The £100,000 Balanced Portfolio
This balanced portfolio, managed by Roddy Kohn at Kohn Cougar, is invested in funds, investment trusts, shares and exchange traded funds, across different asset classes. A portfolio review and outlook appears every three months. The previous incarnation of this portfolio returned close to 90 per cent (after charges) from its inception on 17 March 2009.
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You can view the most recent balanced portfolio update here.
Portfolio investments start date: 4 March 2014
October 2015 quarterly review No trades
June 2015 quarterly review No trades
9 February 2015 Purchased 429 shares in the ETFS Brent 1 month (£) exchange traded fund at 2,326 pence
September 2014: Sell holding in Jupiter European Special Situations; buy 6,717 units in FP Argonaut European Enhanced Income at 145p.
46 shares in Personal Assets Trust @ £329.00
5,475 units of JOHambro UK Equity Income Ret Acc @ £2.74
715 shares in I-Shares MSCI World @ £20.96
7,108 units in JOHambro Japan (Sterling Hedged) @ £1.41
3,259 units in Jupiter European Special Situations Acc @ £3.07
2,800 shares in Segro PLC Ord 10p @ £3.57
2,390 shares in 3i Group @ £4.18
8,785 shares in Picton Property Income @ £0.57