Time To Sell? £65,000 Trading 212 Portfolio Update!

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My Trading 212 Stock Portfolio went from all time highs 2 weeks ago to taking a hit for just over £5,000 as at writing. So today i’m going to share the latest Trading 212 investment portfolio update, along with an update on my investment portfolio which I hold over on Vanguard UK too. I’ll provide a stock market update to breakdown exactly whats going on in the stock market and why stocks are crashing, and i’ll show you exactly what i’m investing in right now during the video too!
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Disclaimer: Your capital is at risk. Some of these links may be affiliate links. If you purchase a product or service using one of these links, I will receive a small commission from the seller. There will be no additional charge for you.
Disclaimer: I am not a financial advisor, and this information is not financial advice. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. If you enable interest on Invest and Stocks ISA accounts, Trading 212 will hold your cash in qualifying money market funds and banks. Otherwise, your cash will be held only in banks. Interest applies on cash in an investment account. Terms and fees apply*.
Disclaimer: All ideas presented within this video are that of my own based on my own opinions. Please do not consider any of these videos as financial advice as I am NOT a financial advisor. All financial decisions and choices made are solely your responsibility. The views shared in this video are just for entertainment purposes only. When investing, your capital is at risk and can go up in value as well as down in value. You should consult a suitably qualified professional when seeking out investment advice in order to fully understand the risks associated with investing.

Опубликовано:

11 сен 2024

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Комментарии : 124

@MitchShoesmith Месяц назад

Happy Sunday guys! Super tough week in the markets, i’m a big chunk off all time highs from about 2 weeks ago which just shows how quickly things can change in the stock market. Nonetheless a great opportunity to buy in whilst market prices are lower! To claim your free share valued up to £100, open an account with Trading 212 here: www.trading212.com/join/MITCH

@user-op8fg3ny3j Месяц назад

Loads of bots in the comments Mitch

@MitchShoesmith Месяц назад

@@user-op8fg3ny3j ah man they do my head in! I’ll try and delete them all. I have so many restrictions on comments but they always find a way around!

@Gold.Circle. Месяц назад

Even worse this Thursday. I'm.down 10%

@MitchShoesmith Месяц назад

@@Gold.Circle. yeh rough day today!

@Gold.Circle. Месяц назад

@@MitchShoesmith yeah haha. I was having a rough time as a Celsius and Crowd Strike investor but damn it got worse lol

@Pambegay Месяц назад

With a good investment plan that ensures steady incomes without any doubts I am prepared for a well organized retirement. I started investing 3 years ago and so far, I am making a good yield on my dividend. Great job bud.

@Sithembile499 Месяц назад

How has your journey investing been? What assets did you invest in?

@Pambegay Месяц назад

Jonas Herman, a certified fiduciary is the brain behind my success. I've gotten into a plethora of assets with $25k spread across stocks (options and futures) for the short term, index funds, and ETFs, for the long term. Now with over 87k, I sit back and just reinvest at intervals while I focus on my career and family.

@Brunhild386 Месяц назад

That's your view. In my experience, there is no such formula, it is nearly impossible to achieve success with stocks. It’s all just gambling.

@Freddyyyy266 Месяц назад

I just turned 47. I hope it's not too late for me to get started. How can I connect with him?

@Pambegay Месяц назад

Hermanw jonas that’s his gmail okay

@SuperBartles Месяц назад

I take profits from time to time (ie sell some but not all of my shares that have done well)- we've definitely hit a high point. And our portfolios have performed rather well. One could in theory sell everything now and wait for the next crash, then buy in again. It could continue upwards - but there will at least be a decent correction at some stage.

@acmramon Месяц назад

Hi. Im new this, i want to ask you how do you take the profits? Sell all the shares or just a part? Example £1000 of shares and £200 profit how will you take profit out? Ty

@SuperBartles Месяц назад

@@acmramon Good question. I didn’t make that sufficiently clear. I have to say that I’m not any sort of qualified financial advisor, and these are all just my personal thoughts. I really meant to sell just some of the shares - or all if one wishes, but I thought an idea would be to sell just some of one’s position. If there’s a company with colossal share size (as Amazon used to be) someone could have had 2 shares that had grown to $6000. Selling one share would have meant they’d sold half their position, but some brokers allow people to buy and sell fractions of shares

@SuperBartles Месяц назад

Some investors say just buy and hold. They say you can’t accurately guess when the top and bottom of the market are, which is true, except that one does know when one has made a decent profit already I OTOH have something of a trader’s mentality, partly because I’m now in my early 50s and am not going to be holding for 30 years.

@damianbragg Месяц назад

If you sell now you'll start making 5.2% straight away if you keep it within the stocks/cash ISA on 212. Is this a reasonable strategy?

@mrkiplingman Месяц назад

For short term maybe but for long term growth absolutely stay invested in the stock market you will pretty much beat any cash isa in the long term.

@MitchShoesmith Месяц назад

@@damianbragg probably not if I’m honest, the chances are trying to time to market will massively reduce your returns over the long run, it’s best to just stay invested and keep investing

@owb1979 Месяц назад

Remember that cash in your stocks and shares 212 ISA is not protected by the UK Government guarantee if you opt for the 5.2% interest now. If you are staying in cash for a while open a 212 cash isa and put it in there. It's easy to transfer between the two accounts and it means your cash is fully protected.

@boyasaka Месяц назад

It's funny that people are jumping from S and P to Russel 2000 Yet for the last ten years when interest rates have been historically low The s and p still out performed the Russel 2000 by miles

@steve6375 Месяц назад

I sold a chunk of tech ETFs (874 of IITU) in my ISA on way down (18/7) and then bought 899 of IITU back for same money on 25/7. Reckon I saved £600 but was lucky! I have done this a few times in my ISA (no CGT in an ISA) - if I think price is going down due to sentiment (no solid reason) after a week, then I sell. When sentiment wanes or price has dropped enough, then I buy them back at the lower price. It is like catching a falling knife but I don't look for the bottom to buy back in, I just buy back at a lower price.

@hustlinhitch Месяц назад

I'm 52 and have lost a few hundred quid this month. Should I sell or hold?

@merlinp380 Месяц назад

Keep and hold

@TaggeGust Месяц назад

I lost over £80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least £10k profits weekly. Thanks Charlotte Miller.

@masterotrunks Месяц назад

She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

@ValentinAntonio-wo3vb Месяц назад

The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.

@SamanthaRosalie-e2g Месяц назад

I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.

@GrozaGroza-ko7fn Месяц назад

I'm new at this, please how can I reach her?

@marthasteward0 Месяц назад

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

@jackharrison3132 Месяц назад

Not too sure I’m just going to hold

@MitchShoesmith Месяц назад

Yeah me too - I’m still investing each month regardless of the market 👌🏼

@JonDuffin Месяц назад

Yep. You can't time the market, so cost average in and then thank yourself in years to come @@MitchShoesmith

@KingLouis9090 Месяц назад

It means buy more stock

@MitchShoesmith Месяц назад

@@KingLouis9090 💯

@thijsruinemans7740 Месяц назад

what do you think is the best to do now with the big crash atm?

@andrewwatson7379 Месяц назад

Great energy, concise and forgive me but I thought your production, graphics and editing were sharper too....Great piece. Thanks

@MitchShoesmith Месяц назад

@@andrewwatson7379 appreciate the feedback, really helps!

@PendingBailey Месяц назад

I think buying stocks might seem easy, but picking the right one without a solid plan is tough. I've been trying to grow my $100k portfolio, but the tricky part is not having clear plans for when to buy and sell. Any tips on this would really help.

@TonyTurbo78 Месяц назад

Has been a tough few weeks to stomach for sure. I've had almost 10k wiped off my paper profits holding ARM, NVDA, TSLA and Soundhound. I'm still in the green, currently at 3k but man this has been a huge hit where I question every day why I didn't cash out before the BS market manipulation.

@EzekielOluwafemiBabajide Месяц назад

Please what's the meaning of "YTD"(year til date) , it's from when to when? From January to July 28th or UK or USA calendar year?

@MitchShoesmith Месяц назад

@@EzekielOluwafemiBabajide yeah YTD is year to date, it’s the performance from 1st Jan until the current date.

@dtlittle8 Месяц назад

Hey Mitch. Just curious. Any reason you stuck with VUSA over time instead of moving to the likes of VUSD, SPXP, CSP1, etc. ? (I know it's a bit "Po-tato / "Pot-ato"". Like I say, just curious)

@simoncook1325 Месяц назад

My smh etf is down over 10%

@lawLess-fs1qx Месяц назад

GDP grows at better-than-expected 2.8% in Q2 in the USA .It's a rotation of profits from Mag 7 to stocks that do well with lower interest rates now that Powell has pivoted from higher for longer to cuts. Diamond hands for your existing portfolio and buy iwm ,reits, homebuilders.

@lucapacitti5851 Месяц назад

Hi Mitch, great video. I’m just curious to see if you’d be open to sharing how much you have earned in dividends from the Vanguard S&P 500 holdings (in both accounts) thanks!

@MitchShoesmith Месяц назад

@@lucapacitti5851 hey - yeah it’s about £300 a year at the moment but I’ll get the exact number for the next portfolio update for you

@rohanbassi8895 Месяц назад

Hi Mitch find your videos very useful- you mentioned listening to Bloomberg - for someone like myself starting investing in the last year, which podcasts/radio/channels/reading would you recommend to keep up to date with the latest relevant market information? Many thanks 🫡

@MitchShoesmith Месяц назад

Hey! Definitely Bloomberg as a starting point, I try and stick it on every morning and just listen passively whilst I’m working. I also regularly browse the WSJ and CNBC, they tend to be good media outlets for stock market updates.

@rohanbassi8895 Месяц назад

@@MitchShoesmith Thank you, and may I ask which books helped influence your perspective on money/investing? Perhaps an idea for a video unless I've missed from before

@barbaracurley4958 Месяц назад

Hi Mitch -great video. Do you also have a SIPP?

@MitchShoesmith Месяц назад

Hey, thanks! I’ve literally just opened one in the past week and in the process of transferring my employee pension over.

@barbaracurley4958 Месяц назад

Are you transferring to a Vanguard Sipp? Any news about the T212 SIPP?

@Justaleedsthing Месяц назад

I’m not sure if you do, but couldn’t you use the profits you’ve made on each stock and invest it into dividend stocks? Like your account will still be valued the same but you’ll Earn more from it?

@obscvre Месяц назад

Yeah but dividend stocks have much slower growth, so in one year's time you might get a 5% dividend but miss out on a potential 15% growth in value, which would you go for?

@Justaleedsthing Месяц назад

@@obscvre yeah that’s fair enough

@Ryane994 Месяц назад

Hi Mitch, what’s your opinion on Nvidia at the current price? And is this something you’d invest in?

@MitchShoesmith Месяц назад

Hey - probably not directly, but I have exposure through my S&P500 ETF which is what I’m focusing on for now

@Ryane994 Месяц назад

@@MitchShoesmith good to know, i have been paying into my vanguard global all cap since jan 2021 seen decent returns but just started to look at some individual stocks, thinking of mostly tech stocks like yourself with maybe some reit etf’s for a bit of diversification

@andersgaarde8201 Месяц назад

Not related, but your hair is crazy. Rock it 👍🏻

@montyloads Месяц назад

Palantir will sell of on the earnings report... sell before and buy back after the sell off

@andypicken7848 Месяц назад

Thanks for posting Mich. I realise its about entertainment but for a bloke of your age its going to be as good as impossible to beat the S&P over the long term and if you are able to handle the extreme volatility a leveraged one wil double or treble you performance

@MitchShoesmith Месяц назад

Hey Andy, I totally get what you’re saying but I stay away from all leveraged products

@Robin-of5bq Месяц назад

Keep cash on the side and follow the downtrend aggressively, particularly with your ETFs

@louiscook5921 Месяц назад

Great video Mitch. Is there any particular reason why you always buy whole shares in companies rather than fractional shares?

@MitchShoesmith Месяц назад

Thanks Louis - no particular reason, just a preference to keep my portfolio neat and tidy 😆

@RK-fr4qf Месяц назад

Equal weight s&p500 etf?

@coldfusion1008 Месяц назад

How or where do you read the individual stock reports where it mentions the CMP, low and high?

@MitchShoesmith Месяц назад

Yahoo Finance

@TROZJAN Месяц назад

With the shares you own on vanguard and 212 what sort dividends do this shares pay out and what’s dividend rate is it same between VAUG and VUSA

@MitchShoesmith Месяц назад

I do about £300 a year in dividends from my VUSA holdings - I haven’t checked but I would’ve thought the dividend yield is the same for both VUAG and VUSA

@TROZJAN Месяц назад

@@MitchShoesmith the rate over 1%

@MitchShoesmith Месяц назад

@@TROZJAN yeh just checked its 1.07%

@gigas302 Месяц назад

Your a young guy, I wouldn't consider selling for at least 25 years

@MitchShoesmith Месяц назад

@@gigas302 that’s the plan👌🏼

@ukachukwu7741 Месяц назад

Are you only investing in the S&P now?

@osamaali3210 Месяц назад

12:11

@MitchShoesmith Месяц назад

@@ukachukwu7741 yes for now

@IfI-o9g Месяц назад

How long on average does a stock being down normally last for?

@MitchShoesmith Месяц назад

Depends on the company, some businesses never recover.

@owb1979 Месяц назад

Why do you have the Dist Vanguard ETF and not the Acc one?

@MitchShoesmith Месяц назад

Started buying it before the acc was an option, it’s a bit annoying as I have to manually reinvest the dividends but kind of stuck with it now

@user-op8fg3ny3j Месяц назад

4:40 Damn, I hope to be in the position one day where losing £5k is nothing. My heart sinks when I see £500 in the red 💀

@MitchShoesmith Месяц назад

I don't see it as a loss, I just see it as my unrealised profits are a bit smaller - I'll be holding these stocks for a long time yet so hopefully they'll all recover soon enough :)

@xWiIIyGz Месяц назад

Have you bought the nvidia dip?

@MitchShoesmith Месяц назад

Only via my S&P500 ETF exposure which is my focus for now

@davidholgate123 Месяц назад

This is nothing compared to the massive crash we're likely to get within the next 6 to 9 months in my opinion... I've been through a few crashes and we're at exactly at the point I've seen before with bubble pops... If you're averaging in each month over the long-term, then that's fine and I do that too but I've also started holding more cash recently to deploy in stocks after the crash.

@Gold.Circle. Месяц назад

And now

@Petersworld77 Месяц назад

I think investors may be a bit cautious until the US elections are held in November. With a bit more political certainty in the new year things will look a bit clearer then.

@IfI-o9g Месяц назад

Is the cash isa interest daily?

@Vinyl-Sloth Месяц назад

Yes

@MitchShoesmith Месяц назад

Yep 😊

@anthonybrown4874 Месяц назад

Cheers Mitch enjoy your content overall but am not an individual stock investor so less relevance for me. Generally I have my eye on the US elections and have aimed to have about 50% exposure there but if it looks like a Trump presidency I will reduce exposure there and increase my far east/ Japan tho swerving China.

@MitchShoesmith Месяц назад

Interesting take on increasing exposure to Japan - any particular reason ?

@anthonybrown4874 Месяц назад

@@MitchShoesmith After a long period in the doldrums I think they could have a decent period China has structural issues population slumps and an overly aggressive foreign policy and I think Japan generally makes well engineered kit.

@BrandonRichards21 Месяц назад

What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

@Jamesrobert627 Месяц назад

There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist

@Jonathancolter7100 Месяц назад

@@Jamesrobert627 I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders

@Jamesrobert627 Месяц назад

@@Jonathancolter7100 Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.

@Jonathancolter7100 Месяц назад

@@Jamesrobert627 My CFA Claire Robert’s Durand , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

@Jamesrobert627 Месяц назад

@@Jonathancolter7100 Thanks for the recommendation. I'll email her and hope to get in touch soon.