In todays video I’ll be sharing my complete ETF/ Index Fund Investment Portfolio. I’ll be sharing all of the ETFs I’m currently holding in my Investment ISA/ Stocks and Shares ISA. I invest in actively managed funds, trusts, and ETFs in my investment ISA. A lot of investors are drawn to investing in Exchange Traded Funds (ETFs) because they have low fees and provide diversity even though you’re making a single simple investment.
The ETFs I’m sharing with you are from Vanguard, iShares, Invesco and L&G (Legal and General). I prefer to hold a range of index funds from different providers.
It has been a month since I invested in these ETFs and in that month the S&P500 investment I hold, which I’ll be using as a benchmark has dropped 2.21% and this portfolio has dropped 2.05%. Small wins! I have added £300 to the SUUS investment as this is the ETF I have chosen to continue investing my ISA allowance into in this financial year. If you take that additional funding into consideration then the portfolio is down 1.05%.
I had a couple of questions about why I’m holding EQQQ and IITU when they are similar investments. I invested in EQQQ first and then wanted to add to my tech specific ETFs and preferred IITU as an option as the fees are lower. I may consolidate the two in the future.
I will share with you the ETFs name, 3yr annualised returns, and ongoing charge. Ongoing charges are occasionally different depending on which investment platform you’re using so please always check fees if you choose to invest in any of these funds for yourself.
The 7 Funds I’m sharing with you today are:
Vanguard (VUAG) S&P500
iShares (IITU) S&P500 Info Tech
iShares (SUUS) MSCI USA SRI
Invesco (EQQQ) Nasdaq 100
L&G (BATG) Battery Value Chain
iShares (SPAG) Agribusiness
iShares (INRG) Global Clean Energy
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***Books I’ve Enjoyed***
How to Own the World by Andrew Craig:
The Psychology of Money by Morgan Housel:
The Warren Buffett Way by Robert Hagstrom JR:
Naked Trader by Robbie Burns:
The Little Book of Common Sense Investing by John Bogle:
I make videos on investing, personal finance, growing wealth, financial independence, budgeting and saving money. Let me know in the comments what you’d like to see next!
DISCLAIMER
Any information given in this video is for entertainment purposes only, and does not act as legal or financial advice. Your financial decisions are your own responsibility, and if you do require advice please contact a qualified Financial Adviser or Financial Planner.
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