My Investment Portfolio

Updated May 31, 2025

⚓ Allocation: 100% Vanguard FTSE Global All Cap Index Fund (Accumulation)

Monthly Return: +5.2% |

Annual Return: +6.4% |

*Total Return: +80.3% |

Fund Fee: 0.23% |

ISA + SIPP Fee: 0.15% |

Monthly Return: +5.2% | Annual Return: +6.4% | *Total Return: +80.3% | Fund Fee: 0.23% | ISA + SIPP Fee: 0.15% |

*Total Return: The return since I first started investing with Vanguard at the end of May 2018

Regions (%)

Sectors (%)

Equities/Fixed Income (%)

Top 10 Stocks (%)

My Portfolio Returns (%)

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Top Reads

📖 Little Book of Common Sense Investing by John Bogle
📖 Retire Before Mom and Dad by Rob Berger
📖 Investing Demystified by Lars Kroijer
📖 Rich Dad Poor dad by Robert Kiyosaki
📖 The Richest Man in Babylon by George Clash
📧 Berkshire Hathaway Shareholder Letters by Warren Buffett

Resources To Help You Start Investing…

🌱 How To Start Investing Young
⏱ “Invest For The Long Term"…In What?
☝️ The One Fund Portfolio
💧 Lump Sum vs Drip Feed Investing
📈 Index Funds vs Index ETFs
🌎 Investing Home Bias