PHE and PHT

[LastPoster]

@Adam-Kay said in Oracle (ORCL):

Medpace

I did mention it here and an email will go out, probably next week

According to the above (which is from the Oracle thread) I thought Medpace was to be sold

[Adam Kay]

Yep-medp too. Ron’s list is correct

[dingg]

What is pht performance ytd chaps?

Tia

[Adam Kay]

19.18% YTD net of all fees as at 24/7

[2BToo]

And phe?

[Adam Kay]

Equity is -12.5%

We have 19 Portfolios. 18 are positive YTD.

[2BToo]

@Adam-Kay said in PHE and PHT:

Equity is -12.5%

We have 19 Portfolios. 18 are positive YTD.

Bother. I have a good chunk of money in the non-positive one!

[dingg]

You're not alone

[2BToo]

@dingg said in PHE and PHT:

You're not alone

[Jason Knowles]

Out of interest, what portfolios have people spread there money across.
I'm in3x portfolios
Global growth
Defensive
Ph technology,
Slightly biased to tech and I'm happy with this spread would be interesting to know what others are doing.

[Adam Kay]

I don't mind disclosing the following with the caveat, everyone's situation is different by virtue of their:

age
appetite for volatility
time to retirement
total liquid assets
lifestyle and cash requirements

For example, we do have clients of advanced years(80+) with 100% of their assets with us in Tech. I happen to know that number represents less than 10% of their liquid funds.

Conversely we have JISA accounts where their trustee has chosen MM or bonds.

The point being, investment selection is based on many factors which you must weigh. Investment decisions should not be made based on a poll. If anyone wants to discuss their investment choices myself or Nik are happy to discuss. Our guidance service is FOC.

Total assets under management % split and 3 year rank(1-5) performance:

Lifestyle 40% (2)
Tech 18%(1)
IMOP 12%(4)
PHE 8.5%(5)
Index 8%(3)
Other

[Slow Horses]

@Adam-Kay what was the final performance for PHT for 2025?

[Adam Kay]

I believe it was +40.88%

[Slow Horses]

@Adam-Kay what an absolutely stellar result!

Well done Adam (and all those involved)!

Are you aiming for circa 50% this year lol

[mikeiow]

Amazing!
Can it continue....who knows!

Out of interest, when do the formal summary sheets get updated?
(The ones at https://www.intelligentmoney.com/portfolios#comp-livoaycf2)

[Slow Horses]

Whats the YTD on PHT at present?

[Adam Kay]

Hi SH,

Tech is +5.82%

[2BToo]

Any news on what's happening with PHE? I believe there was a re-jig proposed for some time but can't remember when it's due (or even if it has already happened.)

Thanks.

[Adam Kay]

Tech +10.8% YTD, an ATH
Whilst past performance is no indication of future returns. It has been a stellar performer. I'm not aware of any technology portfolio even close. the bench mark is flat, Fundsmith is -9%, ARK innovation is -6.2%. Biff Tanner is circa -15% YTD and has a 1 year of +17%

PHE is -0.45% YTD
Cobens Tech is +75.64%-1 year!
Lifestyle is +3.55% YTD and the 1 year is circa +29.6%

[Gallons Per Mile]

Good work Adam and the rest of the team! Long may it continue.