I’ve been experimenting with pies and absolutely love this feature as it mixes all sorts of great investing strategies together including fractional investing, diversification, auto investing / pound cost averaging and the ability to create “portfolios” or “themes”.
The only real downsides for me personally are that:
a) It would be nice to keep individual investments separate to piece rather than them all becoming mixed under the “investments” tab
b) A useful feature would be to add existing investments into a pie. The only way I could do this was to add to my watchlist and then add to a pie from there
c) It would be great to be able to get backtest data or performance history data based on a specified date range, as well as seeing the performance of individual components within the pie
At the moment, I’ve created four pies (basically what I would consider to be themes) based on my personal interests and experiences in investing in individual stocks and it will be interesting to see how they each perform:
Electric Vehicles (EV) & Auto Tech - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqiLwCBMY72 - I searched long and hard for a suitable ETF and while a few keep getting mentioned like CRIV and iDRV I couldn’t access these on the platforms I use. So I came up with this selection, which ranges from popular EV manufacturers like Tesla and Nio to battery and component stocks. They’ve performed very well individually and the great thing about this pie is that I can re-adjust the weightings when needed. Currently Tesla and Plug Power are very prominent due to current growth but it won’t last forever.
Low P/E or Potential Value Opportunities - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqrLLyOufQJ - This is a collection of stocks (mainly British companies) that saw a massive drop due to Covid, Brexit or other factors. They all still have low share prices compared to their historic average and I expect to see substantial growth as the world returns to normal.
5G and Semiconductors - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqrMHRqMirC. I follow Fool.com who were heavily promoting 5G stocks but I didn’t want to pay for a subscription. I did my own research and this is a collection of stocks I have been investing in for around 1 year and they’ve all seen excellent growth.
Medical Cannabis - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqrLLudtBWN - I believe this is an up-and-coming industry with massive potential health benefits and likely to explode as governments around the world follow Canada.
My nextt steps are to create pies for Solar/Green and Hydrogen. I’m also planning to create pies for my children as it’s an excellent way to establish an investment “portfolio” designed specifically for them and their personal interests.
It would be great to get feedback on the pies I’ve devised above and my feature requests.