Top 14 positions (not in a Kama Sutra kind of way 😄🙄)

Hi everyone. There have been similar threads before and our great leaders (Neil/Bitflip) please merge/delete as necessary. I just thought it would be interesting for people to share their top investments, and, as we seemingly (inevitably?) head into a recession what they are doing differently.

Why 14? Because it seems to fit nicely onto an I-phone screenshot :grinning:. So here’s mine - largely defensive with a slight property angle. So I’m not proposing to change much. Would love to hear peoples’ thoughts on their/my portfolio.

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Thses are some of my current investments from various account includes SIPP and other pension, GIA, and ISA. I need to consolidate them eventually.

NEB3 (Fund) L&G PMC Ethical Global Equity Index
£SMT Scottish Mortgage Investment Trust
£UKW Greencoat UK Wind
£USA US Growth Trust
£SAIN Scottish American Investment Company
£VUAG Vanguard S&P 500
$HCP HashiCorp
£GSK GSK
£SHEL Shell
£LGEN Legal & General
€RWE RWE
£RR . Rolls-Royce
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Nice! I’ve only included Freetrade here, my pension (over 25 years) and ISA (5 years) are all in funds of funds etc. I suppose I’m trying to get a handle on individual stock picks here. I (like you it seems) would never bet massively on one particular donkey (I’ve chosen a few donkeys!)

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You’ll quickly identify the pension fund. NEB3 :smiley: The rest if they are included in a SIPP are mostly or will be also included in my ISA or GIA as well at some percentage. I plan to shuffle things around once ive moved accounts from other brokers. VUAG will go, for an all world ETF for example

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Here’s my ISA investments; all my self-managed investments in mostly passive index trackers with a few smaller holdings in individual shares. Any comments?

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I can only get 12 in a screenshot - the next two positions are:

BP 1.1%
Nat Grid 1.1%

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Tesco, Lloyds and L&G are just outside my top 14! Nat Grid not far behind. Thanks for sharing

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The majority of my ETFs are with someone else (Obligatory rant at the fact that they are in an ISA I dont have to pay for!)

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All of my existing holdings are ETFs and ITs but I’ve filled my Isa for this year, so I’ve opened a GIA to buy some individual stocks. It’s not set in stone but my top 14 will look something like this:

  1. Microsoft
  2. L’Oreal
  3. Novo Nordisk
  4. Estee Lauder
  5. Intuit
  6. Philip Morris
  7. LVMH
  8. Pepsico
  9. Automatic Data Processing
  10. Diageo
  11. Visa
  12. Alphabet
  13. Adobe
  14. Unilever
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That’s a real nice spread you’ve got there. I tend to get carried away still and get overzealous with some of mine.

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Mine’s heavily influenced by Terry Smith’s fund which I held for many years. I reluctantly sold out of it late last year because it’s an OEIC and I didn’t want to pay HL’s 0.45% any more.

I’m screening stocks for many of the same factors outlined in Fundsmith’s owner’s manual: return on capital employed, valuation, debt, moat etc. There aren’t that many companies that tick those boxes.

I love the ‘no bullshit’ approach. How often do you read comments like this in a prospectus? :rofl:

“We are also believers in the adage that you should only buy shares in businesses which could be run by an idiot because sooner or later, they all are”

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That’s mine for what it’s worth ha. I will probably try and grow BT a bit more if there’s a dip. Other than that I don’t really intend to buy anything else for good few months unless the bigger holdings I have already drop low enough to make it worthwhile averaging down.

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I hold Aviva and Tsylor Wimpey too mate, but not in those kind of percentages! What’s your thinking on those two?

Long term hold for the dividends I’m hoping will be ok. Have been averaging down TW to less than 1.50 now, if there’s a big drop il top up some more. Aviva same really, long term hold for the dividends. I’m hoping any big swings downwards will go back up before I need to sell… hopefully

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Fwiw here’s mine. Most of my investments are in funds with the likes of Vanguard and HL; this account is my smallish attempt at
a) beating the fund managers (highly unlikely but I’m going to have fun trying)
B) keeping my mind active in early retirement and giving me a distraction from the responsibilities and physicality of looking after ageing in-laws.
C) adding to my income as my other half and I get older and need more things doing to the house to adapt it for senior living

Dad passed away last November; about a year before that he told me that his biggest regret was not investing more in individual stocks and shares. He did quite well with a few, and left me some shares as ‘seed money’ which I’m now trying to increase in value and income.

My strategy with these choices is that I’m looking for good quality stock that pay good dividends, coupled with a few smaller companies that have both growth potential and are paying some dividends. I’m reinvesting dividends back into those same companies that I’m still happy with. I use mainly Stockopedia for my research (Xmas present from my other half), and having mainly invested at the start of this financial year, I’m more or less even PLUS the dividend payments I’ve received. Overall and bearing in mind what the market has done, I’m fairly happy.

Apologies for the essay😀

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These are mine - although I don’t quite have 14 just yet

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Interesting discussion this, I notice I seem to have a lot more ETFs than other people.

I’m mostly investing in dividend stocks, I have some growth stocks in much lower quantities lower down on my list. I had wanted to offload some of my Persimmon and Admiral shares after their dividends because I feel a little over-exposed with both of them but the prices have never been high enough to allow me to do so.

Very happy to receive any comments if people have them.

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Don’t forget this is a self selecting group of people. And a minority of Freetrade customers participate in the forum let alone participate in this type of Topic discussion. You can see that ETFs feature prominently in Freetrade’s monthly published top 10 ISA investments. That gives you a better indication of what is in vogue and what isn’t.

So for May 2022:

  1. Tesla (TSLA)
  2. Vanguard S&P 500 UCITS ETF Acc. (VUAG)
  3. Amazon (AMZN)
  4. Apple (AAPL)
  5. AMC Entertainment (AMC)
  6. Vanguard S&P 500 UCITS ETF Dist. (VUSA)
  7. GameStop (GME)
  8. Alphabet (GOOGL)
  9. Vanguard FTSE 250 UCITS ETF Dist. (VMID)
  10. Vanguard FTSE 100 UCITS ETF Dist. (VUKE)

Of course, in itself, we can’t tell if this list reflects “top positions” in a portfolio. What we know is that they are top purchases in a particular month.

But worry not what’s in vogue :). I certainly wouldn’t buy some of those shares - and everyone should treat all these lists with considerable caution and carefully consider their own circumstances and tolerance for risk.

BTW, I don’t know if that list is ordered by volume or value.

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