My Own Research Investment Portfolio Research

Selections based on my own research using Morning Star and TrustNet amongst other sources.

Portfolio Opening Value

£25,000.00

Current Value

£25,109.02

Gain / Loss

+£109.02

+0.44%

Holdings

Since 12 May 2026

Portfolio Brief

Built as a self-directed research strategy with manual conviction-led picks.

Risk level: Adventurous (4.6/7).

Why: Most money sits in Risk 3 assets. The blend sets the overall score.

Top positions: Vanguard Global Bond Index Fund, Fidelity Index US Fund, Vanguard UK Gilt UCITS ETF.

Main asset type: OEIC.

Portfolio age: 4 days.

Performance Over Time (% gain/loss)

Allocation by Type

Risk Distribution (SRRI 1-7) Overall portfolio risk: 4.6 / 7 - Med-High

Risk 2 - Low

£3,250.00 13%

Risk 3 - Low-Med

£8,750.00 35%

Risk 4 - Medium

£1,250.00 5%

Risk 5 - Med-High

£1,100.00 4%

Risk 6 - High

£2,150.00 9%

Risk 7 - Very High

£8,500.00 34%

Holdings

Name	Type	Risk	Invested	Current	Gain/Loss	Return	Weight	Last Update
Vanguard Global Bond Index Fund 0P0000KM24.L YF	OEIC	3 · Low-Med	£8,750.00	£8,711.87	-£38.13	-0.44%	35.0%	16 May
Fidelity Index US Fund 0P000125KU.L YF	OEIC	7 · Very High	£5,500.00	£5,578.47	+£78.47	+1.43%	22.0%	16 May
Vanguard UK Gilt UCITS ETF VGOV.L YF	ETF	2 · Low	£2,250.00	£2,229.77	-£20.23	-0.90%	9.0%	16 May
BlackRock European Dynamic Fund BRED.F YF	Unit Trust	7 · Very High	£1,500.00	£1,524.80	+£24.80	+1.65%	6.0%	15 May
Rathbone Ethical Bond Fund 0P0000VDY8.L YF	Unit Trust	4 · Medium	£1,250.00	£1,245.45	-£4.55	-0.36%	5.0%	16 May
Royal London Index Linked Fund 0P0000YT4W.L YF	OEIC	2 · Low	£1,000.00	£993.24	-£6.76	-0.68%	4.0%	16 May
Baillie Gifford Japanese Fund 0P00000QWA.L YF	OEIC	7 · Very High	£750.00	£750.96	+£0.96	+0.13%	3.0%	16 May
JPM Emerging Markets Equity Fund 0P000013TQ.L YF	OEIC	7 · Very High	£750.00	£767.29	+£17.29	+2.31%	3.0%	16 May
Barclays PLC BARC.L YF	Stock	6 · High	£550.00	£536.74	-£13.26	-2.41%	2.2%	16 May
Shell PLC SHEL.L YF	Stock	6 · High	£550.00	£561.59	+£11.59	+2.11%	2.2%	16 May
Greggs PLC GRG.L YF	Stock	6 · High	£550.00	£579.36	+£29.36	+5.34%	2.2%	16 May
ASOS PLC ASC.L YF	Stock	5 · Med-High	£550.00	£580.49	+£30.49	+5.54%	2.2%	16 May
Vodafone Group VOD.L YF	Stock	5 · Med-High	£550.00	£544.35	-£5.65	-1.03%	2.2%	16 May
Stewart Investors Asia Pac Leaders 0P00000H6Q.L YF	OEIC	6 · High	£500.00	£504.63	+£4.63	+0.93%	2.0%	16 May
Total			£25,000.00	£25,109.02	+£109.02	+0.44%