Portfolio Rebalancing in Action | UK Investor Diary скачать в хорошем качестве

Portfolio Rebalancing in Action | UK Investor Diary

IIn this video, I'm sharing my personal finance journey, focusing on my investing in the stock market. My aim is to achieve financial freedom through careful money management and strategic investment choices. I also discuss my dividend portfolio, which includes various etf holdings, all contributing to my wealth building goals. Real‑money, rule‑based investing diary from a UK personal finance, investing. In this video I walk through my actual portfolio, live positions and recent trades – no stock tips, no hype, just transparent investing with skin in the game. I use an AI assistant to research multiple stocks, ETFs and ideas for each bucket, then ask follow‑up questions and narrow them down before choosing what best fits my written Investment Policy Statement (IPS), risk tolerance and goals. The assistant helps me explore more options, but every final decision is mine and must pass my own rules, not the AI. ​ You’ll see my bucket structure (core holdings, income/dividends, speculative punts), the “Naughty Step” protocol for losing positions, and how I handle drawdowns, position sizing, rebalancing and portfolio maintenance in real time. I focus on long‑term portfolio building, capital preservation, risk management, trading psychology and learning from both winners and losers. This channel is for viewers who want honest, down‑to‑earth content on UK investing, dividends, income investing, stock picking, value and growth names, small punts and strict sell rules – not a get‑rich‑quick scheme. If you like transparent real‑money investing diaries, raw screen‑shares and clear written rules, you might find this useful. Disclaimer: I am not a financial adviser and this is not financial advice, stock recommendations or personalised guidance. This content is for education, documentation and entertainment only; always do your own research and make decisions based on your own situation and professional advice where needed. Full investing rulebook (how I size positions, risks I will/won’t take, and when I sell): https://1drv.ms/w/c/64612360d0eeaea2/...