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Trading 212 Portfolio Hits All Time Highs!
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- Опубликовано: 29 июн 2024
- 💰 Up To £100 FREE Share With Trading 212 Use PROMO Code “MITCH”: trading212.com/promocodes/MITCH
My Trading 212 Stock Portfolio just hit all time highs again! Today i’m going to share the latest Trading 212 investment portfolio update, along with an update on my investment portfolio which I hold over on Vanguard UK too. I’ll also share a little more detail on the investment strategy i’ve used which is perfect for investing beginners thats netted me unrealised gains in the region of £25,000.
🚀 Join The Waitlist For The Shareholder Lab:
shareholderlab.substack.com/s...
📷 Instagram: @mitchinvesting
#Trading212 #PortfolioUpdate #Trading212ISA
Disclaimer: Your capital is at risk. Some of these links may be affiliate links. If you purchase a product or service using one of these links, I will receive a small commission from the seller. There will be no additional charge for you.
Disclaimer: All ideas presented within this video are that of my own based on my own opinions. Please do not consider any of these videos as financial advice as I am NOT a financial advisor. All financial decisions and choices made are solely your responsibility. The views shared in this video are just for entertainment purposes only. When investing, your capital is at risk and can go up in value as well as down in value. You should consult a suitably qualified professional when seeking out investment advice in order to fully understand the risks associated with investing.
Happy Sunday guys! The portfolio is still going strong, think a video on current market conditions is on the cards though, stay tuned! Plus if you’re just starting out or want to swap your ISA provider this year, click the link to Trading 212 to get 1 FREE share valued up to £100: trading212.com/promocodes/MITCH
Thanks Mitch. I'm planning to invest $150,000 of my savings into the stock market to capitalize on the recession. What is the best investment strategy to use?
The market is wild right now! Whether you're a newbie or an experienced investor, I believe everyone needs an advisor at some point to thrive.
As a contractor with limited time to analyze investments, I've relied on a fiduciary for the past seven years to manage my portfolio. This strategy has helped me navigate market fluctuations effectively. You might consider a similar approach.
@@LucasBenjamin-hv7sk I'm seeking guidance for my portfolio management. could you refer me to your advisor
@@LucasBenjamin-hv7sk I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same.
I'm seeking guidance for my portfolio management. could you refer me to your advisor
I'm eager to explore investment opportunities, but I'm uncertain about the first steps. Can you offer any guidance or introduce me to someone in your network who could provide valuable insights and support?
When it comes to investing, it's wise to seek professional advice to ensure a strong financial portfolio.
Consulting with financial advisors, such as Eleanor Perkins can provide valuable insights to reshape and strengthen your portfolio.
With her help, I was able to allocate my $25k portfolio across a variety of markets, aiming to diversify and optimize my investment strategy.
Investing in high dividend yield stocks, ETFs, and equity was a great move, resulting in a net profit of around $115k for me.
Eleanor Perkins' realistic approach makes her a standout among brokers, who often set unrealistic expectations and fail to meet them.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Charlotte Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Great video Mitch .
Regarding Tesla I personally believe one fine day it will rise back !
Rest all is good and firm as u said ! Thanks
Great video Mitch as always !!
Thanks dude!
Mitch, thank you.
Congrats Mitch! You are on the road to FIRE
Thanks Manni, I sure hope so!!
What’s the best strategy to benefit the most from compound interest from booking profits and reinvesting while maintaining a safe buffer?
Hello. Do you have any thoughts on any India etfs or the brics nations? Would it make a difference if I invested a lump sum every April vs smaller amounts every month into an etf? Do you have any gold/sliver as a back up?
Hi Mitch, thanks for another great video!
Wanted to ask, is there a way to monthly autoinvest on my T212 platform in whole shares only?
Hey Ollie, unless someone can correct me in the comments, I believe you can only set up a pie, set your allocation depending on the amount you want to invest, but it will likely mean you end up with fractional shares as all your money will be allocated, so in short, no, not that I’m aware of if you want to do it automatically! I’ll have a word with my contact about that though
I'm totally new to investing and have been looking for this exact answer, with fresh eyes I can't find a way to do whole shares, just a fixed money amount.
@@MitchShoesmith Thank you!
Loved the Nvidia pun 😂 I’m heavy on that too 🎉
I know at some point a bull market ends and a bear begins, it goes on and on....I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?
Time in Market is better than timing the market 2/3 of the time. You would be losing if you have lumpsum but still time the market
Can you invest in these stocks with low investments or will it not get me far, I’m pretty new!
$58b at 5% is $2.9b not $29b. Thanks and keep the great videos coming though!!
Thanks! Ah man I must’ve typo’d my script and didn’t pick it up in the edit 🤦🏼♂️
Excellent growth! Do you ever get concerned that you are perhaps overexposed to the US market and missing out on potential opportunities from elsewhere in the world?
Thanks! Yeah its something I’m mindful of, for now I’m comfortable, but may shift towards an All World at some point, but with US equities making up c60% of the All World, it still has a dominant influence on its overall performance
India ETF NDIA
Also thank you as always for making these videos and helping us become more financially free, you are my favourite RUclips investor for sure 👌 🎉
Appreciate that, thank you!
Hi Mitch have you ever worked out what your returns would be if you only invested in a global etf from the start?
Hey Craig, I can’t say that I have, but my immediate thought would be that the returns would be slightly lower, some of my individual holdings have definitely outperformed the global market - but you’d have to fact check me on that!
Hi Mitch - did you buy VUAG or VUSA for your Stocks and Shares ISA?
Hey - VUSA, wish I did the VUAG though for convenience 😆
Greta video Mitch!
With interest rates rising, do you think it's better to pay off more of the mortgage with the extra savings or keep investing it into my ISA?
Hey, it’s such a good question and a dilemma too! There’s lot of different schools of thought on it, probably worth making a whole video about as it’s currently something me and my partner have been chatting about recently… my non researched, gut feel answer is, do what feels most financially comfortable, if that’s getting your mortgage down to a monthly repayment you’re more relaxed about, do that (this is kind of where my heads at), and if you can continue adding to your ISA, even if it’s slightly less than before then great. What’s your gut feel? Interested to get your thoughts too!
Do both! That way you keep investing extra and pay extra of the mortgage.
I would also argue that following the recent reduced inflationary pressure, we could be expecting a horizon of lower interest rates following the GE
I think Apple could do especially well this year as I hear the iPhone 16 will be heavily A.I focused along with the hardware to run it effectively, so a real reason to upgrade compaired to pretty much just camera improvements from the iPhone 12 to the iPhone 15.
Yeah I certainly hope so - hope they can really take things to the next level with AI!
Nice one Mitch. Hows the shareholderLab goin?
Thanks dude! All good, just taking me some time to put the content together in the background, still working on it! I’d like a bank of content ready to release, then do some additional stuff with you guys too perhaps weekly/bi weekly!
@@MitchShoesmith THX
Hey Mitch. Is there an easy way to round up fractional shares on T212? I’ve done the maths.. but I can’t buy shares more than 4 decimal places!
Hey Shaun, in the app, if you want to round up, click buy, make sure you’re on a market order, there’s a little drop down that says number of shares, then click where it says “0” and type in the fraction you want to buy. It allows me to go to 7 decimal places in app - just make sure you’ve got enough free funds too. Hope that helps!
Is there any Update on the allowance of fractional shares in Uk stocks and shares ISA ?
Hey Daniel, here’s an article from a couple of weeks back, worth a read: moneyweek.com/personal-finance/savings/will-government-allow-fractional-shares-in-ISA
I currently have an all world etf and a S&P 500 etf. Split 33/66% of my monthly investment. If I were to add some individual stocks. What would be a good % split? 10% into individuals?
All World 100%, S&P 500 0%, Stock Picks 0%. That would be best
Hi Ben, naturally you’ll have most, if not all major stocks covered across those two ETFs, but if you wanted to go in on few companies and have 100% exposure to them, rather than the weighted allowance in an index, it kind of comes down to what your risk appetite is. I’m weighted about 40% individual stocks, 60% ETFs in my portfolio currently (and admittedly it’s done well for me!) although I’m actively looking to increase my ETF exposure so it’s a bigger portion of my overall holdings, probably ideally aiming for 80/20, but that’s just a personal view based on my risk appetite. If 10% is what you’re comfortable with then go with that if you’ve got appetite to invest in individual stocks.
@@MitchShoesmith Thanks Mitch. It's still new for me. I've never had money to start puttng away before. Channels like yours are a great help and have given me a good ideas on how to save and invest my money. I like the idea of holding a few stocks, but down want to risk a big amount.
I have split mine 60/40 with 60% in Etf and 40% in individual stocks.
Why would you invest in individual stocks if they (magnificent 7)- are already in your etf portfolio?
Also, do you only invest a max of 20k per year?
Can only put in 20k in a ISA. There is talk of a British ISA. So you could do £5k in uk stocks.
Yea ofc, The market is quite lucrative right now
Quick question if got cash isa does that still gain 5.2% AER even if your not invested yet no not even wanting to invest as I have my cash inside high yielding saving account at 4.55% yeah I’m I noob at 43 starting planning to save for retirement better late than never still got least 20 to play ball mortgage 60% paid off last 5 year as well as started an AVC pension scheme to run along side my Strathclyde pension.
Hey - with Trading 212 there are two ways to generate interest on cash. 1 is through your stocks ISA, where you can get the 5.2% interest on uninvested funds, however these funds aren't protected by the FSQS due to Trading 212 having the option to put the money into something called a Qualifying Money Market Fund. However with the cash ISA, which is separate to your stocks ISA, you can earn 5.2% on the cash which is protected by the FSQS as Trading 212 hold it in cash (well bank deposits), and you can then withdraw it, or transfer it to your Stocks ISA at any time.
So when you where trying on vanguard did you only pay into vusa
When I first started I had a couple of funds but latterly yes just VUSA and that’s all I have now
I'm looking for some investing advice. I never seem to be able to discern patterns, alternatives always work against me, and I can't make good use of scanners. I'm seeking for a simple, reproducible passive income approach that can supplement and eventually replace my wage income.
Seeking professional assistance while beginning to assemble your financial portfolio is a wise course of action. Getting professional advice is highly recommended because it might be fairly complex.
Seeking professional assistance while beginning to assemble your financial portfolio is a wise course of action. Getting professional advice is highly recommended because it might be fairly complex.
@@Matt-HaynesRestructuring your portfolio might be a wise decision if you seek guidance from financial consultants such as Carl David. They are knowledgeable enough to assist you in making wise choices.
When did u buy all these stocks? Last year?
I started buying around 2020
Big hi from Serbia. I have started investing tnx to your video. I created acc with your link, put a deposit on T212, but i didn't get any free funds yet. Is there any pending time for free share? Once again tnx! There is some dificulties to invest and withdraw funds from Serbia, because we are non EU country, but we can do it with T212 and ibkr...
Hey! It should have come through, you may need to just deposit £1/€1 to activate it :)
@@MitchShoesmith It is there, 8.2p...
I have £400 or at a push £500 per month that I can invest - where could I place my monies that will give me great returns?
Hey, unfortunately I can’t tell you where to invest your money, but I’d suggest doing some research into different asset classes and understanding what your risk tolerance is, and making an assessment from there on what best suits your needs 👌🏼
Best bet is to go for an all world fund. Invest regularly over a long period and you'll be fine.
@@adrianhazzard6665 Hello Adrian, would you say an all world fund through an ISA account so returns/interest is not taxed?
Hi Mitch at 9:30 you show your email... probably wise to blur that out..
Thanks Ryan, I’ve blurred it. Good spot!
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Diversifying with $VFIAX and $VTI is smart. It’s financial independence, not dependency, that truly empowers.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
''Aileen Gertrude Tippy'' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
Really curious what is your total profit/loss? Can you please share it to us 😊
I can but it’s kind of all there to see really, I don’t really sell any of my holdings, I’ve sold a couple in the past, 1 bad one and another couple which I wanted out of to reallocate the funds, but all my profits for the most part are technically “unrealised” and it’ll stay that way for many many years yet
High Mitch I’m starting with a very modest £100 a month, what would be The best way for me to invest? Bitcoin?
Hey, I can’t say what to invest in, but personally I wouldn’t choose bitcoin as a starting point based on my own risk appetite. For me I like to invest in low cost index funds (predominantly) which track the US stock market, its historically performed very well, 9-10% per year as an average, and allows me to invest in productive assets (companies) that are the biggest wealth creators on the planet. I do hold a little bit of bitcoin, but it’s very much a speculative investment.
That's a £100 a month more than most people
Buy some cleanspark shares in a trading212 stocks and shares ISA, it's a bitcoin miner and its going to rocket
If I was to put £10,000 in uninvested would it gain £520 a day as I'm in the Uk?
Hey, no it’s 5.2% interest per year, with payments spread daily.
Hi mate
Do you hold Nike
Hey - I don’t
@@MitchShoesmith thanks
Have you considered investing in Eli & Lily?
I haven’t… worth a look?
@@MitchShoesmith 100%. AI will drive healthcare in the next 5 years. Also lots of new weight loss drugs are on the horizon. Also made historical gains of 32% a year, averaged over the last 10 years! Better than Microsoft!
Let’s go $TSLA.
What you thinking about it all Mitch?
I'll continue to hold - I still think it's a sound long term play.
@@MitchShoesmith been here since your first vids, holding through the ups & downs 🙏🥲
$260 soon or a retrace settlement @ around 200/210.
Either way, lovely to see as an investor, thanks for the videos as always.
@@Major_Positive ahh I appreciate the support, thanks so much! $260 would be nice, looks like it’s up another 0.9% pre market today too, closing in on the $250’s! 👌🏼
What’s the difference between #VUSA and #VUAG? 🤔
Vusa gives you the dividends in cash for you to reallocate as you wish whereas vuag automatically reinvests the dividends for you
@@LawrenceTimme oh I see, thanks for the quick response man! So that pretty much applies to all the (Dist) and (acc), where the first ones let you reinvest and the second ones reinvest in themselves automatically
It think to increase your diversification it would be best to add some UK stocks. They might not do as well as USA stocks, but you seem to have all your eggs in that one basket.
At the moment the UK stock market isn’t attractive enough for me, happy to take the risk and just be invested across US stock market for now
I started paying into 2 index funds in April, im currently up about 5% but I'm questioning if I've made the mistake of investing while the markets are so high
Time in the market is WAYYYY more important than timing the market!
Thanks Mitch. Can you do a video giving your views on what to do with a £100k initial investment? Many people get windfalls for various reasons and it would be interesting to know how you would invest from scratch with a lump sum. Cheers.
Throw it into the market immediately. All world ETF. It's the most ruthlessly rational approach considering the data on various methods.
Noted Peter, I’ll add this to my list of videos, it’s a great suggestion!
2 etf portfolio on trading212, 50k into VUSA(s&p 500) and 50k on VWRL (all world etf) and you are good to go
Set it and forget it
@@micas290But what about the overlap.A lot of the S&P 500 are already in the all world.
@@micas290too much overlap, the all world is approx 60% US, which is duplicating the stocks in the S&P500.
looking at the stocks you chose - it's just pretty much the bigget companies. no real thought or investigation into any. only thing i can gie you credit for is consitency.
Bold assumption, and it’s entirely inaccurate
Doogle will change your life
Hey Mitch , I have send you the email you haven't replied yet ?
Hey, apologies, ive been up against it the last week, I’ve just replied now!
I think Cathie Woods bear case stock price for 2030 could be accurate. We're at the start of the fourth industrial revolution, we are still very very early. Tesla has Robo Taxis coming soon, and Androids not too far off too. Elon said he expects around 1 billion Android units operating by 2035. Let the magnitude of that sink in. Can see a MC of Tesla of over 10 trillion by 2035 imho. I'm going to be investing heavily
I’d be satisfied with the bear case tbh😆
Was the 1337 on purpose 😎
What was that? I edited mid-week and can’t remember what I said😆
1337 it's Internet code for leet it's old school probably showing my age 😂
@@shawnsmith5390 oh lol, my bad, no idea what that is 😂😂
50k in 7 years 😳 something is missing Bro . I think your portfolio isn't diverse enough and don't have the following,
1.High Dividend yield
2.Lower Dividend payout ratio
3.Consistent Dividend growth rate
4.Stability and performance
5.Solid share prize appreciation
So you need to look back at your portfolio and change things. I've been investing 10yrs now and I've 120k portfolio 🤷♂️
That Tesla price target is a absolute joke ! I wish it was true but clearly isn’t. If it’s market cap is 2.5 trillion by 2030 I will be happy
lol yeh me too Danny 😆
Jesus christ, you are only invested in bubble stocks...
Yeah but I’d invested in them during the tech wreck in 2022 and haven’t actually added much in the past 12 months, just sitting on the gains tbh
Hi Mitch, on your Vanguard portfolio overview screenshot, I see VUSA, but when you discussed depositing more in March 2020, there was a screenshot of VUAG.
Did you invest in both for this ISA, or was the VUAG screenshot an error?