My SIPP is working, this is where I keep my ‘sensible’ choices.
@scudulike Hoping for good thinks from Apple & Microsoft next week? Doing some digging later for my Monday thread.
My SIPP is working, this is where I keep my ‘sensible’ choices.
@scudulike Hoping for good thinks from Apple & Microsoft next week? Doing some digging later for my Monday thread.
It was a free share
I too am interested in people who own sports team stock. You can buy Broussia Dortmund now
Ah! That explains all
Fingers crossed yes. MS is usually pretty reliable, and Apple has been flying recently. If you could dig out some good new on Greatland Gold bury it - every time they have a positive update the share price dives.
It was a little while ago but I read a VSA Capital brokers report called something like ‘picks & shovels: the electrification transition’ that made me think it was worth a look. But of course I brought it, was decently in the green, brought more near the top and am currently sitting on a loss . Typical. I never seem to learn on that one! I’m not too worried about it though tbh. If the price stays around this level or keeps heading down I might buy some more when the Bacanora money comes in.
Is this seperate to your pension / etf portfolio? I love and hate the new feature. I’m going to have to get OCD about round numbers and similar allocation numbers
Edit: just saw your other post
My current allocation. Not impressed with the allocation numbers
You’ve got a lot of overlapping.
I built out a VWRL style global tracker form the underlying vanguard funds which cuts the TER is half and allows me more control to adjust as I see fit.
This is the discussion where some great people helped me get it how I wanted it to look.
Sell that 4% for a nice round 100% go all in properly instead of fence sitting with a measly 96%!
Everything or nothing.
That’s quite a weighting… Hope you didn’t buy all in on the 6th August
Vanguard ETFs - To replicate VWRL (others are off the bottom)
iShares - to add tilts (Value, EM, Small Cap)
AMD, Alphabet, ASML - because it turns out I like stuff that starts with the letter A. My big picks alongside TSMC (in my ISA). I’ve held most of these for over 3 years although I did halve my ASML recently.
Thank you for the link. I’ll take a look
It seems I’m maybe, very obviously, in a struggle with myself on whether to go down the ETF route, or individual stock pick route
Now you can clearly see the percentages in the app you could set a pct for ETF’s & the remainder is for stock picking.
I’ve got my pension in the afore linked ETF’s and stock pick with my ISA.
It’s certainly given a different view on where money is sitting, and how to better balance the allocation out
Quickly looking, I can see what you mean re the overlapping.
SMT & Dev Europe are largely overlapping Vwrl and city of London.
Taking those out of the equation, VFEM, VJPN & VAPX look to be ok. Perhaps a conversation to take to the thread you linked.
I quite like the new feature but I agree about OCD and round numbers! I keep 80% in an ETF based core (global/bonds/uk/emerging/commodities) and 20% in individual stocks, mainly dividend, and a few just for some adrenalin (small percentages).
Although mostly UK stocks, I look for companies operating in global markets.
I worry if there’s too much diversification but so far the portfolio isn’t overly volatile and compared to VWRL, it’s sometimes up, sometimes down. I invest a monthly amount keeping the 80% core/20% individual split.
I am super diverse and not a big position in any company
And @NoBeef I thought you were committed to GME but see one portfolio has 3.5% elsewhere, where is your faith?
Edit - I love this thread as it is interesting to see how people weight their portfolio without the cash numbers. No egos about £$ and fun.