InvestEngine & Trading 212 Portfolio Update | S&S ISA | July 2024

July was a crazy month for news and the market had some volatility throughout. However, that was nothing compared to what we have experienced in the first few days of August. This was recorded on 31st July, so as you can imagine my portfolio looks quite a bit different now! These videos take a few days to edit, hence why it will be a bit out of date.

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Timestamps:
00:00 Introduction
01:09 InvestEngine Portfolio
07:49 Trading 212 Portfolio
21:05 Overall Portfolio Balance

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[TomsPersonalFinance]

Well, what a crazy start to August it has been for the stock market! To be clear, this is my July update and was recorded on Wednesday 31st July. It takes a few days for the editing etc to be completed. As you can imagine, things are looking quite a bit different in my portfolio now! I hope you're all not panicking and remembering that investing should be for the long term :)

💸 InvestEngine - Get a Welcome Bonus of up to £50 when you invest at least £100.

💸 Trading 212 - Get a free share worth up to £100. Use promo code TOM in the app if you do not get your free share.

[ericbullock]

Great video Tom. Have you done any videos on Sector investing? I know it’s hard to beat the market but it giving it a go. ( just for fun). My thinking.: Index that performs better than the S&P= EQQQ, sector that performs IITU, Sub sector Semiconductors SMGB and best factor, Quality UC99. 25% equal weight. Hoping it will outperform over the next 5 -10 years. Just a bit of fun!❤️🙏🏽

[TheDividendExperiment]

It will be interesting to see how this changes over August!

[flembob]

Hey Tom, brilliant video and well done. Interested to know your reasoning for picking ISP6 over other US small cap funds such as the SPDR Russel 2000 (R2SC) or USSC. Thanks, keep up the good work

[anthonybrown]

Well Tom having test driven a T212 and Invest eng both are down a tad but thats the ups and downs and if you cannot cope with the ride dont get on the bus. It will ge interesting to see how the manged fund does over the year its just unfortunate you wont be £ cost averaging over the year.
Keep up the good work.

[coolsiwales]

Great video pal., I started my investing on invest engine november 2023, so it interesting to compare. I did fill mine straight up though. To give you a ideal I have 3 holding. Vaug s&p£14100(gains £2800/ 20%)...qqq £3600 (gains£663/ 19.64%.small cap isp6 £2080 (gains £201 /10%).total gains £3660 18.1%. What eft is best for like semiconductors? As they have taken a beating and I think worth doing in a pension one for now, as you the king at finding the best eft lol like uc99.Thank.stats from 17th august.

[TheGeordiePig]

Amazing Tom! Very much on course to that magical 100k :)

[michaelspilling]

The volatility and falls of the last week or more are a classic illustration of 'mean reversion' – we all knew the tech stocks had to fall at some point, it was a question of when and what would cause the sell off

[ynwared]

Just shows you can never time the market, ie bringing your contribution forward 😉

[shanksy]

Whats your thoughts on RMV at the moment Tom? Did you sell out after the recent spike or holding off incase the company does get a buy out

[IAmebAdger]

My portfolio's taken an absolute beating recently due to tech stocks coming more down to Earth in August, but tbh we had it coming! Looking forward to seeing what happens to yours for the August update.

[emanalabsawy]

As always, brilliant videos and impressive updates 🎉

[casey]

Hey great video, any chance you could make one on using the invest acount after reaching your 20k limit and what tax issues you might have to consider?

[JaspreetSingh-uqxx]

Hi Tom, just wondering as to why you sold your CCH shares? Thanks

[nosharesnogains]

What is this ISA cashback? Never heard of that, I'm only aware of the interest on cash

[rob_h_]

Anybody else lump in this morning and sell hours later at a nice profit for the day?

[ericbullock]

Great video Tom. Have you done any videos on Sector investing? I know it’s hard to beat the market but it giving it a go. ( just for fun). My thinking.: Index that performs better than the S&P= EQQQ, sector that performs IITU, Sub sector Semiconductors SMGB and best factor, Quality UC99. 25% equal weight. Hoping it will outperform over the next 5 -10 years. Just a bit of fun!❤️🙏🏽