InvestEngine Portfolio Update | Stocks & Shares ISA | October 2023

In this video, I'll show you the performance of my portfolio in October 2023. It has been a rough month. However, what I am more excited to share is the changes I am considering making to my portfolio. I am looking to build a factor investing portfolio with ETFs. As far as I am aware, I will be the only UK finance youtuber sharing a factor based ETF portfolio. I'd love to hear your thoughts.

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Timestamps:
00:00 Introduction
01:16 Market Round-up
03:21 October Performance
06:53 New InvestEngine Features & SIPP Coming Soon
08:34 Revealing My New Factor Based ETF Portfolio

Disclaimer: When investing, your capital is at risk. Investments can fall and rise, and you may get back less than you invested. Past performance is no guarantee of future results. Other fees may apply. I am not a financial advisor, and this information does not represent financial advice.

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[TheCompoundingInvestor]

Tough market times at the moment. Great video. Nice work Tom

[anthonybrown]

As always interesting stuff and i may well give it a look in 2024 when i intend opening a invest engine isa to see how it stacks up against the Vanguard and Fidelity accounts not sure i would go all in fo factor investing as will want to consider the cost/ benefit against the other offerings on the platform at the time though will likely split it amongst 5 ETFs and let Darwinism sort out the wheat from the chaff.

[TortugaDividendInvesting]

I wouldn't change what you have just what you do going forward. Just make a new "pie" as it were on invest engine.

I am definitely guilty of tinkering too much.

[MATIvmr]

I’m all in GGRP, DGRG, VWRP, CNX1, CSP1
15 high yielding stocks with none of them having more than 3-4% each. I’m happy :) wish though I could get VWRP without UK 😂

[IAmebAdger]

I've seen some research that the size factor doesn't really contribute much unless it is intersected with the value factor, and there has been a very negative sentiment about the value factor due to value losing against growth for a long time, I would be cautious about those two in your proposed portfolio. However value has outperformed growth in the very long run, so I could see this paying off eventually, although we cannot really predict future performance of growth or value.

I'm interested to see what the quality allocation does for you.

[emanalabsawy]

Great informative video as usual. Thank you very much, Tom.

[kippsguitar]

Its just classic September October seasonal dip, nothing new went long s p 500 Friday

[PaulGraham-wz]

Good videos Tom, 👍 gives me alot to think about as I'm looking at a set it and forget etf portfolio. Are you aware of any good etf overlap tools for UK based etfs?

[kevinscott]

Great video Tom. I was looking at Wisdom's EGRP covering Eurozone quality dividend stocks which looks like another good etf. The fund size is small at only 4m so there's a risk there but the performance over last 5 years is good and pays a 2.2% dividend yield. Any thoughts on this fund?

[diegomartin]

Great video! Why do you not include WLDS instead of ISP6 and get exposure to small caps from all the world?

[ciaoatutti]

I make a prediction... Here me out 😅.. Oil price will go up soon... Speaking of which no commodities in your portfolio then? I'd agree

[ciaoatutti]

If you see us market one of the etf that was (precovid) beating the sp500 was MTUM, this of course is not available in EU (🎉🎉😢).

As name suggests this was based on momentum, I understand from your video that you have some exposure to it via wisdomtree div etf, but would you not prefer some more direct exposure to it as you did for quality factor? My guess is that momentum will pay out more than size in the long run, to be honest I do not understand size at all