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RVF Portfolio - Damaged goods.

A helpful place to also put any annual reports etc, of your own portfolios
PinkDalek
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Re: RVF Portfolio - Damaged goods.

#355873

Postby PinkDalek » November 12th, 2020, 2:37 pm

O/T May I mention that I don't really think it necessary to use a font size of 150 when colouring in?

jackdaww
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Re: RVF Portfolio - Damaged goods.

#355958

Postby jackdaww » November 12th, 2020, 6:12 pm

PinkDalek wrote:O/T May I mention that I don't really think it necessary to use a font size of 150 when colouring in?


===================================

this is my usual modus operandi , for clarity purposes .

this particular post raises some significant issues , which i think deserve even greater clarity.

:!:

dealtn
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Re: RVF Portfolio - Damaged goods.

#356070

Postby dealtn » November 13th, 2020, 8:41 am

jackdaww wrote:
this particular post raises some significant issues , which i think deserve even greater clarity.

:!:


Maybe start a post about them on the Investment Strategies Board in that case?

Newroad
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Re: RVF Portfolio - Damaged goods.

#356078

Postby Newroad » November 13th, 2020, 8:59 am

Hi Bouleversee.

You asked "Global what?". For me and the family ...

    60/40 global equities/global bonds for the adults (SIPP's/ISA's)
    70/30 global equities/bonds for the kids (JISA's)

With those splits, 50/50 passive/active

    Equities: VWRL and a global investment trust (one of ATST, WTAN, FCIT)
    Bonds: VAGP and a global high yield bond investment trust (one of IPE, HDIV, CMHY)

So a fairly middle of the road but globally diversified approach. We'll see how it goes in the long run.

Regards, Newroad

Dod101
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Re: RVF Portfolio - Damaged goods.

#366095

Postby Dod101 » December 14th, 2020, 2:34 pm

Well done RVF and it has been interesting to follow your fortunes. This year will be one all of us will remember for various reasons but I suspect that apart from as you say making a decent plan in the first place, the other thing is that on the whole share price problems are quite often relatively short lived and one lesson is not to panic. My own portfolio is down only about 6% from its all time high in February which pleasantly surprises me. I have not analysed it via individual shares but no doubt that Scottish Mortgage has helped tremendously.

I hope you enjoy a long and prosperous retirement.

Dod


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