Freetrade ISA Portfolio

Account opened: 6th April 2019.
Account: ISA
Account Fees: £0.00
Paid In: £2,500.00
Withdrawn: £0.00
Current Portfolio Value: £2,486.17
Gain/Loss: -£13.83 (-0.5532%)

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So what was the reason for posting this? All we can see is that you’ve had a dip in your investments.

Gain/Loss: -£13.83 (-0.5532%)

Welcome to the stock markets Richard. They go up and down like yoyos. They can drop 10% and on a bad year 20%. Rarely they can drop 50%. If you don’t sell you don’t lose as they ALWAYS go back up… so far to date!

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I enjoy looking at portfolios, Curtis and Louis spring to mind. Here is mine 1 month in with the facts.

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Absolutely Ben !
Buy and hold !
I feel great when my portfolio is in the red, deep in losses feels great to me while drip feeding some pennies in.
The day of the EU Referendum result I felt as cool as a cucumber and happy as Larry as I topped up my portfolio (pre Freetrade).

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Happy trading Richard. The market will swing backwards & forwards. Whatever happens, keep on investing & don’t panic. Have a strategy & keep to it. :+1:

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ISA Account opened: 6th April 2019.
Account Fees: £0.00
Paid In: £3,020.00
Total Cost: £3,020.00
Withdrawn: £0.00
Current Portfolio Value: £2,926.04
Gain/Loss: -£93.96 (-3.1112%)

Long term buy and hold.
Diversification.
Compounding.

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I’m down 2.5% on my ISA.
This whole US / China trade war is causing some large price swings.
If only I had known, I would have waited a month before buying :grinning:

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ISA Account opened: 6th April 2019.
Account Fees: £0.00
Paid In: £3,650.00
Total Cost: £3,650.00
Withdrawn: £0.00
Dividends Received: £20.91
Current Portfolio Value: £3,723.68
Gain/Loss: + £73.68 (+ 2.018%)

Long term buy and hold.
Diversification.
Compounding.

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£20,000 invested.
£167.18 dividends.
£458.87 total gain (2.29435%).

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Some pretty heavy UK weighting there ( >50% ). Is that your strategy?

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I’ve gone heavy on UK initially as currently I see :uk: stocks as depressed. I like the UK dividends and will reinvest them sometimes more globally.
FTSE 100 and CTY returns don’t look great but much improved with reinvested dividends.
Over time I may be more globally diversified and possibly add some bonds if and when interest rates rise.

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currently I see :uk: stocks as depressed

Agree with you there Richard, Aviva and Legal & General are high on my watchlist as well as a few others

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Legal & General would be high on my list as a buy and hold if I was buying individual stocks.

Is there a way to get these stats from the app, or are you calculating manually? I’m sure I’m not the first person to say the portfolio graph is absolutely pony.

Manually Anders. I have a little dividend notebook :ledger:.
As I understand tracking your portfolio in detail via the app is on the horizon :+1:t3:.

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Pretty interesting portfolio but playing it safe with those picks!

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Yes ! I don’t trust myself with individual stocks. I’ve learnt through past behaviour that I chop and change strategy when picking individual stocks. So I need to have a simple portfolio and stick to the path.
I think whatever your strategy, individual stocks or ETF’s it’s important to stick to your strategy. Chopping and changing reduces long term returns.
Individual stock pickers taking bigger risks can potentially get bigger returns, but as I say, I cannot trust myself :hugs:
I’m looking forward to seeing the returns of Freetrade users with different strategies in the years to come :freetrade:

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Can’t argue with your logic. You have you know yourself to be successful. I think my portfolio demonstrates the up and downs is stock picking…



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It looks like you got in at a good price with the banking stocks :ok_hand:t3:
Will Berkshire Hathaway be a long term holding ? I wonder if they will pay a dividend in the future.