Here's the current position:
|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%|
|HK listed ETFs|
|2800||HK Index tracker||12.6%||6.8%|
|3049||CSI 300 China tracker||-1.0%||3.6%|
|AV.B||Aviva Pref Shares||-3.8%||7.7%|
|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.