My ISA with a full focus on dividends. I like significant positions as opposed to spreading too thin. Also makes the dividends worth having when they roll in. This is intended as a bridge between early retirement and being able to access my pension.
My DC work pension is 100% equities with a world/S&P/small emerging markets tracker. So the fact that my ISA is UK based isn’t a concern (for me).
P.S. really enjoyed this thread and seeing peoples positions.
Can’t resist some big tech on sale?
Yup, slowly but surely building out my positions 
Doing same with my etfs/funds.
Doubt i’ll be starting any new positions tech or otherwise for the foreseeable now … Unless Costco drops more 
Interesting, I was expecting to AMD in there.
@JimmyJ AMD is in my ISA
Trig, bluefield, greencoat and foresight. Love it, trying to build up something myself with quarterly divs like that. Also nice to see that when the world has turned to turds the last couple of weeks shares like those hardly flinched and if anything they went up.
Still pretty much the same for me, not really got rid of anything lately, if anything i’ve increased some holdings.
Have only been investing for a month or so, so it’s a pretty ‘boring’ dividend focused portfolio for now. Keep finding more companies I’d like to invest in but think I will focus on strengthening my current positions before adding any more!
I was looking for ARVL 
. Production coming up should boost the price a bit.
I’m in there for the long haul, as long as there is progress. I guess itll be a few years & some sales that will start to see it move out of the doldrums.
Here’s my latest holdings on Freetrade although the allocations are a work in progress:
Sipp: For the time-being, I’m not adding to my core holdings in VEVE, SMT and VFEM. Instead, I’m building allocations to JGGI, RCP, HVPE, NAS, JMG and ATT to at least 5% each.
Isa: I’ve used regional and country-specific trusts for a core equity holding. I have a big cash position which I’ll be using to buy more BRWM, NCYF and TRY. I may add one or two others such as TRIG.
Starbucks,definitely long term for me.
Good move,when i started i couldnt help buying lots of different shares,quickly,
,now im strengthening about 10,heavily,then go from there when im ready,its a marathon not a sprint.
If Tesla can be valued at $1Trillion and only sell a few hundred thousand vehicles a year I’m fairly confident arrival can do 100x current value.
On the good news side I read the other day that a state of India wants ARVL there as soon as possible!!! (Could this help with the next few years cashflow, government grants likely)
As long as they get the bus on the road somewhere this year I’m happy.
Plus they just look awesome as hell, with long term potential revenue for reducing cost to owner in exchange for the advertising rights.
cough starbank cough
I agree Starbucks is a great move, they actually make more revenue selling gift cards than they do coffee. Plus they’re not going anywhere anytime soon, some great adaptations to new ‘culture’ (order on the go, home delivery etc.)
Hi everyone,
I’m looking to overhaul my portfolio and looking for some inspiration. I haven’t seen anyone share their portfolio in ages! Is anyone willing to help me out and give me some ideas?
Thank you 
