Repositioning

Made some changes to my dollar cost averaging SIPP this weekend.

I was 65% S&P500 through Vanguard and 35% Nasdaq through Fidelity.

Fidelity fees are expensive.

Charging over 1% where as Vanguard are charging me 0.1%.

Swapped out the Vanguard Tech fund for iShares S&P 500 Technology ETF which reduces my fees from 1.04% to 0.15%.

Re adjusted my weightings:

Vanguard US Equity Index – 40%

iShares S&P 500 Information Technology Sector ETF – 40%

VanEck Video Gaming Esports ETF – 10%

WisdomTree Artificial Intelligence ETF – 10%

Outright stock holdings in my SIPP are:

AVAV
BABA
AMGN
AAPL
BYND
DEACU
HACK
FB
FSLR
BOTZ
GWPH
MEDP
Mobileye – Bought out
MYGN
NIO
OSTK
PANW
PYPL
SEDG
SQ
TCEHY
TLRY
TWLO
TWTR
SPCE

Uncategorized

<span>%d</span> bloggers like this: