Vanguard, Invest Engine Portfolio Update October 2024 | S&S ISA and SIPP

LINKS MENTIONED IN THE VIDEO:

Invest Engine:
Get a Welcome Bonus of up to £50 when you invest at least £100 with InvestEngine (Ts&Cs apply):

Capital at risk. InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN: 801128).

Trading 212:
Get a free fractional share worth up to £100 with my referral link:

Investments can go up and down. Capital at risk. Terms and fees apply

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And we're in October - here's another of my liquid asset portfolio updates. It's been exactly 5 years since I started investing with Vanguard. I take a look at my goals and talk about how goals need to serve me, not the other way round.

This is my DIY investing portfolio - my SIPP and Stock and Shares ISAs and general accounts with Vanguard, Invest Engine, Trading 212 and Freetrade.

I hold my S&S ISA with Invest Engine as that platform offers zero fee Exchange Traded Funds DIY investing and a much bigger choice of passive index and Exchange Traded Funds.

My approach to investing is similar to my approach to life: be boring, ignore the noise, stay calm. In other words: keep it as passive as possible, buy and hold, invest consistently no matter what the market is doing.

These updates will encourage you to invest, not panic and see what's possible when we talk about money making money, passive income and lazy, hands-off investing. Start where you are, you're only competing with your yesterday's self. Best of luck on your journey and enjoy!

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MY WEBSITE:

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THE FINANCE APPS I USE:
Vanguard:
Invest Engine (Get a Welcome Bonus of up to £50 when you invest at least £100 with InvestEngine. Ts&Cs apply):
Trading 212 (Get a free share worth up to £100):
Monzo banking app (get £5 welcome bonus):

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PS: Some of the links in this description are affiliate links that I get a small 'thank you' from, to help fund this channel. It also means you can get great deals with my affiliate partners.

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ABOUT THIS VIDEO:
Invest Engine Portfolio Update, Trading 212 Portfolio, Freetrade Portfolio, Invest Engine S&S ISA, Vanguard Portfolio UK Update, Vanguard How To, Vanguard Fees, Long-term Investing, Money Mindset, Vanguard Index Funds, Invest Engine ETFs, Vanguard ETFs, Vanguard Retirement Funds, Investing For Financial Independence Portfolio, Low-cost Passive Investing UK, ETFs, Personal Finance, Real Numbers, Financial Freedom, Hassle-free Investing, Money Facts, Money Coach, UK Personal Finance, S&S ISA UK, SIPP, Investing For Ultimate Beginners UK, Women Investors UK, Invest With Me UK, FIRE UK, Financial Freedom Journey UK, Marta LIs

#InvestEngine #VanguardPortfolio #trading212 #freetrade #PersonalFinance #VanguardInvesting #FinancialFreedomJourney #Vanguard

[Marta-Lis]

LINKS MENTIONED IN THE VIDEO:

Invest Engine:
Get a Welcome Bonus of up to £50 when you invest at least £100 with InvestEngine (Ts&Cs apply):

Capital at risk. InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN: 801128).

Trading 212:
Get a free fractional share worth up to £100 with my referral link:

Investments can go up and down. Capital at risk. Terms and fees apply

[OneAndOnlyMe]

"All we have is today, tomorrow is just an idea" - Love that.

[TheahLil]

Love the section where you were reflecting on the last 5 years, and where you are now in it all. I agree - I'm grateful to my past self for the choices and sacrifice, and I also am really shifting toward now enjoying the process and now more. Something I don't think I'd be able to have now without my first doing the intensity goals and efforts that I did to build some financial security. :)

[netwarecracks]

always look forward for your updates, thank you so much

[Gotta_Keep_Moving_On]

New to the channel and a great find. I started about 2 years ago and trying my best to keep going. Not at your level but happy with progress so far :)

[AR-icjf]

Great update as always catching up on those numbers as yours 😊

[Reversmullac]

Hiya Marta - Thanks for being so candid with the way you're investing with showing the investing dashboards etc. I'm an investor starting out and it's nice to understand a matured portfolio. Currently using VUAG, VHYL, EQQQ as well as some individual investments I'm hoping will develop nicely. (The rubbish bit was funny btw lol)

[ajulydreamer]

Love the video Marta, you just reminded me I have dividends in Vanguard to reinvest. Re Emerging markets I sold mine, I got tired to be honest and invested elsewhere

[ipprp]

As a regular YouTuber vanguard updated could you make a video about how to protect your investment in case of the death of the investor ? And what happens to the fund ? Who is in charge and steps to protect it ? Many thanks

[asharyal]

Super video. Great presence! Congrats on your journey

[soupercol]

Well done, great accomplishment so far.

[slewins]

Great video, thanks. i also had some investments in the RED. And i thought i would wait till they were green to sell. with hindsight, i should (and eventually did), simply sell, move the money to a more reliable growth fund, and forget about the losses. I suspect i made more money by moving them sooner, than leaving them to grow.

[shamsh]

Wow, you seem like a pro investor, all green. I'm greedy 😅

[Lord_Saruman]

I started 4 years ago, was always behind you in terms of total portfolio value, now I'm almost equal - next year I should get ahead of you ... thanks for keeping me motivated with a competitive goal ;-)

[coderider]

5:20. I think it makes more sense to pay fees from pre tax money (allow platform to sell a some shares) e.g no tax

[calireid]

Hi Marta, great information as always. Can i ask why you choose distributing over accumulation for your funds?

[vireshpatil]

Great Video. Which platform would you suggest - vanguard or Invest Engine?

[OneAndOnlyMe]

Tip: When I have a holding that is in the red and I want to sell, I don't always wait for it to turn green, instead I just wait for the loss to be as little as I'm willing to accept and sell it. So in your example, I'd wait for it to get to -100 and sell, take the small hit to free up that cash and reinvest it. If I have to I'd rather make up for that -100 loss out of my salary, just so I can put that money to better use sooner.

[johnbuffaloiam]

Do you rent or own? How much us your mortgage per month?

[spencerholdaway]

Great Video. Do you need to rebalance your IE SIPP? The actual vs target look off