Hi Ian An excellent video. I enjoy the "certain journalist's" writings but have often wondered why he has such a sprawling portfolio! Regarding the spreadsheet showing the 7 year CAGR (visible on screen at the 12:49 point in the video) - is this a function of one of your free spreadsheets? I've signed up to your newsletter and started to use the spreadsheets, but don't think I saw the CAGR
Great video Ian - I hold a lot of them and have built up the stakes over the last 18mths - much of it bought to my attention by your great videos, so thank you. Others I hold and not mentioned include; UGRW, Blue Whale Growth, TDGB, Red Wheel Next Generation Emerging Markets & XDWE. Some UT's I feel are worth the fee (but not many). Will sign-up to access the ETF tracker, but might already be registered. Keep up the great work. Who's PF was it?
Blue Whale on a bit of a roll following a tough period of volatility, Red Wheel NGEM is high risk but currently high reward. Ideally the few UT's worth the fee stand out like a sore thumb.
I would never own a fund that loans stock to short sellers. A despicable practice that distorts the market and is certainly not investing. Should be banned.
Great video, Ian. Really enjoyed it 👍
The day that an MSCI World Quality ETF (without sector neutrality) launches will be a beautiful day.
XWQS :)
@domb5513 oh interesting, thank you! I'll have to look into that 😊
14:36 yip, this is crazy. My understanding is you lose diversity after 20 stocks, whatever the number is, it’s small and spread out.
Interesting keep up the good work Ian
Thanks very informative.
IC’s portfolio is a bit crazy but at least it gives him something to write about each Sunday !
Hi Ian
An excellent video. I enjoy the "certain journalist's" writings but have often wondered why he has such a sprawling portfolio!
Regarding the spreadsheet showing the 7 year CAGR (visible on screen at the 12:49 point in the video) - is this a function of one of your free spreadsheets? I've signed up to your newsletter and started to use the spreadsheets, but don't think I saw the CAGR
That is available to coaching clients ianshadrack.com/portfolio-coaching
Great video Ian. Would you class RL global equity select as a core? It's currently 20% of my portfolio.
Yes because it has a wide remit but keep an eye on it to make sure it is still performing well
What is the reason to pick SWDA over SWLD?
Swda has a more favourable bid offer spread and tracking error which more than offsets the higher fees
Great video Ian - I hold a lot of them and have built up the stakes over the last 18mths - much of it bought to my attention by your great videos, so thank you. Others I hold and not mentioned include; UGRW, Blue Whale Growth, TDGB, Red Wheel Next Generation Emerging Markets & XDWE. Some UT's I feel are worth the fee (but not many).
Will sign-up to access the ETF tracker, but might already be registered.
Keep up the great work.
Who's PF was it?
Blue Whale on a bit of a roll following a tough period of volatility, Red Wheel NGEM is high risk but currently high reward. Ideally the few UT's worth the fee stand out like a sore thumb.
Build a successful portfolio ianshadrack.com/portfolio-coaching
I would never own a fund that loans stock to short sellers. A despicable practice that distorts the market and is certainly not investing. Should be banned.
Not really. Short contracts are a great hedge for producers and investors.