About the Own The World Pie
A stock portfolio comprised of 50 stocks allocated at 2% of the portfolio.
This Trading212 pie is based on 5 companies from 10 different sectors.
The sectors include:
Finance, Real Estate, Consumer Cyclical, Consumer Defensive, Utilities, Energy, Technology, Services, Industrial and materials.
It is a mixture of well known companies and others which have good fundamentals which are lesser known.
The Average Annual Return (ARR) over the last 5 years for the pie is 11.61%.
Here you can check out the valuation sheet for the Own The World Pie. You can find information about the 50 stocks held within the portfolio such as its dividend yield, Seeking Alpha Quants & a snap shot of the portfolio.
Minimum Investment
£500 is the suggested minimum investment into the pie. This means that you will receive at least £0.01 from each company held within the pie.
Anything less than £500 would result in you not receiving some dividends due to the sum being so low.
Dividends
All the holdings within the pie are dividend payers which means investing into the pie creates a constant stream of dividend , if invested the minimum, can expect 208 dividend payments.
The pie is a mixture of mature dividend-paying companies & companies that have low current yields but are growing.
As a result, the dividend yield of the pie is around 2.7%.
The yield of the pie changes depending on when you started investing and your strategy for investing more money into the pie.
Q&A
Is my pie linked?
If you go onto your pie, and into holdings, it should say at the top whether or not the pie is linked to the owner. Make sure your pie is linked to have an up to date pie.
How to invest your money? Custom, Self-balancing or By targets?
This is a personal decision, there are general suggestions but as per peoples finances, not all suggestions fulfil the situations needs.
- I typically ignore the custom option as its over complicated.
- Self-balancing is better when you’ve first started and the portfolio is being built up.
- By targets is the one I prefer when your portfolio size changes slightly to new capital being invested.
How long does it take to get a dividend?
There are 4 relevant dates Declaration, Ex-dividend date, Record Date & Payment Date. When you invest into the pie you will need to wait until the future ex-dividend payments for each of the holdings to qualify for the dividends.
Dividends aren’t paid out immediately after purchase.
You can get weekly updates of the upcoming Ex-Dividend dates by signing up to my weekly email here.
Start Investing with the Own The World pie – On Trading212
This is a quality pie that uses a holistic approach to investing. The diversity of the portfolio allows us to take advantage of a shifting market whilst also receiving a dividend cashflow.
The Money Mind Shift 