Last update: 03/01/2020
Welcome to my portfolio section. Below I show you my asset allocation distribution:
My main investment vehicle are stocks.
Within my stock portfolio, I am investing more in my own selected shares (US and UK shares).
On the picture below you can see my portfolio performance:
If you want to learn more about my portfolio performance, take a look at my January 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
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.
- Lindsell Train Global Equity Class D – Income (ISIN IE00BJSPMJ28)
- Fundsmith Equity Class I – Accumulation (ISIN GB00B41YBW71 )
- Vanguard S&P500 UCITS ETF (ISIN IE00B3XXRP09)
- Legal & General Group
- Barratt Developments
- Ashtead Group
- Standard Life Aberdeen
- Taylor Wimpey
- Rio Tinto
- Bank of America Corp
- Bristol-Myers Squibb Co
- Delta Airlines
- M&T Bank Corp
- Wells Fargo & Co
- Suncor Energy
- JP Morgan Chase
- General Motors Company
If you have any question, please feel free to ask on the comments section below.