Last update: 06/05/2020

Welcome to my portfolio section. Below I show you my asset allocation distribution:

On this picture you can see my portfolio allocation.

My main investment vehicle are stocks. On the picture below you can see my portfolio performance:

Graph that shows the evolution of my portfolio return till March 2020

If you want to learn more about my portfolio returns, take a look at my April 2020 portfolio analysis.


My Portfolio Detailed – The Companies I invest in

Below you can find all the companies I invest in, divided by categories:

  • Mutual Funds
  • Index Funds
  • UK Shares
  • US Shares
  • Crowdlending

It’s important to note that, within each category they are sorted by the size of their position, meaning the first one is the biggest position in that category.


Mutual Funds

  • Fundsmith Equity Class I – Accumulation (ISIN GB00B41YBW71)
  • Lindsell Train Global Equity Class D – Income (ISIN IE00BJSPMJ28)
  • Baillie Gifford American Fund – Class B Shares (ISIN GB0006061856)


Index Funds

  • Vanguard U.S. 500 Stock Index Fund (ISIN IE0002639668)
  • Vanguard S&P500 UCITS ETF (ISIN IE00B3XXRP09)


UK Shares

  • Legal & General Group
  • Ashtead Group
  • CRH
  • Barratt Developments
  • Ferguson
  • Persimmon
  • Rio Tinto
  • Taylor Wimpey


US Shares

  • Biogen
  • Bank of America Corp
  • Bristol-Myers Squibb Co
  • Delta Airlines
  • Facebook
  • Google
  • M&T Bank Corp
  • JP Morgan Chase
  • Wells Fargo & Co
  • Suncor Energy


Crowdlending

  • Estateguru
  • Crowdestor
  • Bulkestate

If you have any question, please feel free to ask on the comments section below.

COMPÁRTELO!

2 Comments

Miguelon · 14 October, 2019 at 15:24

hey Gonzalon
why/how did you pick those first stocks to invest?
had a similar run a couple of years back but can only say I’m still working 🙂

    Gonzalon@Tofinancialfreedom.co · 14 October, 2019 at 15:36

    Hi Miguel,
    Thanks for stopping by! Do you mean the stocks I have personally picked (US/UK Shares), or the mutual funds? Because the mutual funds came much earlier than my UK/US shares, they are the biggest position of my portfolio, and also the ones that are giving me the highest return. Not sure if you have seen the portfolio update on September, where I share all the details:
    https://tofinancialfreedom.co/portfolio-update-september-2019/

    Please let me know which product you are referring to, and I will be happy to share the details with you.
    P.S: I am still working too, but aiming to reach financial freedom in some years!

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