Tactical Asset Allocation Portfolios

General Tactical Asset Allocation Portfolio

 

ETFXmas allocation (%)TR to 06.04.2017New allocation
iShares FTSE 100 (ISF)7.55.357.5
Vanguard FTSE 250 (VMID)7.58.357.5
db x-trackers Eurostoxx (XESC)7.59.9410
Vanguard S&P 500 (VUSA)7.54.967.5
Vanguard FTSE Japan (VJPN)7.52.937.5
iShares Emerging Markets (EMIM)7.513.567.5
SPDR Barclays 1-5 yr Gilt (GLTS)7.50.517.5
iShares £ Index-linked Gilts (INXG)109.77SOLD
iShares Global Govt Bonds (IGLO) NEW HOLDING5
iShares £ Corp Bond 0-5 year (IS15) NEW HOLDING7.5
iShares Global High Yield Corp Bond (GHYS)7.52.697.5
HSBC FTSE EPRA NAREIT Developed (HPRO)104.8210
Source Physical Gold (SGLD)59.895
Cash15 10
    
 Portfolio TR growth since 16.12.20165.58 

 

Source: Investors Chronicle and Bloomberg

 

Tactically Tilted Populism Portfolio

 

ETFXmas allocation (%)TR to 06.04.2017New allocation
iShares World Quality (IWQU)12.56.5010
iShares World Min Vol (MVOL)12.56.5410
SPDR UK Dividend Aristocrats (UKDV)106.377.5
iShares World Value (IWVL)103.4212.5
db x-trackers Eurostoxx (XESC) NEW HOLDING7.5
Vanguard FTSE Japan (VJPN) NEW HOLDING5
iShares Emerging Markets Min Vol. (EMV)109.667.5
iShares £ Index-linked Gilts (INXG)159.775
iShares £ Corporate Bond (SLXX)153.61SOLD
iShares Global Govt Bonds (IGLO) NEW HOLDING10
iShares £ Corp Bond 0-5 year (IS15) NEW HOLDING7.5
HSBC FTSE EPRA NAREIT Developed (HPRO) NEW HOLDING5
Source Physical Gold (SGLD)109.897.5
Cash5 5
    
 Portfolio TR growth since 16.12.20166.57 

 

Source: Investors Chronicle and Bloomberg

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