Investment Portfolio Update #13 – Winter 2019

Fund as at 31 January 2019 = 80,656
Total Cash In = 71,197
Total Profit/(Loss) = 9,459

Summary
Another loss performing 3 month period, not good but that’s how it goes when you invest for the long term, you have to accept there will be periods of loss, and hope that gains are just around the corner.

I continue to check my portfolio far too often, almost daily, which does not help anything and puts me at greater risk of making a rash decision. Continued to add to my investments, hoping that dollar cost averaging will work for me long term.

Anyhow, I am now past 80k, an amount that could buy you a new sports car such as a Lotus Evora, but I would probably never be able to save another penny with fuel, maintenance, insurance costs, etc

Again I looked to reduce the number of holdings I have. I sold my stake in First State Greater China Growth for a profit of 6 over 12 months, hardly worth it. No great reason but felt I have enough exposure to region through other funds and trackers.

Here’s what I could of bought instead

October 2018 = 78,412
Cash In = 4,000
Investment Changes = (1,766)
January 2019 = 80,656

Analysis
Funds = 43%
Trackers = 42%
Equities = 7%
Cash = 8%

Investments Sold
First State China = profit of 6

New Investments
None

*Star Performer*
Lindsell Train Global Equity – gain 45.8% since 1st purchase

Worst Performer
TR European Growth Trust – loss 19.8% since 1st purchase

Holdings
Cash = 6,573
Fidelity Special Situations = 1,338
Foreign & Colonial = 1,125
Fundsmith Equity = 4,296
Henderson Smaller Trust = 1,049
Jupiter European = 3,505
Lindsell Train UK = 3,136
Legal & General Euro Index = 6,355
Legal & General Intl Index = 6,940
Legal & General UK Index = 6,277
Legal & General US Index = 7,263
Lindsell Train Global = 3,937
Marlborough UK Micro = 3,398
Merlin Entertainment = 1,697
Rathbone Global = 3,556
Slater Growth = 2,763
Smithson Investment Trust = 1,136
Std Life Global Small = 1,737
Stewart Asia Pacific = 2,973
TR European Growth Trust = 926
Threadneedle European = 2,996
Vanguard LifeStrategy 80% = 713
iShares Emerging Markets = 1,995
iShares Japan = 3,464
iShares Pacific Markets = 1,497

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