Portfolio Review 2023
Posted: December 24th, 2023, 10:30 am
My end of the year porfolio is:
Tracker funds 50%
VWRL
Fidelity Index World
Defensive 50%
VLS60
CTY
PNL
RICA
Returned ~6%. After losing ~6% in 2022 so back to where it was end of Dec'21.
A good year for investors, with the market (vwrl) up 13%, after a fall of 8% in 2022. Largely driven by the Magnificent 7, interest rates turning the corner, and the US avoiding a recession.
I don't share the optimism, as some here probably sick of me posting about tech bubbles and tesla will testify lol, hence more defensive than many here. With the cost of living crisis, wars in ukraine and gaza, and everything else going on, can't see this rally continuing.
I sold CGT which was 25% of my portfolio, and put into 1/2 year bonds with Marcus and Tesco, a 5%+ guaranteed return was too good turn down.
A happy Christmas to you all, and here's hoping for some peace in ukraine and gaza in the new year. God bless/ seasons greetings, adam
Tracker funds 50%
VWRL
Fidelity Index World
Defensive 50%
VLS60
CTY
PNL
RICA
Returned ~6%. After losing ~6% in 2022 so back to where it was end of Dec'21.
A good year for investors, with the market (vwrl) up 13%, after a fall of 8% in 2022. Largely driven by the Magnificent 7, interest rates turning the corner, and the US avoiding a recession.
I don't share the optimism, as some here probably sick of me posting about tech bubbles and tesla will testify lol, hence more defensive than many here. With the cost of living crisis, wars in ukraine and gaza, and everything else going on, can't see this rally continuing.
I sold CGT which was 25% of my portfolio, and put into 1/2 year bonds with Marcus and Tesco, a 5%+ guaranteed return was too good turn down.
A happy Christmas to you all, and here's hoping for some peace in ukraine and gaza in the new year. God bless/ seasons greetings, adam