Dod's Growth Portfolio
Posted: December 31st, 2017, 5:51 pm
YeeWo was asking if I would post my growth portfolio here. Not very interesting but here it is
Scottish Mortgage 25.5%
Caledonia 14.75%
ABF 11.5%
RIT Cap Partners 12%
Carr's Group 10.25%
Arbuthnott Banking 3%
Henry Boot 8.25%
Finsbury IT 11%
Alliance Trust 3.75%
That is the bare bones. In the last year I sold out of Daejan (a very good quality property company) because I felt the share price was going nowhere and the dividend was very small. I bought Henry Boot with some of the proceeds and it has grown by 49% in about eleven months. Good call.
I also bought a small amount of Alliance Trust at near year end and intend to increase that in 2018.
Carr's and Arbuthnott gave me wonderful special dividends in 2016 and I should have sold them thereafter because in the current year neither has done much. Most of the shares held have a strong family influence which I think removes the short termism we tend to get with many companies and so I am comfortable with all. Maybe I need to be a bit more aggressive with this portfolio though but I will retain Scottish Mortgage as long as James Anderson is managing it and Caledonia I have held for about 25 years and have no intention of selling.
Finsbury gives me exposure to Nick Train and RIT to Lord Rothschild. Both are good investment managers.
Conservative? Yes and maybe too much so for some.
Dod
Scottish Mortgage 25.5%
Caledonia 14.75%
ABF 11.5%
RIT Cap Partners 12%
Carr's Group 10.25%
Arbuthnott Banking 3%
Henry Boot 8.25%
Finsbury IT 11%
Alliance Trust 3.75%
That is the bare bones. In the last year I sold out of Daejan (a very good quality property company) because I felt the share price was going nowhere and the dividend was very small. I bought Henry Boot with some of the proceeds and it has grown by 49% in about eleven months. Good call.
I also bought a small amount of Alliance Trust at near year end and intend to increase that in 2018.
Carr's and Arbuthnott gave me wonderful special dividends in 2016 and I should have sold them thereafter because in the current year neither has done much. Most of the shares held have a strong family influence which I think removes the short termism we tend to get with many companies and so I am comfortable with all. Maybe I need to be a bit more aggressive with this portfolio though but I will retain Scottish Mortgage as long as James Anderson is managing it and Caledonia I have held for about 25 years and have no intention of selling.
Finsbury gives me exposure to Nick Train and RIT to Lord Rothschild. Both are good investment managers.
Conservative? Yes and maybe too much so for some.
Dod