One of my main means of investment is via ETFs, funds and index trackers with the Fidelity Platform (in the UK).  The following table presents the performance of the funds I held during the month of December (sorted in order of performance over the month):

 - Those highlighted in green are the top 5 performing funds I've held over the month

 - Those highlighted in yellow are the top 5 earning funds I've held over the previous month

 - Those highlighted in blue are the top 5 earning funds I've held (all time - noting I only started investing with Fidelity in May 2021)

 The following table shows the funds sorted by total change since I've held them, along with the number of days held.

The following table shows the performance of the FTSE100, NASDAQ and S&P500 over the month to provide some additional context:

Monthly Summary

So Dec was quite a month ! The stock markets did ok, although my own portfolio didnt quite do as well - I had an overall gain of 0.77% in the month, which is still 9.39% as an equivalent APR - which I'm happy with, but thats lower than the gains the noted stock markets had.

The biggest impact to me was that I have a lot of tech holding, and they didnt fair so well.  As per the top table you can see that my top 5 performing holdings in Nov 21 were in my bottom 6 in Dec 21 - so quite a reversal !  I guess this tells me that maybe I'm a bit over exposed to tech stocks.  And its worth noting that as of the 8th of Jan - my tech holdings have continued to take a kicking - but I'm very confident they'll improve.  With long term investing its always the case that you just have to hold on and ride out the bumps in the road.  

There was a little change in ranks when looking at all time performance, but importantly all of them are now positive, noting that that was not the case in Nov 21.

I also got a surprise dividend in the month from EQQQ - a whopping £1.85 (~$2.50).  Most of my holdings are growth focused and they reinvest any dividends back into the fund with the exception of SCMIZ which is intentionally focused to provide a dividend income, hence the surprise (I did not expect to get any dividends from EQQQ).  The ex-div date for SCMIZ was at the end of Dec, so I'm looking forward to getting a quarterly pay out from it at the end of Jan - it usually performs at around 7% annually, of which I use to pay my fidelity fees, and to then reinvest anything else left.  I increased my holding of SCMIZ quite a lot in Dec just before the ex-div date, so I should get a decent payout at the end of Jan.

Going Forward

I'll continue to hold all of my existing funds - I would like to explore some new ones, but I wont have more funds to invest properly until around April or May, so that will have to wait for a while.

Noting that many of my funds are growth based and dont pay dividends that I can reinvest to increase the number of units I hold, I'm considering to focus on SCMIZ a little more and build that up further - which will then give additional income to allow increasing holdings in other funds. 

Although I guess I did get taught a lesson about being overexposed in one area (tech stocks) I'm still struggling to see past them because when you look at tech stock indexes over extended periods they always seem to perform exceptionally (compared to other sectors). 

I hope this was useful - I'm always looking for tips on good funds and ETFs with Fidelity UK - so if you have any please drop them in the comments.  

Reminder: Please do your own due diligence and research and make your own mind up - I dont know it all !

Links:

Investing with Fidelity International - this link might be for those based in the UK only.