Part 2/6:
Portfolio Composition: A Closer Look
Vanguard Portfolio
Monty kicks off the update with his Vanguard account, which boasts a total of £84,248.43. A significant portion, 73.5%, is allocated to the US Equity Index Fund, where he has invested £46,821 and realized returns of approximately $5,895. Notably, the fund's value has reached £62,106, thanks to strong performance from the US economy in the past five years.
However, Monty cautions that while the US economy has performed exceptionally well recently, he remains vigilant about potential market fluctuations. His next major investment is in the FTSE Global All Cap fund, with a contribution of £18,522.51 yielding returns of £3,723.32, reflecting Monty’s strategy of diversification across global markets.