Current Portfolios

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planteria
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Current Portfolios

Postby planteria » Sun Apr 19, 2020 11:31 am

how are people here positioned portfolio-wise currently?
we've had the effects of the virus already, with dips and bounces back, but i think there could be a more sustained fall, and i'm interested how others are positioned.

planteria
Posts: 529
Joined: Fri Jan 08, 2016 9:11 am
Has thanked: 27 times
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Re: Current Portfolios

Postby planteria » Sun May 10, 2020 2:27 am

i am currently set as follows:
Amazon
Alphabet
Ruffer Total Return Fund
XBT
Marlborough Special Situations Fund
Wesleyan Managed Fund
Royal London Pension Fund
LV Teachers Managed Fund
NFU Mutual Stakeholder Fund

planteria
Posts: 529
Joined: Fri Jan 08, 2016 9:11 am
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Re: Current Portfolios

Postby planteria » Sun Aug 30, 2020 7:59 am

interesting that John Street Capital refers to the big tech companies continuing to grow, and there is talk of changing the indices in the states, with the big Nasdaq companies forming the basis for a new large cap index. JST refers to the beneficiaries of current trends to be 'big tech, bitcoin and gold'. as it happens that's pretty much a description of my portfolio.

https://www.youtube.com/watch?v=LndeW4UWtcs

Amazon
Alphabet
RSP: Investment/LifeAssurance
Bitcoin
Pensions: Marlborough/Wesleyan/Royal London/LV/NFU Mutual
Newmont

i'd be interesting to learn how other stoozers are investing nowadays.

planteria
Posts: 529
Joined: Fri Jan 08, 2016 9:11 am
Has thanked: 27 times
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Re: Current Portfolios

Postby planteria » Sun Oct 11, 2020 4:04 pm

taking out pooled investments, i'm currently positioned:

51% Amazon
23% Alphabet
20% Bitcoin
6% Newmont

i'm kind of planning that next tax year i'll add to my Newmont holding.. and potentially add to Bitcoin too. other than potentially alternative gold miners i'm not seeing better direct investments at the moment. physical gold in a secure vault? direct property investment?

i'd be interested in others' portfolios.


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