My Investment Portfolio
Updated February 28th, 2025
⚓ Allocation: 100% Vanguard FTSE Global All Cap Index Fund (Accumulation)
- Vanguard FTSE Global All Cap Index Fund (Accumulation)
- Vanguard FTSE Global All Cap Index Fund (Accumulation)
Monthly Return: -2.2% |
Annual Return: +14.8% |
*Total Return: +93.5% |
Fund Fee: 0.23% |
ISA + SIPP Fee: 0.15% |
Monthly Return: -2.2% | Annual Return: +14.8% | *Total Return: +93.5% | Fund Fee: 0.23% | ISA + SIPP Fee: 0.15% |
*Total Return: The return since I first started investing with Vanguard at the end of May 2018
Regions (%)
- North America
- Asia Pacific
- Europe
- Japan
- United Kingdom
- Middle East/Africa
- Central/South America
- Eastern Europe
- Other
- Cash
- North America
- Asia Pacific
- Europe
- Japan
- United Kingdom
- Middle East/Africa
- Central/South America
- Eastern Europe
- Other
- Cash
Sectors (%)
- Tech
- Financials
- Industrials
- Consumer Discretionary
- Health Care
- Consumer Staples
- Energy
- Materials
- Utilities
- Other
- Tech
- Financials
- Industrials
- Consumer Discretionary
- Health Care
- Consumer Staples
- Energy
- Materials
- Utilities
- Other
Equities/Fixed Income (%)
- Equities
- Equities
Top 10 Stocks (%)
- Apple
- NVIDIA
- Microsoft
- Alphabet
- Amazon
- Meta
- Berkshire Hathaway
- TSCM
- Broadcom
- Tesla
- Apple
- NVIDIA
- Microsoft
- Alphabet
- Amazon
- Meta
- Berkshire Hathaway
- TSCM
- Broadcom
- Tesla
My Portfolio Returns (%)
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