My £1m+ Investment Portfolio Update - Continued Gains? (July 2026)
See my full July 2026 Investment portfolio update, tracking total investment performance across my Aviva, Trading 212, and Vanguard accounts. Get a clear breakdown of year-to-date returns, monthly growth, and my current asset allocation strategy. This month I’m including my individual Company investments. This update is for investors looking to analyse real portfolio performance data. I cover exactly how my investment portfolio is split between funds, ETFs, and individual company shares. You will see the impact of my latest monthly contributions and the income generated across different platforms, including Invest Engine, Trading212 and Vanguard. By reviewing my specific allocation and performance metrics, you can compare your own strategy against these figures to see how different platforms are performing in the current market. I break down the numbers to show you the reality of my gains and losses for the month, helping you understand where my capital is working hardest. Video Chapters (Timestamps) 0:00 - Introduction & Net Value Return Policy 0:38 - Total Portfolio Value & High-Level Returns 1:32 - Platform Breakdown: Trading 212 (ISA & GIA) 2:45 - Hitting the £1 Million Milestone on Trading 212 3:11 - Platform Breakdown: Invest Engine S&P 500 Position 4:00 - Platform Breakdown: Vanguard Legacy Core Holdings 4:46 - Aviva Pension: MSCI All World Allocation 5:32 - Asset Allocation: Funds vs. Single Shares 6:41 - New Contributions & Salary Sacrifice Details 7:13 - Monthly Dividend Income & The Rolls-Royce Yield 8:13 - Trading 212 Portfolio Deep Dive: Single Share Breakdown 9:54 - Capital Gains Tax (CGT) Higher-Rate Exposure Risk 10:32 - Dividend History, Best & Worst Performers 11:55 - Performance Since January 2023 12:57 - Summary & How to Share Your Portfolio Feedback Subscribe for monthly investment portfolio updates and detailed breakdowns of my financial progress. Comment below to share how your own portfolio performed throughout July. Disclaimer: I am not a financial advisor. The content in this video is strictly for educational and entertainment purposes, sharing the personal frameworks and data tracking models of my independent journey. Always do your own thorough research and consult with a qualified professional before making any financial or asset allocation decisions.

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