As a long term retail investor, this page showcases a live snapshot of my current investments and trading methodology.
My trading style is primarily focused on:
- Long term sustained and conservative growth in stocks across sectors
- Focus on stocks and ETFs with historically low volatility and regular dividend yield
- Where possible the equities are evenly distributed within my portfolio. If either yeild is cut or percentage change falls below a designated threshold then a stock is just held and not invested until those numbers recover.
- Regular deposits and dividend reinvestment plans (DRIPs) ensure that I can rebalance my portfolio accordingly to balance any market movements
A WebGL applet which provides a live and daily snapshot of my current watchlist (not necessarily all the assets I own). Why? I just wanted to see if I could.
An overall profit or loss on the portfolio since its inception (11/05/2021).
This table provides an up to date reflection of the current portfolio assets, their % change, and their portfolio allocation.
This chart highlights the portfolio allocation against different sectors in the market. It can provide an insight into whether the overall portfolio is overweight in a particular area. When it comes to ETFs, they are typically cross-cutting funds that pull from multiple sectors.
This chart highlights profit and loss by sector. It extends the information provided by the previous chart by informing me on whether there is an overall gain or loss in a given sector.