Adamski Portfolio - 2022
Posted: January 8th, 2023, 4:13 pm
Portfolio as of 31/12/22 (not too exciting)
Vanguard World VWRL – 40.7%
Capital Gearing Trust – 24.1%
Vanguard LifeStrategy 60% - 23.7%
Ruffer RICA – 5.2%
Personal Assets Trust – 5.1%
Aegon Diversified Monthly – 0.6%
Cash – 0.6%
Year to date Return - loss 6.8%
Performance last 12 months
https://imgur.com/omEmHTX
2022 has been a pretty dire year, as we all know! On the back of the pandemic.
I'm big fan of diversifying in bonds, gold or defensive funds, to smooth out the bad times.
RICA v Gold V VWRL
https://imgur.com/ozB8T9t
Latest thinking is I'm expecting interest rates to continue to rise until mid-2023, which will inevitably lead people to spend less and hence lead to a recession, which in turn will depress company profits. Therefore like;y some more pain in the markets to come.
My plan is to invest further in RICA and perhaps Gold SGLN for next few months at least. Not sure long term, whether to stick with 60:40 or get more adventurous. Think the good times will be back in 2024, but suspect 2023 will be another difficult one.
Vanguard World VWRL – 40.7%
Capital Gearing Trust – 24.1%
Vanguard LifeStrategy 60% - 23.7%
Ruffer RICA – 5.2%
Personal Assets Trust – 5.1%
Aegon Diversified Monthly – 0.6%
Cash – 0.6%
Year to date Return - loss 6.8%
Performance last 12 months
https://imgur.com/omEmHTX
2022 has been a pretty dire year, as we all know! On the back of the pandemic.
I'm big fan of diversifying in bonds, gold or defensive funds, to smooth out the bad times.
RICA v Gold V VWRL
https://imgur.com/ozB8T9t
Latest thinking is I'm expecting interest rates to continue to rise until mid-2023, which will inevitably lead people to spend less and hence lead to a recession, which in turn will depress company profits. Therefore like;y some more pain in the markets to come.
My plan is to invest further in RICA and perhaps Gold SGLN for next few months at least. Not sure long term, whether to stick with 60:40 or get more adventurous. Think the good times will be back in 2024, but suspect 2023 will be another difficult one.