RA using Coronation

[whatwhat]

Hello

For those with your RAs at Coronation what is your portfolio split looking like while remaining Schedule 28 compliant?

 

[supersunbird]

Mine is not compliant at the moment due to growth in value, and thus share, of the Global funds. I'll have to ponder about re-balancing or just leaving it as is until someone moans.

Coronation Bond Fund - slightly down
Coronation Financial Fund - hard hit
Coronation Global Emerging Mkt Flexible - big growth
Coronation Global Equity Select - big growth
Coronation Industrial Fund - stable
Coronation Property Equity Fund - halved basically
Coronation Resources Fund - slightly down

 

[whatwhat]

Mine is not compliant at the moment due to growth in value, and thus share, of the Global funds. I'll have to ponder about re-balancing or just leaving it as is until someone moans.

Coronation Bond Fund - slightly down
Coronation Financial Fund - hard hit
Coronation Global Emerging Mkt Flexible - big growth
Coronation Global Equity Select - big growth
Coronation Industrial Fund - stable
Coronation Property Equity Fund - halved basically
Coronation Resources Fund - slightly down

Yeah I am not sure what to do with the property fund, HODL or swop it out for something else.

 

[supersunbird]

I am HODLing

 

[Gtx Gaming]

My TFSA not doing to bad with them. Quite a new one I opened last year.

Mainly invested in JUNK bonds it seems lol

 

[whatwhat]

I am HODLing

Yeah I am trying to rebalance mine now, but its difficult to get something that I am happy with.