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Should I sell my S&P 500?? ££

@hannahbevington

39.9K followers · usually 10.1K views a post

Views

64.5K

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905

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Why it worked

The post taps into a common dilemma for investors: the emotional attachment to early investments versus rational portfolio management. By posing a relatable question and sharing personal details, the creator encourages engagement and discussion.

Summary

The creator questions whether to sell their S&P 500 investment, which was their first, to fully invest in the FTSE All-World. They acknowledge the overlap between the two and the potential for greater global diversification with the FTSE All-World, ultimately asking for viewer opinions.

Structure

1Questioning selling S&P 500 for FTSE All-World
2Explaining emotional attachment to S&P 500
3Acknowledging overlap and diversification benefits of FTSE All-World
4Asking for viewer opinions on the investment decision
5Encouraging follows for more investing thoughts

Product placement

The creator discusses their investments in the S&P 500 and FTSE All-World, showing account values and platform details for Vanguard and Trading 212. The S&P 500 is presented as their first investment, while the FTSE All-World is considered for greater diversification.

Call to action

Follow for more honest investing thoughts and real life lessons along the way!!

On-screen text

Should I sell my S&P 500?? ££ (I have £38.5K invested here)!! Lately, I have been questioning whether I should sell my S&P 500 and go all in on my FTSE All-World. Account value £38,583.72 Return since account opened +£12,469.72 Personal rate of return +89.47% Platform - Vanguard Account - Stocks and Shares ISA Fund - S&P 500 UCITS ETF - (VUAG) A STOCKS ISA v ACCOUNT VALUE £26,894.40 TOTAL RETURN +£3,972.26 RATE OF RETURN +17.5% Platform - Trading 212 Account - Stocks & Share ISA Fund - Vanguard FTSE All World (Acc) When investing, your capital is at risk. Past performance is no guarantee of future results. This information is not investment advice. Do your own research. A friend recently asked me why I have holdings in both, and tbh my response was pretty emotional... Which was, my S&P was my first investment back when I was 22 years old (now 26), and I'm kinda scared to sell it?! But he went on to tell me I currently have a lot of overlap by having holdings in both, as the FTSE All-World is 60% made up of the S&P 500 anyway? Not to mention, you're more globally diversified with the FTSE All-World than the S&P 500, logically making it less risky?? SO should I just sell my S&P 500 and go all in with the FTSE All World or just keep my S&P as is - what do you think?!! and follow for more honest investing thoughts and real life lessons along the way!! <33 (I overshare a lot :))

Original caption

A friend asked me recently why I have holdings in both the S&P 500 and the FTSE All-World, because the All-World is around 60% made up of the S&P, so you basically just have some major overlap!! Completely fair question, but to be honest, my answer was really emotional in the sense that my S&P was my first investment back in 2022, and I just don’t want to sell it!! And I think that’s ok??? I’m going to keep it as it is and instead just invest into my FTSE All-World. I think that’s fair, right?? #investing #isa #PersonalFinance