Originally Posted by
BeeBop
What a week but what a surprise for me as the folios barely noticed the swings, although as of last night, at a new all time high (just). Fortunately, the missing funds have shown themselves AND another tranche of funds will come available. Needless to say that my reading over the past few weeks has me lined up for some new purchases.
The funds will be unfairly split over my two folios: 2/3 into education and 1/3 into growth. The education folio gets most as most of the money is a company refund for insanely expensive UK fees. I was intending to put 1/3 into the property IT, REIT.L, but I may put it into SLI.L as a slightly more liquid alternative both are good and have good yield. Another 1/3 will be into EAT.L a European small/mid assets trust, again paying a high yield. This will give me good weight in Europe (as the growth folio) has a European Growth IT in it (JEO.L). The final 1/3 is into the growth folio and should be BBT.L, which is a world-wide healthcare trust running at a small discount to NAV. We shall see (1) how well the funds initially arrive (2) if I can transfer them out to the target account without them hitting the ether again (3) if I get the buys placed well and (4) if the folios remain steady.
VOD has started to go up! Albeit fractionally.