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Harry Trout's Portfolio
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Thrugelmir
Posted: 22 October 2024 09:42:33(UTC)
#219

Joined: 01/06/2012(UTC)
Posts: 5,317

Thanks: 3253 times
Was thanked: 7876 time(s) in 3263 post(s)
Harry Trout;323057 wrote:

And I have “promoted” Buffett’s widow strategy. Whilst I’m not 90:10 today, health permitting we may get there one day.

Rob Berger says it far better than I ever could. For anyone with 20 minutes to spare, this is my all-time favourite investing video:



How many thousands of Americans now hold his portfolio as a result though ? Retail US investors aren't particularly well diversified. Holdings of international equities within portfolio's is around the 8% level. The concentration risk within the S&P 500 is highly elevated. If A1 fails to deliver then some major companies are going to fall rapdly in tandem.

Edit. The inherent danger in taking something written in 2013 as Gospel.
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2 users thanked Thrugelmir for this post.
Harry Trout on 22/10/2024(UTC), Big boy on 23/10/2024(UTC)
Harry Trout
Posted: 22 October 2024 13:05:59(UTC)
#222

Joined: 08/06/2014(UTC)
Posts: 1,012
Thanks Thrugelmir

I'm glad to expand on my earlier post especially as I am wrapping up the thread

What I'm buying into with the Buffett widow idea are some concepts as follows:

- Passive
- Low cost
- Rebalance
- Simple to understand
- Less likely to be shaken out
- Free up time for hobbies
- Easier to pass on to Mrs Trout (10 years younger than me)

I'm pretty sure I wouldn't go all in on two funds but from where I am (far too many holdings as you can see from my portfolio) it's good to have something aspirational to aim for

I've sold 12 investments in 2024 in their entirety so the clean up is underway

But I'm a long way from 90% equities (currently 46%) - it's a stretch target if you like

For anyone interested, here's my equities split by region at 09/24 compared with 12/23

Regions

I can't ever see me being 90% S&P 500, far from it. It's the broad concept I like for the reasons above.

Glad to clarify

Cheers

Harry
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Harry Trout
Posted: 23 October 2024 07:58:37(UTC)
#223

Joined: 08/06/2014(UTC)
Posts: 1,012
1,000 posts, time to call it a day

Thanks to all for the helpful advice, the laughs and the company over the years

Farewell

Harry
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7 users thanked Harry Trout for this post.
Big boy on 23/10/2024(UTC), Tim D on 23/10/2024(UTC), EDVESTOR on 23/10/2024(UTC), markydeedrop on 23/10/2024(UTC), SJ Ford on 28/10/2024(UTC), Vince. on 17/02/2025(UTC), SteveCM on 17/02/2025(UTC)
Harry Trout
Posted: 17 February 2025 18:28:02(UTC)
#224

Joined: 08/06/2014(UTC)
Posts: 1,012
To avoid any confusion ....

I have opened a new account as Fin Man V and am now able to post under this new username going forward

So this is my last post as Harry !!
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5 users thanked Harry Trout for this post.
Sara G on 17/02/2025(UTC), Jon.Snow on 17/02/2025(UTC), Jed Mires on 17/02/2025(UTC), Martina on 17/02/2025(UTC), Jay P on 17/02/2025(UTC)
Jed Mires
Posted: 17 February 2025 19:24:02(UTC)
#225

Joined: 04/04/2023(UTC)
Posts: 338
Harry Trout;334824 wrote:
To avoid any confusion ....

I have opened a new account as Fin Man V and am now able to post under this new username going forward

So this is my last post as Harry !!



Why the new username,
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