Started off investing my own SIPP around 2017.
Began with single name UK stocks, previously owned some shockers like AA Plc and Petra Diamonds and learnt pretty fast...!
2020 March was rough due to Financials/Oil & Gas/Real Estate exposures, although didn't sell during that period which was very helpful.
Gradually been improving the quality of the portfolio (less small caps, less single names, more investment trusts)
Big trends I am trying to tap into are renewable energy, hydrogen energy and Tech.
Own some bonds/prefs. Been very good to me so far.
Recently upped mining exposure via Blackrock World Mining.
Tend to be buy and hold now in this SIPP as I have separate IG Index accounts for more short term trading, Gold, Treasuries and US shares.
I use the AJ Bell regular investment capability to execute share purchases monthly at £1.99 ( a good facility I find).
Was previously with HL, but switched over all mine and family's accounts to AJB SIPPs and ISAs.
I find I am making less silly mistakes (dumpster fires like AA, taking profits too early), but I am always willing to learn.
Many Thanks
Investment Proportion of Total Change (%)
AerCap Holdings NV 2.40% -2.00%
AVI Global Trust Ord 2.30% 15.00%
Aviva PLC 2.20% -7.00%
Berkshire Hathaway Inc Class B 3.80% 16.00%
BlackRock World Mining Trust plc 0.40% -3.00%
BRUNTWOOD BOND 6% GTD SNR 25/02/25 GBP100 4.00% 0.00%
BURFORD CAP PLC 5% GTD SNR 01/12/26 GBP100 3.10% -7.00%
Burford Capital Ltd 1.30% -6.00%
Crest Nicholson Holdings PLC 0.70% -28.00%
Direct Line Insurance Group PLC 3.30% -12.00%
Dixons Carphone PLC 1.50% -44.00%
easyJet PLC 2.30% -28.00%
Edinburgh Worldwide Ord 2.10% 5.00%
General Accident PLC 7.875% PRF PERPETUAL GBP 1 4.40% 7.00%
HEYLO HOUSING Inflation linker 30/09/2028 GBP 2.60% 6.00%
Hiscox Ltd 1.80% -27.00%
IG Group Holdings PLC 3.20% -5.00%
INTERNATIONAL PERS 7.75% GTD SNR 14/12/23 GBP 3.30% -2.00%
iShares Emerging Mkts Eq Idx (UK) D Acc 1.20% 26.00%
iShares Global Clean Energy ETF USD Dist GBP 3.60% 44.00%
ITM Power PLC 1.20% 8.00%
JPMorgan Global Core Real Assets Ord 2.50% -3.00%
Keystone Positive Change Investment Ord 1.40% 1.00%
Legal & General Group PLC 2.00% 28.00%
Lloyds Banking Group PLC 9 1/4 % Non.Cum.Irrd.Pref.Shs 3.80% 11.00%
Pershing Square Holdings Ord GBP 7.20% 14.00%
Phoenix Group Holdings PLC 5.20% 7.00%
REGIONAL REIT LTD 4.5% SNR 06/08/2024 GBP100 3.90% 5.00%
Regional REIT Ord 1.00% -27.00%
Rio Tinto PLC 1.40% 1.00%
Riverstone Credit Opportunities Income 3.50% -15.00%
Royal Dutch Shell PLC Class A 2.50% -37.00%
Schroder BSC Social Impact Trust 1.40% 4.00%
Scottish Mortgage Ord 2.70% 40.00%
TETRAGON FINANCIAL ORD N/V USD0.001(GBP) 1.50% -25.00%
The Kraft Heinz Co 0.80% -39.00%
TP ICap PLC 0.90% -9.00%
Tullow Oil PLC 0.60% -58.00%
VanEck Vectors™ Video Gmng ETF (ESGB) 0.30% 21.00%
Vanguard FTSE 250 UCITS ETF 1.90% -4.00%
Vodafone Group PLC 2.70% -2.00%
WisdomTree Battery Solutions ETF USD Acc GBP 1.90% -3.00%
Table formatted using tool provided.
TJH