Childofthe70s

Morning all and a positive week for the portfolio +0.85%.

⭐️assets: Tech (#PCT); Private Equity (#HGT).

💩assets: Gold (#SGLG); REITs (#TRY).

Dividend from #JGGI

Portfolio now +6.55% YTD - have great weekends 🍻.

Morning all and a positive week for the portfolio +0.81%.

Best assets: REIT (#TRY), Global (#AGT).

Worst assets: Gold (#SGLN/#IGLG), Global Eq Inc (#JGGI).

Portfolio now +4.15% YTD 🍻

Only just! Well done yourself for a good week 🙂

Morning all and a positive week for the portfolio +1.87%.

Best assets: UK Smaller Co's (#JUGI), Tech (#PCT).

Worst assets: Infrastructure (#INPP), Gold (#SGLN).

Dividend from Artemis SmartGARP Emerging Markets.

Portfolio now up +1.41% YTD.

Have great (long) weekends 🍻

Morning all - a positive week, with the portfolio up +1.46%

Best assets: Tech (#PCT), Global Eq Inc (#MYI).

Worst assets: Infrastructure (#INPP), Absolute Return (Argonaut Absolute Return).

Dividend received from #BERI.

Portfolio now down -0.45% YTD.

Have great weekends 🍻

You had some 🌟!! Well done 👍

Morning all and a negative week for the portfolio -0.27%.

Best assets: Private Equity (#HGT), Gold (#SGLN).

Worst assets: Tech (#PCT), Resources (#BERI).

Portfolio now +0.30% YTD.

Have great weekends 🍻

Just the etf #SGLN as a counter to my equity holdings. Given the current global uncertainty and madness I feel Gold will become more popular as an asset.

Thanks Sue - as a percentage of value of the portfolio, the global allotment is 34% and I’m happy with that. The style of management is one where I’ve tried to make a difference. Rather than having just ‘growth’ style, I have ‘value’ style management 👍.

Portfolio for 2025:
#ALW Global
Artemis SmartGARP EM
#AGT Global Value
#BERI Resources
#HGT PE
#INPP Infra
#SGLN Gold
#JGGI Global
#JUGI UK Small Co's
#LWDB UK
#MYI Growth/Inc
#PCT Tech
Ranmore Global Eq (Value)
#TRY REIT
VT Argonaut Ab Return

Eq 63%, Gold/INPP 20%, Alt 15%.

Evening all and a slightly up week +0.30%

Best assets: Emerging Markets (Artemis SmartGARP EM), Global Value (Ranmore Global Equity).

Worst assets: PE (#HGT), Global Income (#MYI).

Portfolio now +0.57% YTD.

Have great weekends 🍻

Hi everyone and a negative week for the portfolio -0.47%.

Worst assets: Infrastructure (#INPP), REIT (#TRY), Technology (#PCT).

Best assets: Private Equity (#HGT), Emerging Markets (Artemis SmartGARP EM), Gold (#SGLN).

Portfolio now +4.43% YTD.

Have great weekends 🍻

I hope the COTS family summer holiday booked through Tui boosts your holding a little 🤞

It does indeed! Just had a look via HL and it’s their top holding at 5.74%.

Following on from the receipt of dividends over the last few weeks, these have been invested in the ‘alternatives’ part of my portfolio. Topped up ‘Resources’ #BERI and REIT #TRY as these were below target holding value.

Thanks Sue - hopefully it will continue (slow and steady 🤞).

I invested a proportion of my SIPP in Barry Norris’s
@Argonautcapital
Absolute Return fund between October and November 2024. So far this holding is up 13.63%. Shoulda woulda couda invested more! Love his approach and different portfolio holdings from the ‘norm’ 👍.

Morning all - a negative week for the portfolio -0.46%. Somewhat saved by my 15% holding in Gold #SGLN.

Positives this week: #SGLN, Argonaut, #BERI
Negatives this week: #TRY, #INPP, #JUGI

Dividends this week from #BERI #TRY retained in cash.

Portfolio now +0.47% YTD. 🍻

Flat week for the portfolio +0.03%. Best assets: Tech (#PCT), Emerging M (Artemis SmartGARP). Worst assets: Infrastructure (#INPP), Resources (#BERI).

Portfolio now up 8.68% YTD.

Have great weekends and hope all your roof tiles remain intact 🌪️🍻

Morning all - a positive week for the portfolio +0.89%. Best performers were Energy & Resources (#BERI), Gold (#SGLN) and Tech (#PCT).

Portfolio now +8.65% YTD and 23% still in cash.

Have great weekends 🍻

Ahh, but then there’d be no excitement!

Quiet week for the portfolio with nothing happening. Very slightly down by -0.04% and portfolio +7.76%YTD.

Morning all - two weeks into my re-invested SIPP & still have 1/3rd in cash. 15 ITs/funds chosen for my ‘set and forget’ portfolio aside from rebalancing. Thanks to interest added from May to date on cash in SIPP, & after deducting PCLS, YTD return is 7.8%. Have great weekends 🍻.

Thanks - appreciate the link. Am aiming for growth for next 10 years or so and thought the portfolio was relatively ‘growthy’!! I’m happy with a 75% -80% allocation to stocks and 20% - 25% to fixed interest 👍.

Thank you - I’ll have a look.

Thanks X-T - prior to shovelling everything to cash a few months ago I had a wide range of individual stocks. I will shortly be signing up for a course on how to read accounts properly so that future purchases of individual stocks will be more scientific than before. Appreciate the comment though 👍

I really enjoy his directness and confidence in the assets he chooses - certainly not a fan of the wind farms!! The podcasts he’s in are a great listen 👍

Yes - most of the posts on the ‘for you’ section is just barmy awfulness. It’s getting very unreadable and I might not bother much longer.

Thanks Sue! Good to see you here.

Morning all - I am ready to re-invest away from cash. my thoughts are as follows:

60% between: JGGI, L&G Global 100, AGT, JPM Emerging Markets, MWY, LWDB, Argonaut.

25% between: CGT, PNL (+ 1 more).

13% between: PIN, OCI, BERI, CYN.

2% in: CSH2.

Other suggestions very welcome, cheers 🙏.