propertyman
Registered User
- Messages
- 6
Hi There
I have an equity portfolio for the past 20 years that now looks as follows in terms of weighting;
Kingspan - 50%
GlaxoSmithKline - 15%
Lloyds - 10%
Vodafone - 15%
Bank of Ireland - 5%
Prothena - 5%
Up to now, I haven't invested on a regular basis. I just buy when prices dip.
The portfolio started with an investment in Kingspan 20 years ago. Kingspan has done particularly well over the past 3 years and as a result now has a 50% weighting in the portfolio by value. I believe in the business and ownership case for Kingspan but from a good portfolio management point of view, should I start selling and rebalancing my portfolio?
Should my portfolio comprise more individual shares to diversify?
I am also interested in making more regular investments to grow the portfolio over the long term.
I have a private pension invested in mostly equities via Zurich.
Interested to hear peoples view, comments or suggestions.
Many thanks
I have an equity portfolio for the past 20 years that now looks as follows in terms of weighting;
Kingspan - 50%
GlaxoSmithKline - 15%
Lloyds - 10%
Vodafone - 15%
Bank of Ireland - 5%
Prothena - 5%
Up to now, I haven't invested on a regular basis. I just buy when prices dip.
The portfolio started with an investment in Kingspan 20 years ago. Kingspan has done particularly well over the past 3 years and as a result now has a 50% weighting in the portfolio by value. I believe in the business and ownership case for Kingspan but from a good portfolio management point of view, should I start selling and rebalancing my portfolio?
Should my portfolio comprise more individual shares to diversify?
I am also interested in making more regular investments to grow the portfolio over the long term.
I have a private pension invested in mostly equities via Zurich.
Interested to hear peoples view, comments or suggestions.
Many thanks