The core of my portfolio’s in passive trackers and SMT, so my plan’s to add some more active satellites (frontrunners in brackets below) to provide exposure to different assets and sectors.
In a new Isa, I’m going to focus on commodities (BRWM), debt (NCYF) and property / infrastructure (TRY, 3IN, TRIG) which should provide a steady income to reinvest.
And, in my Sipp, I’m going to add sectors such as global income (JGGI), flexible investment (RCP), private equity (HVPE), small caps (NAS) and emerging markets (JMG).
What are your plans for 2022-23? What parameters/rules have you set yourself?