Comments on: Q3 2021: Quality Fights Back

By: ITinvestor

ITinvestor — Thu, 21 Oct 2021 08:04:07 +0000

Using the UK-based ETFs (CNX1 for Nasdaq and IUSA for the S&P) I’m seeing 15.8% as of 30 Sep 2021 for the Nasdaq and 17.3% for the S&P. So that includes any currency effects and the underlying ETF costs for UK-based investors.

The dollar-based index returns were a percentage point or so lower it would seem:
https://www.nasdaq.com/articles/september-third-quarter-2021-review-and-outlook-2021-10-01

By: Metro

Metro — Tue, 19 Oct 2021 17:32:42 +0000

Do you know the returns of the S&P 500 and Nasdaq 100 over the same periods?

Thanks

By: ITinvestor

ITinvestor — Sun, 10 Oct 2021 07:13:23 +0000

In reply to Peter. Hi Peter, I rarely sell things to rebalance but I might do when position sizes for a trust or a theme feel like they are getting a little too large. I did that with HGT a few years ago, and it turns out I would have better staying put, so far anyway. I tend to rebalance, in a fashion, when reinvesting dividends or adding new money.

By: ITinvestor

ITinvestor — Sun, 10 Oct 2021 07:09:19 +0000

In reply to Liam. Thanks, Liam. That's very nice to hear :-) Best of luck with your investing exploits.

By: Liam

Liam — Sat, 09 Oct 2021 22:31:25 +0000

Hi there,

I stumbled across your work tonight after reading Personal Asset Trusts quarterly report and wondering what happened to Robin Angus then finding your article on PAT.

I wanted to say what I’ve read I’ve thoroughly enjoyed and feel like we have a rather similar outlook on investing although I’ve largely watched from the sidelines until now.

I’m now looking to make some investments shortly so will be subscribing to ensure I’m viewing all your posts!

By: Peter

Peter — Sat, 09 Oct 2021 11:01:20 +0000

Excellent article as ever.
Do you rebalance your portfolio or let your winners run?