Please remember, investment value can go up or down and you could get back less than you invest. The value of international investments may be affected by currency fluctuations which might reduce their value in sterling.
Which assets do you personally invest in across your ii accounts?
UK large company shares, funds, investment trusts.
Which are your top five holdings (in terms of % weighting) across your ii accounts?
- Legal & General Group (LSE:LGEN)
- CQS New City High Yield (LSE:NCYF)
- Henderson High Income (LSE:HHI)
- City of London (LSE:CTY)
- M&G (LSE:MNG)
How regularly do you monitor your portfolio?
Monthly.
What are your investing goals?
Retirement.
What was your first investment, and what started you on your investment journey?
Did you find it easy to start investing?
Yes.
What has been your best investment to date?
What has been your worst investment to date?
Taylor Wimpey (LSE:TW.). Sold due to market conditions and a dividend cut at a loss.
Do you have any investing tips?
Operate within your levels of risk and be mindful of your end goal.
Free investing for your friends and family
You can gift up to 5 people a free subscription to ii. Simply add them to your plan and their monthly cost is zero.
Each member can invest up to £50,000 in an ISA or a general investing account.
With free regular investing, they’ll pay no investing fees. And they’ll pay our normal investing fees if they want to buy and sell investments. Terms apply.
These customer stories are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.