea of having 1/3rd directly in the UK and mostly smaller-caps whether it's due to uncertainty over Brexit or simply that it's a heck of a lot of home bias keeping in mind Fundsmith and LTGE have some in the UK too.
I consider and ask a lot but I chop and change very little as I'm keen to keep things simple and not be that guy who comes back in a year with a list of 30 funds wondering why he's doing worse than a tracker
Views welcome
- Fundsmith
- Lindsell Train Global Equity
- Buffettology
In one of the ISA's I also have three individual small share holdings worth around £7K collectively.
I have a GIA with around £10K in it split 75/25 between Lindsell Train Global Equity and Fundsmith.
£750/month goes into the ISA split equally between the three fund holdings and I make the occasional lump sum addition from cash.
That totals close to £70K and I've got around £140K in literal cash in the bank and if you include some NS&I savings cert.
Fundsmith and Lindsell Train Global Equity are keepers.
I'm less sure about the 1/3 in Buffettology, not because of the fund, Keith Ashworth-Lord is very highly rated.
It's more the idea of having 1/3rd directly in the UK and mostly smaller-caps whether it's due to uncertainty over Brexit or simply that it's a heck of a lot of home bias keeping in mind Fundsmith and LTGE have some in the UK too.
I consider and ask a lot but I chop and change very little as I'm keen to keep things simple and not be that guy who comes back in a year with a list of 30 funds wondering why he's doing worse than a tracker
Views welcome