tag:blogger.com,1999:blog-2875915890415125655.post756079641908292504..comments2023-05-18T10:37:34.608+01:00Comments on <a href="http://www.retirementinvestingtoday.com">Retirement Investing Today</a>: The FTSE 100 Cyclically Adjusted PE Ratio (FTSE 100 CAPE or PE10) – February 2013 UpdateRetirementInvestingTodayhttp://www.blogger.com/profile/03088383743670046657noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2875915890415125655.post-23228929966334054532013-03-01T03:10:36.562+00:002013-03-01T03:10:36.562+00:00Thanks John for your work on a 10 year and longer ...Thanks John for your work on a 10 year and longer than present annual scenario. I've begun to look at it for the past 3 months and find it useful. Please keep up your hobby!<br /><br />Thank you<br />GerardAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2875915890415125655.post-63750622323990589692013-02-13T20:24:18.484+00:002013-02-13T20:24:18.484+00:00"The negative to this... Portfolio management..."The negative to this... Portfolio management would then take about 15 minutes a year which would mean I wouldn't need this Site and I would be looking for a new hobby :-)"<br /><br />LOL! Thanks@johnhultonnoreply@blogger.comtag:blogger.com,1999:blog-2875915890415125655.post-58420894466383377182013-02-13T12:44:07.407+00:002013-02-13T12:44:07.407+00:00Hi John
My UK Allocation is currently a majority ...Hi John<br /><br />My UK Allocation is currently a majority allocation to the FTSE All Share using the Vanguard fund you mention. Agreed very attractive costs. Additionally I have my HYP which is in its infancy covering FTSE100 companies.<br /><br />My technique here is not related to where the profits come from but is simply about Earnings over a "business cycle" (10 years), rather RetirementInvestingTodayhttps://www.blogger.com/profile/03088383743670046657noreply@blogger.comtag:blogger.com,1999:blog-2875915890415125655.post-32917720990198531972013-02-12T22:25:10.323+00:002013-02-12T22:25:10.323+00:00RIT,
I am no maths buff so I am impressed by your ...RIT,<br />I am no maths buff so I am impressed by your ability to work the above figures and percentages!<br /><br />One aspect leaves me a little confused which is the reducing of your UK allocation from 19.6% in December to 19.3%.<br /><br />I imagine that the majority of your UK will consist of large FTSE 100. Although listed in London, most companies will derive a large percentage of their @johnhultonnoreply@blogger.com