By 2016 I was becoming attracted to the globally diverse multi-asset approach and the individual shares were sold along with some of the investment trusts. They were replaced by a large portion of Vanguard Lifestrategy and HSBC Global Strategy index funds.
My critique of passive investing is set out in this article from earlier this year. As for the ESG funds, I came to the conclusion that holding a bit less of an oil company exploiting the Arctic for more and more oil that we can't afford to use is just not going to cut it for me.
These currently make up just under 80% of my portfolio and are listed here. I have retained two other investment trusts - Mid Wynd and Polar Cap Technology which together make up the remainder.
Obviously it's early days but I was encouraged by the performance of my 'green' portfolio last year with a total return of 23.5% compared to 17% for the FTSE 100.
Therefore the initial 10 year plan had been to generate income from my investments to bridge the gap to state pension...and that part of the journey became mission accomplished in 2018. My state pension is currently £9,000 p.a. and should keep pace with inflation.
I now have a guaranteed income and therefore really have no great financial need to continue investing but I like to think I am supporting the areas and companies that are trying to address our climate emergency - renewable energy in particular.
Feel free to share any thoughts with others in the comments section below - has the coronavirus pandemic changed your approach to investing...how is your strategy evolving?