Nen2319 wrote:... what would your portfolio look like??
Not sure what relevance the question is, particularly on "How Do I Invest" (and yes the lack of a ? really annoys me), as that suggests the answer is some kind of guide to assist how someone else would/should do it. I can almost guarantee my attitude to risk and investment will be different to you (or anyone).
However it would likely be invested in a combination of high ROCE companies whose management and history/culture I could evidence and trust, and contrarian plays I would hope to experience large increases in market valuation. I would care only about Total Return. I would only consider (natural) yield as the earnings yield, preferably a cash measured one too.
I would expect that to be invested in 1 -2 companies only, based on what £100k would represent as part of my investment portfolio. If more helpful (but not specifically relevant to me) I would be invested across 10 - 30 companies, so if this £100k represented my entire portfolio, probably 10 companies in this ISA as a compromise between adequate diversification, and reducing the "fees" of investing/trading.
I would expect to lose money on 2-3 of those, perhaps as much as 100%, match the market on 2 - 3, and make significant gains on 2 - 3, maybe multibagging. All depending on the measured time frame of course.