My Investment Portfolio
My portfolio of Vanguard Index Investments and resources to help you start investing.
Updated 31st March 2024
As as UK-based investor, I based each investment decision on my own research. These are not investment recommendations. Before making any investment decision, you must do your own research and/or speak to a professional.
My Investment Strategy
⏳ Focus on The Long Term - Invest a large portion of my savings each month into Vanguard passive index funds.
📈 Vanguard Stocks and Shares ISA - I invest in a Vanguard ISA. An ISA allows me to contribute up to £20,000 in the 23/24 tax year. Any income (eg. dividends/bond income) or capital gain made in an ISA is tax free.
🏡 Vanguard Personal Pension (SIPP) - I also invest in a Vanguard SIPP where I get tax relief on my contributions. Vanguard are rare in that they allow you to share the £375 ISA/SIPP fee cap between accounts.
Current Vanguard Index Fund Portfolio
⚓ Allocation: 100% Vanguard FTSE Global All Cap Index Fund (Accumulation)
*Total Return: The return since I first started investing with Vanguard at the end of May 2018
Tap on any chart segment below to see details of my Vanguard Index Fund Portfolio
Regions (%)
Sectors (%)
Equities/Fixed Income (%)
Top 10 Stocks (%)
My Portfolio Returns (%)
The Money Tracking Spreadsheets I Use
Use these to keep on top of your savings, investments and reward points. The first step to financial freedom? Know what you have and where it’s kept. Click on any product image for more details.
