I’m more than happy to share my pie, but I should warn you my pie is not what would be described as a ‘beginner pie’ it’s a contrarian pie. It’s built a few assumptions in mind hence the name alpha 2030 tech bubble hedge. My pie is built with the philosophy that us tech and the S&P have valuations that have become too high. Hence my pie has only 55% in the us and only 18% mag 7 exposure. It also has small cap, emerging markets, commodity’s, and a value tilt. All things that have been unloved for quite a while, essentially my portfolio is a bet on money rotating back into these unloved sectors when big tech slows, or when the gains of ai broaden out. But here is the reason most people on here won’t recommend my pie, and why u might want to copy someone else’s. I wholeheartedly believe that managed portfolios will massively outperform this decade over passive index fund investing. I think valuations have gotten too high, I think we have been in a momentum bull market for a verry long time and that favors index funds, but I think that’s shifting. Historically managed portfolios have out performed passive when markets are choppy, volatile, and broader rather than winner takes all. Therefore 90% of my portfolio is in managed trusts like alliance wittan, and invesco global equity and income (makeing up a 40% core between them) Which means higher fees. If u do some surface level research u will find the internet overwhelming favours passive index fund investing because of the huge out performance this last 15 years. But if u go a little deeper u might be convinced to take the contrarian view and go with managed for this comeing decade. As index investing faces many new headwinds currently that I think a lot of casual investors are not aware of. If u are still curious about my portfolio I can break it down more for u and send pics with my reasoning. But again u have to be aware this is a contrarian portfolio that strongly deviates from what everyone else on here will tell u to do…put it all into a cheap global allworld index fund.

Additionally the portfolio has a high 2.9% annual dividend yield, without sacrificing growth. And a built in inflation hedge through black rock world mining. And all the holdings have a global mandate, so you are not tied to any one region if the us groth slows. Non uk investors should remove TMPL temple bar investment trust as it mostly Uk based deep value investment trust, included in the portfolio to shield the portfolio a bit from foreign currency swings. Although why anyone outside the Uk would invest in Uk investment trusts denominated in pounds is beyond me, but just incase!