PHE and PHT
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The Equity portfolio, save for weight changes, remains unchanged, for now
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@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
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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 -
Yep-medp too. Ron’s list is correct
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19.18% YTD net of all fees as at 24/7
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Equity is -12.5%
We have 19 Portfolios. 18 are positive YTD.
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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. -
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 requirementsFor 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
