6 of the Best (Update: Mid July)

We're going to look at how the 6 of the best are performing. If you remember from previous postings the 6 of the best are a mini portfolio consisting of 1 FTSE 100 stock, a commodity fund, a REIT fund, a core equity fund (USA, UK, Europe, Emerging Markets, World or China), an additional equity fund and a bond fund.

The current list is below:

Fund		Ticker		Holdings	Price	Value	%
Standard Life		SL.L		755	235.4p	£1,777	16%
EUROSTOXX50		EUE.L		93	1838p	£1,709	16%
Far East ex Jap Small Cap		ISFE.L		116	1556p	£1,805	17%
Wheat		WEAT.L		1,466	$2.09	£1,970	18%
UK Corp Bond		SLXX.L		14	12580p	£1,761	16%
Asian Property		IASP.L		123	1477p	£1,817	17%
Cash						£32	0%
Total						£10,871

The fund began on the 10th June (see here) and as you can see it is up 8.71%. Most of the gains have come from our commodity fund WEAT.L:

Changes to the adjustment rate means that some equity and stock picks have changed.


At present the best core equity fund is FTSE China (FXC.L) and the best FTSE100 stock is media company WPP. The Far East excluding Japan Small Cap fund (ISFE.L) is still the best additional equity fund for the portfolio.

These changes (and rebalancing the portfolio) gives us the new portfolio:

Fund		Ticker		Holdings	Price	Value	%
WPP		WPP.L		227	797p	£1,809	17%
FTSE China		FXC.L		29	6090p	£1,766	16%
Far East ex Jap Small Cap		ISFE.L		116	1556p	£1,805	17%
Wheat		WEAT.L		1,400	$2.09	£1,881	17%
UK Corp Bond		SLXX.L		14	12580p	£1,761	16%
Asian Property		IASP.L		123	1477p	£1,817	17%
Cash						£32	0%
Total						£10,871