Re: TheMotorcycleBoy's portfolio trilemma
Posted: May 6th, 2022, 9:16 am
And don't forget (also that) big oak trees grow from small acorns.
Shares, Investment and Personal Finance Discussion Forums
https://www.lemonfool.co.uk/
tjh290633 wrote:TheMotorcycleBoy wrote:It's because the smaller ones were added more recently, and therefore they have been in my portfolio less time than others and have hence been topped up less.
I have a policy of making sure that any new share, such as those arising from demergers or a deliberate swap, are bought at median holding value, or else brought up to that level as soon as practicable.
I also have a policy and a system of topping up holdings, which focusses on those standing below median weight and with above median yields. You will find that system embodied in the HYPTUSS to be found in the Financial Software section of this site.
It might be worth your while looking at it.
TJH
APPLE INC (COM) | AAPL | 47.60%
BANK AMER CORP (COM) | BAC | 13.58%
AMERICAN EXPRESS CO (COM) | AXP | 7.49%
COCA COLA CO (COM) | KO | 7.16%
KRAFT HEINZ CO (COM) | KHC | 3.53%
MOODYS CORP (COM) | MCO | 2.91%
VERIZON COMMUNICATIONS (COM) | VZ | 2.49%
US BANCORP DEL (COM NEW) | USB | 2.15%
CHEVRON CORP | CVX | 1.36%
BANK OF NEW YORK MELLON CORP (COM) | BK | 1.27%
DAVITA HEALTHCARE PARTNERS I (COM) | DVA | 1.24%
GENERAL MTRS CO (COM) | GM | 1.06%
VERISIGN INC (COM) | VRSN | 0.98%
KROGER CO. (COM) | KR | 0.84%
CHARTER COMMUNICATIONS INC N (CL A) | CHTR | 0.75%
LIBERTY MEDIA CORP DELAWARE (COM C SIRIUSXM) | LSXMK | 0.66%
SNOWFLAKE INC (COM) | SNOW | 0.63%
AMAZON COM INC (COM) | AMZN | 0.54%
VISA INC (COM CL A) | V | 0.54%
MASTERCARD INC (CL A) | MA | 0.43%
AON PLC (COM) | AON | 0.4%
LIBERTY SIRIUS XM SERIES A | LSXMA | 0.31%
NU HOLDINGS LTD | NU | 0.3%
ACTIVISION BLIZZARD INC (COM) | ATVI | 0.29%
RESTORATION HARDWARE HOLDINGS INC (COM) | RH | 0.29%
STORE CAP CORP (COM) | STOR | 0.25%
GLOBE LIFE INC (COM) | GL | 0.18%
T-MOBILE US INC (COM) | TMUS | 0.18%
AbbVie Inc. (COM) | ABBV | 0.12%
BRISTOL-MYERS SQUIBB (COM) | BMY | 0.1%
ROYALTY PHARMA PLC (COM) | RPRX | 0.1%
STONECO LTD (COM CL A) | STNE | 0.05%
LIBERTY MEDIA CORP FORMULA ONE (COM SER C) | FWONK | 0.04%
FLOOR & DECOR HOLDINGS (COM) | FND | 0.03%
JOHNSON & JOHNSON (COM) | JNJ | 0.02%
MARSH & MCLENNAN | MMC | 0.02%
PROCTER & GAMBLE CO (COM) | PG | 0.02%
LIBERTY LATIN AMERICA LTD (COM CL A) | LILA | 0.01%
MONDELEZ INTL INC (CL A) | MDLZ | 0.01%
SPDR S&P 500 ETF TRUST | SPY | 0.01%
VANGUARD S&P 500 ETF | VOO | 0.01%
WELLS FARGO & CO NEW (COM) | WFC | 0.01%
LIBERTY LATIN AMERICA LTD (COM CL C) | LILAK | 0.00%
UNITED PARCEL SERVICE INC (CL B) | UPS | 0.00%
tjh290633 wrote:Yes, Matt, but it is not practicable for Buffett to follow an equal weighting policy. Neither is it possible for you to follow a cap weighted policy.
To my mind, if you want to put your trust in a share, you need to have a decent weighting. It doesn't have to be median value, but I would suggest that perhaps 25% of median is probably a minimum.
TJH
ADIDAS AG NPV REGD | 5885.95 | 1.90% | Median
NVIDIA CORP COM USD0.001 | 3662.16 | 1.80% |
PEPSICO INC CAP USD0.016666 | 3670.69 | 1.80% |
POLAR CAP TECH TST GBP0.25 | 3683.95 | 1.80% |
GREENCOAT UK WIND ORD GBP0.01 | 3492.51 | 1.70% |
VICTREX ORD GBP0.01 | 4787.8 | 1.70% |
VISA INC COM STK USD0.0001 | 3446.94 | 1.60% |
HALMA ORD GBP0.10 | 3804.39 | 1.50% |
MARSHALLS ORD GBP0.25 | 2832.1 | 1.50% |
LEGAL GENERAL UC ROBO GLOBAL ROBAUTO GO UCI | 3571.72 | 1.40% |
BIOVENTIX PLC ORD GBP0.05 | 3267.89 | 1.40% |
CASH | 3132.92 | 1.30% |
WALT DISNEY CO. COM DISNEY USD0.01 | 3902.79 | 1.30% |
JOHNSON JOHNSON COM USD1.00 | 2538.14 | 1.30% |
MCDONALDS CORP COM USD0.01 | 2342.86 | 1.20% |
UBS LUX FUND MSCI SWITZRLND 20/35 UCITS | 2393.92 | 1.20% |
STRIX GROUP PLC ORD GBP0.01 | 2535.56 | 1.20% |
WPP PLC ORD GBP0.10 | 2316.71 | 1.20% |
MODERNA INC COM USD0.0001 | 2398.08 | 1.20% |
BLOOMSBURY PUBLISH ORD GBP0.0125 | 2497.51 | 1.10% |
GENUIT GROUP PLC ORD GBP0.001 | 2593.68 | 1.00% |
NATIONAL GRID ORD GBP0.12431289 | 1188.86 | 0.70% |
PAYPAL HOLDINGS IN COM USD0.0001 | 2612.38 | 0.70% |
DARKTRACE PLC ORD GBP0.01 | 1556.55 | 0.60% |
STARBUCKS CORP COM USD0.001 | 1216.01 | 0.50% |
BODYCOTE PLC ORD GBP0.1727272 | 1143.4 | 0.50% |
ITM POWER ORD GBP0.05 | 799.24 | 0.20% |
richfool wrote:And don't forget (also that) big oak trees grow from small acorns.