Part 5/6:
Key transactions this month included receiving dividends from various holdings, including £747 from Pepsi, £125 from GSK, and £8.81 from Real Estate Income, the latter of which will no longer be a source of income following its sale.
Strategic Goals Moving Forward
Looking ahead, the investor has laid out ambitions for a portfolio worth £50,000 by 2025. To reach this goal, focus will shift towards maximizing the ISA allowance and reinvesting cash currently held in reserves. With £7,780 in cash waiting for allocation, discussions about where to invest this capital are ongoing, with options including an S&P 500 ETF or more All World ETFs.
Interestingly, the current portfolio composition reflects:
41.4% ETFs
37.1% UK stocks
21.5% US stocks
30% cash, due to the recent sell-off