{"id":54270,"date":"2022-07-18T00:41:59","date_gmt":"2022-07-18T00:41:59","guid":{"rendered":"https:\/\/immigranttravels.com\/index.php\/2022\/07\/18\/30k-etf-investment-isa-portfolio-300-1-month-update\/"},"modified":"2022-07-18T00:41:59","modified_gmt":"2022-07-18T00:41:59","slug":"30k-etf-investment-isa-portfolio-300-1-month-update","status":"publish","type":"post","link":"https:\/\/immigranttravels.com\/index.php\/2022\/07\/18\/30k-etf-investment-isa-portfolio-300-1-month-update\/","title":{"rendered":"\u00a330k ETF Investment ISA Portfolio | \u00a3300+ |1 Month Update"},"content":{"rendered":"<p>In todays video I\u2019ll be sharing my complete ETF\/ Index Fund Investment Portfolio. I\u2019ll be sharing all  of the ETFs I\u2019m 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\u2019re making a single simple investment. <\/p>\n<p>The ETFs I\u2019m sharing with you are from Vanguard, iShares, Invesco and L&#038;G (Legal and General). I prefer to hold a range of index funds from different providers. <\/p>\n<p>It has been a month since I invested in these ETFs and in that month the S&#038;P500 investment I hold, which I\u2019ll be using as a benchmark has dropped 2.21% and this portfolio has dropped 2.05%. Small wins! I have added \u00a3300 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%. <\/p>\n<p>I had a couple of questions about why I\u2019m 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. <\/p>\n<p>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\u2019re using so please always check fees if you choose to invest in any of these funds for yourself. <\/p>\n<p>The 7 Funds I\u2019m sharing with you today are: <\/p>\n<p>Vanguard (VUAG) S&#038;P500<br \/>\niShares (IITU) S&#038;P500 Info Tech<br \/>\niShares (SUUS) MSCI USA SRI<br \/>\nInvesco (EQQQ) Nasdaq 100<br \/>\nL&#038;G (BATG) Battery Value Chain<br \/>\niShares (SPAG) Agribusiness<br \/>\niShares (INRG) Global Clean Energy <\/p>\n<p>***FREE SHARES***<\/p>\n<p>FREETRADE<\/p>\n<p>Join me and invest commission-free with Freetrade. Get started with a free share worth \u00a33-\u00a3200.<\/p>\n<p>TRADING 212<\/p>\n<p>Do you want to get a free stock share worth up to \u200e\u00a3\u2060100?<\/p>\n<p>Create a Trading 212 Invest account and use promo code:<\/p>\n<p>Fg3Ce3Ow<\/p>\n<p>We will both get a free share!<\/p>\n<p>Get the app using this link: www.trading212.com\/invite\/Fg3Ce3Ow<\/p>\n<p>***Books I&#8217;ve Enjoyed***<\/p>\n<p>How to Own the World by Andrew Craig:<br \/>\nThe Psychology of Money by Morgan Housel:<br \/>\nThe Warren Buffett Way by Robert Hagstrom JR:<br \/>\nNaked Trader by Robbie Burns:<br \/>\nThe Little Book of Common Sense Investing by John Bogle: <\/p>\n<p>I make videos on investing, personal finance, growing wealth, financial independence, budgeting and saving money. Let me know in the comments what you\u2019d like to see next! <\/p>\n<p>DISCLAIMER <\/p>\n<p>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.<br \/>\n<br \/><a href=\"https:\/\/www.youtube.com\/watch?v=Y-yCRISSv3Q\">source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In todays video I\u2019ll be sharing my complete ETF\/ Index Fund Investment Portfolio. I\u2019ll be sharing all of the ETFs I\u2019m 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":54271,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[3],"tags":[106731,45430,93779,147002,146990,147001,146991,146998,40,146993,146992,9038,36205,146996,146997,2195,45431,15054,147000,78451,412,13030,146995,146994,146999],"class_list":["post-54270","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-caribbean","tag-30k","tag-etf","tag-etfs","tag-etfs-investing","tag-index-fund","tag-index-fund-investing","tag-index-funds","tag-invesco","tag-investment","tag-investment-isa","tag-investment-isa-uk","tag-investment-portfolio","tag-isa","tag-ishares","tag-lg","tag-month","tag-nasdaq","tag-portfolio","tag-sp500","tag-stocks-and-shares-isa","tag-update","tag-vanguard","tag-vanguard-investment","tag-vanguard-uk","tag-vuag","post_format-post-format-video"],"_links":{"self":[{"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/posts\/54270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/comments?post=54270"}],"version-history":[{"count":0,"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/posts\/54270\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/media\/54271"}],"wp:attachment":[{"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/media?parent=54270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/categories?post=54270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/immigranttravels.com\/index.php\/wp-json\/wp\/v2\/tags?post=54270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}