The Investor Kid 🇬🇧

Uni Student 🇬🇧 | Starting off my Investing Journey 📈

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

My financial goals for 2024:

•£10,000 invested

•£300 PADI

•Maintain at least 50% ETF allocation

•Consolidate holdings to less than 30

•Continue to receive more dividends each month compared to 2023

•Continue to DCA every week

What are your financial goals next year?

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

Final update for 2023!

•This was my best year so far with a total return of 6.71% since I moved to T212 (annualised ~8.50%)

•Dividends increased by 150% from 2022 - receiving £140.12

•PADI is now £213.16

•Portfolio Value is now £7,248.42

•ETF’s now ~50% of my portfolio

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@projectdivis That’s great!

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

🚨My best month yet!

June dividends:

$JNJ £0.69
$LGEN.L £12.90
$ULVR.L £2.19
$MSFT £0.41
$MAIN £1.09
$O £1.48
$MCD £0.31
$GOOGL £0.71
$EQQQ £1.40
$BLK £1.03
$UNH £0.21
$VHYL.L £7.02
$VUSA.L £7.80
$VMID.L £5.18
$TROW £1.08
$PEP £0.64

Total £44.14 (Up 155% vs June 2023)

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

Expected June dividends:

$JNJ 4th
$LGEN.L 6th
$ULVR.L 7th
$MSFT 13th
$MAIN 14th
$O 14th
$MCD 17th
$EQQQ 20th
$BLK 24th
$UNH 25th
$VHYL.L 26th
$VUSA.L 26th
$VMID.L 26th
$MAIN 27th (special)
$TROW 27th
$PEP 28th

What are you expecting?

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

May dividends:

$BATS.L £3.91
$MNG.L £3.23
$O £1.29
$MAIN £0.49
$AAPL £0.09
$PHP.L £1.90
$UKW.L £7.33

Total £18.24

That is a 98% increase from May 2023 📈

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@DividendDynasty Brilliant 👏

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

May expected dividends:

2nd $BATS.L
9th $MNG.L
15th $O
15th $MAIN
16th $AAPL
17th $PHP.L
31st $UKW.L

What are you expecting this month?

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

April dividends recap:

$PEP £0.59
$KO £0.77
$WHR.L £1.52
$O £1.13
$MAIN £0.49
$DGE.L £1.87
$RIO.L £2.24

Total £8.61

This is a 17.9% increase from 2023!

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@DividendRyan28 I think the previous dividend was just a one off high dividend due to good performance. Back to normal now 👍

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@DividendDynasty My biggest individual stock in the portfolio 💪

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

Just receive my Trading212 card!

Anyone else got theirs yet?

Also does anyone know when you’ll be able to use it on Apple Pay?

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@project2030uk You can hold as many as you want :)

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

It's the start of the new tax year!

That means you can put up to £20k into your tax free S&S ISA over the next year.

With so many different ISA providers out there, I have compiled a list of the best ones available which you should use.

[Thread🧵]

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

$VUSA.L is my largest holding.

How much has it historically paid annually in dividends?

2015 £0.45📈
2016 £0.55📈
2017 £0.61📈
2018 £0.64📈
2019 £0.69📈
2020 £0.75📈
2021 £0.69📉
2022 £0.85📈
2023 £0.88 📈
2024 £0.96 (annualised)📈

Thats a dividend CAGR of 8.8%

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

Always remember to reinvest your dividends!

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@DividendEng Fantastic 👏

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@invest99monthy Yes you will get charged fx fees for both buying and selling

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@DividendEng Same here! All the reservoirs around there are gorgeous

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@TheValueFind3rr Thanks!

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

@CB__75 That’s great! I was thinking about opening a sipp soon, would you recommend Freetrade?

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

If you want more of this content make sure you follow me.

Likes and Retweets would be very much appreciated as this took a long time :)

[The Investor Kid 🇬🇧 @TheInvestor_Kid]

Summary

Every ISA provider that has been mentioned has their own selling points and is up to you to decide who you use.

*Honourable mentions: Hargreaves Lansdown, AJ Bell, Interactive Investor*

Below is a comparison between each of them 👇