Holly's Investments
I write this page not because I want people to take it as advice, or recommendations BUT because I know that you feel suspicious about people in finance. Most of you ask me where I invest. What I do with my own savings. Many of you have been burned before and assume that any pundits have an ulterior motive. Or take cash for bigging some things up.
We are fiercely independent at Boring Money. We understand that we are talking to you about your money and your life. We won’t abuse that. I was brought up by a Scottish accountant who is the most painstakingly honest ‘unsung hero’ I know. And he taught me to say what I think and be honest. So – even though you don’t know me – you have my personal promise that anything we say we like on this site – is because we do.
I also have to say that I have quite so many accounts because I test as many as I can. What does it feel like as a customer? I certainly wouldn’t suggest anyone has as many accounts as this – nightmare! I’d also observe that I invest with a long timeframe so I’m on the hardcore spicy side of the spectrum! And finally I have succumbed a touch to lockdown boredom and have been trading a few short-term things amidst all this volatility - which is high-risk and not something I would recommend to others. But hey ho.
As of November 2020 I have investments in:
Platforms and Robos (test accounts held with):
AJ Bell Youinvest
Alliance Trust Savings
Barclays Stockbrokers
Bestinvest
Charles Stanley Direct
Chelsea
Fidelity
Freetrade
Hargreaves Lansdown
HSBC
Interactive Investor
Moneybox
MoneyFarm
Multiply
Nutmeg
Santander Investment Hub
The Share Centre
Standard Life
TD Direct Investing
True Potential
Wealth Horizon
Wealthify
Wealthsimple
Willis Owen
Vanguard
Funds and Shares:
Baillie Gifford China
Baillie Gifford Global Discovery
BlackRock Frontiers Investment Trust
First Sentier Global Listed Infrastructure
Fundsmith Equity
INVESCO MARKETS III PLC - NASDAQ 100 ETF
iShares GLOBAL CLEAN ENERGY ETF
iShares plc Core FTSE 100 ETF
iShares Nasdaq US Biotechnology ETF
JPMorgan Emerging Markets Investment Trust plc
Lindsell Train Global Equity
Liontrust Sustainable Future Global Growth Fund
Schroder UK Public Private Trust Plc
Scottish Mortgage Investment Trust plc
Stewart Investors Asia Pacific Leaders Sustainability
Threadneedle China Opportunities
Unilever plc
Vanguard LifeStrategy 100% Equity
Wisdom Tree Metal Securities Limited – Physical Swiss Gold
(Just like a chef who eats baked beans at home, purists will observe that my asset allocation could be better and this portfolio will not lie on the efficient frontier and blah blah….all criticisms will probably be right and this is here for transparency rather than to show myself as God’s Gift to Investing!)