Investment Portfolio Update - 1 year on

It is around a year since i set up my personal investment portfolio. I've been steadily building it up over the last year, with a combination of initial core holdings, regular purchases & the occasional more opportunistic investment.

Here's the current position:

	Description	CAGR	% Portfolio
UK listed ETFs
SEDY	EM High dividend	3.8%	8.1%
IASP	Asia Pacific property	6.5%	8.5%
SHYU	High yield corporate debt	5.2%	8.5%
IUKD	UK High dividend	26.2%	9.8%
IDVY	Eurozone High dividend	30.1%	5.9%
IAPD	Asia Pacific High dividend	1.4%	7.9%
VHYL	Global High Dividend	25.2%	15.4%
INFR	Global Infrastructure	-4.6%	7.1%
HK listed ETFs
2800	HK Index tracker	12.6%	6.8%
3049	CSI 300 China tracker	-1.0%	3.6%
Other Equities
AV.B	Aviva Pref Shares	-3.8%	7.7%
AAPL	Apple	11.3%	2.5%
Metals
GOLD	Gold (paper)	-25.1%	6.2%
SSLN	Silver (ETF)	-42.4%	1.9%
	Total weighted CAGR	7.8%	100%

Overall the core high yield ETFs have performed very well, especially the developed markets (UK, Eurozone & Global High dividend).  The emerging market ETFs have seen more volatility, with some also being adversely affected by depreciating currencies.

As expected, Gold & Silver have been very poor, although these were purchased partly to hedge against any potential crises that may have impacted equities performance.  These are also a relatively small part of the portfolio at around 8% combined.

Looking forward, i'll probably look to build the portfolio primarily by adding to core holdings either with regular purchases or on market dips if possible.  I don't want to add too many new holdings unless they clearly meet my basic investment criteria (adding to diversification, yield and being good value), however, i will keep my options open.