Wilson Lim @limwilson: "📈 Week 3 of January..."

United Kingdom

📈 Week 3 of January – Investment Summary 👉 All the stocks I hold in my other portfolios mirror my eToro portfolio apart from VUAG and cryptocurrencies — so performance and strategy remain consistent across platforms. Portfolio return for the third week of January: +£1,181.92 Cumulative return: ~£35,184.60 (+43.44%) I also transferred £2,071.33 from my Cash ISA into my Stocks & Shares ISA, keeping more “dry powder” ready for future opportunities. Current total portfolio size: £116,184.18. I’ve fully exited VUSA and reallocated everything into VUAG. Fundamentally, both ETFs track the same underlying holdings; the key difference is that VUSA pays out cash dividends, while VUAG automatically reinvests dividends. With the UK dividend tax rate for higher-rate taxpayers increasing to 35.75% from April 2026, holding VUSA would trigger annual dividend tax. Consolidating into VUAG is therefore more tax-efficient for my situation, which is why I made this adjustment. During the recent pullback, I also added small positions to several core long-term holdings: Apple, Microsoft, Meta, and UnitedHealth. 📊 Account Performance • Trading 212 ISA: +£395.07 • Trading 212 Invest: +£12.81 • eToro: +£294.96 • Kraken: +£479.08 Total: +£1,181.92 💰 Current Overview • Portfolio size: £116,184.18 • Cumulative return: £35,184.60 (+43.44%) I remain confident in my long-term investment strategy — focusing on quality stocks, disciplined averaging, and patience through volatility. 📊 Picture 1: delta by etoro- investment portfolio tracker $AAPL (Apple) $GOOG (Alphabet) $TSLA (Tesla Motors, Inc.) $NVDA (NVIDIA Corporation) $AMD (Advanced Micro Devices Inc)

Not investment advice. The author may have financial interests in the mentioned instruments.