portfolio update 23M London
23M from London
-Invesco Physical Gold ETC (SGLP) - £10,550.91 invested (+2.19%)
-Fermi Inc (FRMI) - £2,094.67 (-5.97%)
-Vanguard FTSE All-World ETF (VWRP) - £1,843.46 (+2.76%)
-WisdomTree Uranium and Nuclear Energy ETF (NCLP) - £1,539.04 (-11.40%)
-Kraken Robotics Inc (PNG) - £1,002.35 (+18.55%)
-HANetf Defiance Photonics ETF (LYT3) - £1,006.07 (+16.70%)
-Vanguard FTSE 100 Index Fund - £1,070 (-3.19%)
-MaxCyte Inc (MXCT) - £1,016.46 (-3.70%)
-NuScale Power Corporation (SMR) - £1,015.97 (-9.05%)
-Fidelity Global Dividend Fund - £800 (-1.25%)
-iShares MSCI World Momentum ETF (IWFM) - £596.25 (+5.33%)
-iShares Japan Equity Index Fund - £500 (+1.66%)
-Legal & General Clean Water ETF (GLGG) - £513.44 (-5.10%)
-National Grid (NG.) - £502.43 (-8.25%)
-Vanguard FTSE Developed Europe ETF (VEUA) £474.84 (-6.32%)
-London Stock Exchange Group (LSEG) - £451.32 (-6.30%)
-iShares Space Technologies ETF (STRR) - £436.45 (-6.49%)
-FSSA Greater China Growth Fund - £250 (-0.98%)
-BlackRock Continental European Income Fund £250 (-8.26%)
-Legal & General International Index Trust - £198 (+1.19%)
Total invested: £26,111.66
Current investment value: £26,138.47
Overall return: +0.10%
Cash sitting in the accounts: £19,190
Total portfolio value: £45,328.55
The goal is to take initial out once individual stocks double and invest it into broad market index funds holding ETFs until retirement
Still early days with a lot of these holdings. Interested to hear what people think of the overall mix and whether you reckon I’m spreading things too thin.
What would you do different ?