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ravedeath
Posted: 08 March 2025 16:08:48(UTC)
#62

Joined: 10/01/2024(UTC)
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I do think that LWDB has a lot of offer a balanced portfolio. It has beaten a global tracker over four of the last five calendar years to date and remains a pretty unique offer.
4 users thanked ravedeath for this post.
Rory Barr on 08/03/2025(UTC), JohnW on 08/03/2025(UTC), Jay P on 08/03/2025(UTC), Newbie on 08/03/2025(UTC)
Big boy
Posted: 08 March 2025 19:41:41(UTC)
#63

Joined: 20/01/2015(UTC)
Posts: 6,673

ravedeath;336945 wrote:
I do think that LWDB has a lot of offer a balanced portfolio. It has beaten a global tracker over four of the last five calendar years to date and remains a pretty unique offer.


Does that mean they are overvalued re performance plus buying at a premium could be dear compared with other IT/ICs
Busy doing nothing
Posted: 08 March 2025 19:44:58(UTC)
#61

Joined: 01/03/2021(UTC)
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JohnW;336928 wrote:
I hold JGGI and ALW with each standing at over 20% of my portfolio. But was a little worried at how the Magnificent 7 were quite large in both, so looked for an alternative. I usually aim to hold a mixed bag of 12 IT's but as I had recently dropped to 11 I did not particularly want to sell an entire IT, so I sold a little of both JGGI and ALW to drop them both to below 20% of my portfolio, and with the money brought IGET, which holds a far lower percentage of Mag 7 stocks. So thats sorted my self imposed maximum percentage per IT of 20% and lowered my Mag 7 risk. IGET now forms 5.3% of my portfolio with JGGI and ALW both standing at 18.3%.

I also hold JGGI and ALW at about 15% each, but have added VHYL as a Mag 7 diversifier.
2 users thanked Busy doing nothing for this post.
JohnW on 08/03/2025(UTC), Micawber on 09/03/2025(UTC)
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