PHE and PHT

[2BToo]

Thanks. Looks like both Dingg and Adam were both right; my portfolio was down, but that was because the PHT gain was more than cancelled out by a drop in PHE.

A post-election rally into Christmas would be lovely!

[2BToo]

@Adam-Kay

@Adam-Kay said in PHE and PHT:

Hi LP,

Guys,

Presuming this is OK with Adam/Nik/Cobens, would it be OK to have a thread where the up-to-date holdings of PHE and PHT are listed?

I've found this list from Adam but it's nigh on a year old and I know that things have changed since then.

A nice chap called Peter (peter.*******@gmail.com) did a clever Google Doc showing the listings in each portfolio with a simple performance tracker, but that is now out-of-date (it doesn't show Oracle, which I understand is a new part of PHT).

Thanks.

[Adam Kay]

Hi O,

Out:
PYPL/PANW/TWLO

IN:
MU/ORCL/AVGO

[2BToo]

Thanks. So the list now is as follows:

GOOG
META
MSFT
VRTX
AAPL
ORCL
KLAC
ADBE
MEDP
NVDA
AVGO
MU
SMCI

Does PHE remain unchanged?

[Adam Kay]

The Equity portfolio, save for weight changes, remains unchanged, for now

[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

[Ronski]

I have the following for PHT

NASDAQ:AAPL Apple Inc
NASDAQ:SMCI Super Micro Computer Inc
NASDAQ:MSFT Microsoft Corp
NASDAQ:NVDA NVIDIA Corp
NASDAQ:GOOG Alphabet Inc Class C
NASDAQ:META Meta Platforms Inc
NASDAQ:VRTX Vertex Pharmaceuticals Inc
NASDAQ:AVGO Broadcom Inc
NASDAQ:KLAC KLA Corp
NYSE:ORCL Oracle Corp
NASDAQ:MU Micron Technology Inc
NASDAQ:ADBE Adobe Inc

[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