Fidelity Index World (class P) - 26%
Vanguard Lifestrategy 60% - 24%
Capital Gearing Trust (CGT) - 16%
L&G Global 100 (class I) - 11%
BG China B (OEIC) - 8%
iShares PhysGold (SGLN) - 6%
Fundsmith Equity (class I) - 5%
Fidelity China (FCSS) - 2%
Aegon Diversified monthly - 1%
Cash - 1%
Portfolio YTD return (weighted average) - -1.3%
Benchmark YTD (VLS 80) - -2.1%
so doing quite well really
![Laughing :lol:](./images/smilies/icon_lol.gif)
Asset allocation - weighted average
Equities - 74%
Bonds - 17%
Gold - 7%
Cash 2%
Ongoing charges all quite low except BG China 0.78% and FS 0.95%. Weighted average charges OCF 0.2% + Custody charge 0.3%
Fidelity Index World - core holding. Happy with this one. Done well since I started investing in Oct 18.
VLS 60 - Was handy during the Feb/March CV crash. Smoothed things a lot.
CGT - helped reduced volatility. Standard deviation lowest at 4.37. Does very good job, so far.
L&G Global 100 / Fundsmith - overweight in US and Tech. Sold some UK holdings in April as losses and these two did the heavy lifting in Apr-Jun to return pf to profit (unless this month!).
BG China/FCSS - recent purchases. Bought after the recent China bull rull, but did well past few weeks, whilst everything else has dropped. FCSS long term holding, with China V shaped recovery, want to be overweight in China.
Gold - helpful to diversify. Bought a few months ago and built up to 15% at one point, sold some recently to buy China funds.
Aegon Diversified - monthly income to pay fees. Bad performance in CV crash, but happy with this.
Disappointed to be back in loss after chaos of a year. Feedback welcome.