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  3. PHE and PHT

PHE and PHT

Scheduled Pinned Locked Moved Investments and Portfolios
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  • R Offline
    R Offline
    Ronski
    wrote on last edited by
    #27

    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

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    • A Offline
      A Offline
      Adam Kay
      Global Moderator
      wrote on last edited by
      #28

      Yep-medp too. Ron’s list is correct

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      • D Offline
        D Offline
        dingg
        wrote last edited by
        #29

        What is pht performance ytd chaps?

        Tia

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        • A Offline
          A Offline
          Adam Kay
          Global Moderator
          wrote last edited by
          #30

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

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          • 2 Offline
            2 Offline
            2BToo
            wrote last edited by 2BToo
            #31

            And phe?

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            • A Offline
              A Offline
              Adam Kay
              Global Moderator
              wrote last edited by
              #32

              Equity is -12.5%

              We have 19 Portfolios. 18 are positive YTD.

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              • A Adam Kay

                Equity is -12.5%

                We have 19 Portfolios. 18 are positive YTD.

                2 Offline
                2 Offline
                2BToo
                wrote last edited by
                #33

                @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!

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                • D Offline
                  D Offline
                  dingg
                  wrote last edited by
                  #34

                  You're not alone 😩

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                  0
                  • D dingg

                    You're not alone 😩

                    2 Offline
                    2 Offline
                    2BToo
                    wrote last edited by
                    #35

                    @dingg said in PHE and PHT:

                    You're not alone 😩

                    😒

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                    • J Offline
                      J Offline
                      Jason Knowles
                      wrote last edited by
                      #36

                      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.

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                      • A Offline
                        A Offline
                        Adam Kay
                        Global Moderator
                        wrote last edited by Adam Kay
                        #37

                        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

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                        The value of your investments can go down as well as up, and you may get back less than you invested.

                        Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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