Hello everybody!
I thought it would be fitting to begin my blog with a list of my current holdings. While I anticipate I will be adjusting my portfolio in the near future, I think the simple act of documenting my investment decisions will be an opportunity for me to track how far I’ve come and identify any trends in my investment behaviour.
I hold my managed and index funds within the North platform. The reasoning behind using North is that it has an excellent range of investments (over 400 if I remember correctly!) and is relatively low cost compared to other similar environments. I also have a CommSec account but I am not actively trading at the moment.
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Aberdeen Australian Fixed Income Fund
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Antipodes Global Fund
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Ausbil 130/30 Focus Fund
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BT Wholesale Enhanced Cash Fund
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Invesco Wholesale Targeted Returns - Class A
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iShares Australian Listed Property Index Fund
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iShares International Equity Index Fund
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Janus Henderson Tactical Income Fund
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Kapstream WS Absolute Return Income Fund
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Macquarie Income Opportunities Fund
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Magellan Global Fund
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PIMCO Wholesale Global Bond Fund
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RARE Infrastructure Value Fund (Hedged)
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Robeco Emerging Conservative Equity Fund
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SG Hiscock ICE Fund
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Solaris Core Australian Equity Fund (Performance Alignment)
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UBS Australian Small Companies
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Vanguard International Property Securities Index Fund (Hedged)
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Vanguard International Shares Index Fund (Hedged)
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Winton Global Alpha Fund
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Cash (AUD)