100% Equities

It’s been a few months since I last posted any information about my investment strategy. Considering it changed shortly after that post, I thought it was worth a quick update.

Quite simply – all ISA and SIPP funds are now invested 100% in equities! To be more specific:

SIPP (IWeb) – 100% equities

  • 100% Vanguard U.S. Equity Index Fund

ISA1 (IWeb) – 100% equities

  • 100% Vanguard U.S. Equity Index Fund

ISA2 (Vanguard) – 100% equities

  • 100% Vanguard U.S. Equity Index Fund

I call that a maintenance-free investment portfolio!

A lot of the motivation for making this decision came from the excellent The Simple Path to Wealth by J L Collins. That book made so much sense to me and is one I will be gifting my children as they grow into adults for sure.

This really is a set-it-and-forget-it type strategy and the focus now falls on me to remain disciplined. I intend to stick to my guns no matter what the market decides to do over the next several years.

Simples! 🙂

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