Here's the current position:
|UK listed ETFs|
|SEDY||EM High dividend||2.7%||3.4%||9.1%|
|IASP||Asia Pacific property||6.1%||8.1%||9.4%|
|SHYU||High yield corporate debt||10.4%||13.8%||9.9%|
|IUKD||UK High dividend||24.9%||37.0%||11.0%|
|IDVY||Eurozone High dividend||16.0%||26.3%||6.1%|
|IAPD||Asia Pacific High dividend||1.3%||10.7%||9.0%|
|VHYL||Global High Dividend||6.8%||106.8%||8.7%|
|HK listed ETFs|
|2800||HK Index tracker||-0.7%||-2.2%||5.9%|
|3049||CSI 300 China tracker||-9.5%||-26.7%||2.5%|
|AV.B||Aviva Pref Shares||-6.8%||-22.1%||8.3%|
Overall, the core high yield ETFs have performed well, in particular the UK & Eurozone ETFs. Gold and Silver have been a bit of a disaster but in some respects they were bought more as a hedge to the equities and i don't intend to sell.
I've roughly estimated the portfolio to be yielding around 4% in dividends, which is a lot more than i can currently earn on cash. I added a few new ETFs during the June downturn (including VHYL) and the portfolio has recovered well so far in July.
I'm not looking to aggressively grow the portfolio at this stage, but will keep looking out for bargains and buying opportunities.