Just had confirmation of freetrade ive recieved
Iukd
Isf
Lqgh
Which means im waiting for
Vusa
Vhyl
Assume everyone is waiting for them 2
Just had confirmation of freetrade ive recieved
Iukd
Isf
Lqgh
Which means im waiting for
Vusa
Vhyl
Assume everyone is waiting for them 2
Total expense ratio is pretty high for both of these?
Also waiting for Vanguard ETFs
They are but I’m not concerned. One of the great things about having most of my portfolio in trackers is that I can add more expensive satellites and they don’t impact the total weighted cost too much.
With private equity, high fees seem unavoidable. Trusts in the sector start at 1% before performance fees etc and you can’t buy a cheap tracker as an alternative due to the illiquid nature of PE.
I was tempted by a tracker over TRY but something like IWDP’s not much cheaper at 0.59%. And if I’m going to add property on top of what I hold via equity ETFs, I figure it’s best to go active/differentiated.
Likewise, knowing my luck they’ll land in my account the moment markets close for the weekend. ![]()
@rehpot I have a similar thought process myself with regards to fees. My pension is all low cost trackers that I set the percentage allocation and don’t look at.
My ISA is all investment trusts with varying levels of fees. This is purely dividend focused. I’ve gone big into a number of renewables IT’s which themselves carry significant fees but I believe in the sector, enjoy researching and tinkering with this portfolio, and can also easily track dividends using the AIC income builder.
March dividends have now all come in. £99.19 for this month which I am very happy about.
The dividends are still going in the correct direction. Portfolio size = ~£23,300.
Monthly comparison.
| 2020 | 2021 | 2022 | 2023 | |
|---|---|---|---|---|
| January | £0.14 | £3.63 | £27.63 | £23.79 |
| February | £0.24 | £1.60 | £14.82 | £12.54 |
| March | £1.08 | £11.60 | £94.13 | £99.19 |
| April | £1.21 | £3.97 | £73.00 | £3.54 |
| May | £1.69 | £15.06 | £90.56 | £0.00 |
| June | £8.93 | £31.24 | £118.52 | £0.00 |
| July | £2.03 | £9.55 | £4.06 | £0.00 |
| August | £2.38 | £9.35 | £9.30 | £0.00 |
| September | £9.61 | £53.07 | £169.04 | £0.00 |
| October | £3.93 | £16.52 | £18.45 | £0.00 |
| November | £3.19 | £4.56 | £55.16 | £0.00 |
| December | £10.56 | £67.75 | £78.99 | £0.00 |
And dividend payment relative to initial investment. Some of these are new investments hence 0%.
Keep up the good work my fellow dividend investors! ![]()
Great progress, @MJRInvests - thanks for sharing.
I’m further along down the investing road (since 2015), and March came in at £309 for me from these:

Portfolio size is around £72k.
Am expecting around £20 from The Renewables Infrastructure Group but the dividend hasn’t appeared yet, even though payable on 31st Mar so I will just add to my April figures.
Amazing stuff, @weenie . Your porfolio is ~3x larger and so are your dividends. You are my goals for ~2027-2028.
Look forward to catching up at the end of April ![]()
Looks great. I only started focussing on dividends in September so have a long, long way to go aha. Id love to find a decent tracking template which would show year on year and month by month. The one i have atm is right but not as detailed.
Here’s hoping mine continue to grow and grow
The new ISA year is upon us!!
What are you folks looking to add to your dividend portfolios? I’m adding the following IT’s with this year’s allowance:
ABRDN equity income trust
Gresham House energy storage
NextEnergy solar fund
Also thinking of the following for a bit of diversification,but need to do more research on them:
Blackrock world mining
Henderson Far East income
I have my daughters jisa which is pure dividents any suggestions
How come you sold RKT by the way?
I’ll be doing something similar with my Isa: rather than focus on equity, I’ll be adding trusts to cover different asset classes and provide more income.
I’ll continue to build positions in TRY and BPCR for property and debt exposure respectively.
JLEN/GSF (renewable energy), BRWM/BERI (commodities), 3IN/SEQI (infrastructure) and NCYF/BIPS (debt) are on my shopping list if I can pick them up at the right price/discount.
Beyond JGGI, my portfolio doesn’t provide much income, so my goal for the tax year is to raise the yield from just under 1.5% to nearer 2.5-3%.
Just sticking with VWRL. Keeping it simple!
JLEN looks interesting. Might dig into that a bit
I like that it’s something of a one-stop shop and saves buying individual trusts for wind, solar etc. I need to do some more research before pulling the trigger though.
I don’t quite remember to be honest
I think I was going through some portfolio consolidation,it was not 1 of my biggest holdings and I just saw a better opportunity. I am not only focused on dividend investment, but I do take dividends into consideration. Now that I look at the company, it is a good dividend income investment.
Maybe I should have waited, but I take it as an opportunistic sale. Furthermore, is not growing as fast as some other companies which helped me choose.
Not financial advice
better option than vwrl is having veve and vfem, essentially the same as vwrl with lower costs.
Yeah i get it but weightings can change over time and Freetrade doesn’t offer a rebalance button yet.
Hi, you need to pick my stocks for me. The return you are getting is more than I am getting with your smaller sum invested.
It might be very true I made some bad decisions in the past…