Share Investment, Discussion & Tips

[SimonMac]

If you want an simpler way to get dividends you could take a look at :

iShares UK Dividend UCITS ETF ( IUKD )

It's currently yielding 4.51% and a quick scan at the holdings ( it comprises of 55 physically held UK stocks ) matches most of what you currently have.



* * * Note: This is not a recommendation. Do your own research

Where is the fun in letting someone else do it for me!

[tomtomagain]

Just wondering when to jump into Russia stocks as oil prices are killing them. Also other energy companies.

My personal view is that I avoid BRIC stocks ( Ok, I've got a small %age think its < 3% )

I hear the media commentary noise that says these are the "growth areas of the future" but I cannot get over the endemic corruption in China,Russia and India.

Nor can I shake of the feeling that I believe there is no way that the Reds are running their companies to enrich Western shareholders.

And a quick look at my portfolio tracker reinforces that view again. I hold the BRIC ETF and it's still down 25% from the point I bought back in 2010.

[SimonMac]

My personal view is that I avoid BRIC stocks ( Ok, I've got a small %age think its < 3% )

I hear the media commentary noise that says these are the "growth areas of the future" but I cannot get over the endemic corruption in China,Russia and India.

Nor can I shake of the feeling that I believe there is no way that the Reds are running their companies to enrich Western shareholders.

And a quick look at my portfolio tracker reinforces that view again. I hold the BRIC ETF and it's still down 25% from the point I bought back in 2010.

BRIC is old hat, MINT is where its at now (Mexico, Indonesia, Nigeria, and Turkey)

[tomtomagain]

Where is the fun in letting someone else do it for me!

Very true.

But you would only have one set of dealing fees. When you exit your positions you've obviously gonna take a hit with multiple shares to sell.

Of course you could buy the European or North American equivalent and get a bit of diversification going.

[tomtomagain]

BRIC is old hat, MINT is where its at now (Mexico, Indonesia, Nigeria, and Turkey)

I'd rather p*ss it up a wall.

[SimonMac]

Very true.

But you would only have one set of dealing fees. When you exit your positions you've obviously gonna take a hit with multiple shares to sell.

Of course you could buy the European or North American equivalent and get a bit of diversification going.

Dealing Fee's v Management Fee's, someone else is always making money on your money!

[EternalOptimist]

BRIC is old hat, MINT is where its at now (Mexico, Indonesia, Nigeria, and Turkey)

MINT is so yesterday

go large on

Turkey , Uruguay, Russia and Denmark

[SimonMac]

MINT is so yesterday

go large on

Turkey , Uruguay, Russia and Denmark

China, UAE, Nigeria and Turkey

[tomtomagain]

Dealing Fee's v Management Fee's, someone else is always making money on your money!

Of course! How else would they afford their yachts, hookers and large houses?

[lukemg]

Allan Roth: I can define investing in eight words. Minimize expenses and emotions. Maximize diversification and discipline. Eight words. Simple, but not easy.

Check this -
https://personal.vanguard.com/us/ins...-wisdom-122014

Consider Vanguard lifestrategy fund or VWRL all-world ETF (I use due to HL charges on funds)

My target allocations are as follows:
US+Canada 15%
Eur 12%
AsiaPac 10%
Japan 3%
UK 49%
REIT 3%
Emerging 8%

Mostly via very diversified low-cost index etf's in SIPP and ISA's. I don't think you should ignore the ROW but by all means bias towards UK due to currency of your expenses.
I do have a lot of UK shares but mostly cos I enjoy it, when I do a close comparison I am slightly behind the uk all-share overall, so not worth it from a return POV !

Good luck all...