Portfolio Review – Year End 2015 – Slow Ahead

Portfolio Review

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2 Responses

  1. Martin says:

    Hi Mike, your article inspired me to review my portfolio and I have been using your excellent Asset Allocation article back from November as a guide. I am overweight in UK and Japan and yet have no exposure to Emerging Markets which would seems like a good time to put right given recent drops. I have read both series of articles on ETFs and Invest Trusts but can’t decide which is the best route to take and how many funds I should split the 6% on Emerging Markets by. Any suggestions on how to solve this?

  2. Mike Rawson Mike Rawson says:

    Hi Martin,

    I agree that it could be a good time to top up in emerging markets.

    I always think that less developed markets can benefit from the active management of ITs, but it really depends on how much faith you have in the index that the comparative ETF will be tracking.

    On the other hand ETFs are generally much cheaper, so you might want to mix the two approaches.

    The number of funds depends on the size of your portfolio and your trading costs, but also whether you plan to watch your investment closely or not.

    You could get away with one fund if you watch it like a hawk, but with 6% of your portfolio in emerging markets, a more conventional answer would be to aim for three funds, each at 2% of your net worth.

    As always, DYOR.

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Portfolio Review – Year End 2015 – Slow Ahead

by Mike Rawson time to read: 4 min
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