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With a modest initial investment of £100, Monty has achieved a return of 14.3% over six months. He reports on fund allocations similar to his Invest Engine holdings, focusing on simple strategies to keep things manageable and effective.
As he prepares for the next tax year, Monty remains undecided between using Invest Engine or Trading 212, though he expresses a preference for Trading 212 for the next fiscal year.
Summary and Future Outlook
Monty wraps up the video by aggregating his portfolio balances across all platforms, summing up to an impressive total of £94,969.41. His goal to reach the £100,000 milestone serves as motivation for him as he shares his journey with viewers.