Share Portfolio 2020

[possumbility]

Come on, spill the beans, whos in it?

ASHM, AV., AZN, BA., BBY, BATS, BHP, BP., CNA, CRDA, DGE, ECM, GRG, GSK, HSBA, LLOY, NG., RDSB, SBRY, SSE, STAN, SVT, TCAP, TSCO, ULVR, UU., VOD, CME, ENT.

Best performer over the ten years is electrocomponents closely followed by greggs, croda, BHP, and entain (originally bought as ladbrokes, merged with coral taken over by gvc then renamed Entain.)
Worst performer Centrica by a mile.

 

[Rossymons]

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SIPP​

start value​

contribution​

div+interest​

div/int yield​

trading gains​

%gain on year​

end value​

ftse start​

ftse finish​

ftse dividend​

%gain/loss​

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target@7%​

Target@5%​

Target@3%​

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ftse target​

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9​

7​

5​

3​

9​

7​

5​

3​

2010​

10000​

1750​

267​

2.67​

2248​

23.34​

14265​

5299​

5900​

3.25​

14.59​

12729​

12511​

12294​

12076​

5,604​

5,498​

5,564​

5,458​

2011​

14265​

13000​

593​

4.16​

-4542​

-17.72​

23316​

5900​

5572​

3.05​

-2.51​

27459​

26842​

26233​

25634​

5,937​

5,715​

5,672​

5,455​

2012​

23316​

3000​

1012​

4.34​

3777​

19.56​

31105​

5572​

5898​

3.77​

9.62​

33066​

31826​

30620​

29448​

6,248​

5,899​

5,742​

5,413​

2013​

31105​

23000​

2034​

4.77​

7861​

23.22​

64000​

5898​

6762​

3.5​

18.15​

60077​

57859​

55726​

53676​

6,591​

6,106​

5,828​

5,386​

2014​

64000​

46750​

4868​

5.57​

-4280​

0.67​

111338​

6762​

6566​

3.5​

0.60​

114337​

110295​

106431​

102737​

6,954​

6,320​

5,916​

5,359​

2015​

111338​

45000​

6230​

3.98​

-6836​

-0.39​

155732​

6566​

6242​

3.92​

-1.01​

171653​

164591​

157878​

151495​

7,307​

6,514​

5,980​

5,310​

2016​

155732​

0​

6526​

4.19​

20789​

17.54​

183047​

6242​

7143​

3.83​

18.26​

187101​

176112​

165772​

156039​

7,685​

6,721​

6,050​

5,266​

2017​

183047​

0​

6827​

3.73​

20628​

15.00​

210502​

7143​

7688​

3.75​

11.38​

203940​

188440​

174060​

160721​

8,088​

6,939​

6,125​

5,226​

2018​

210502​

0​

8805​

4.18​

-19311​

-4.99​

199996​

7688​

6728​

4.8​

-7.69​

222295​

201631​

182763​

165542​

8,428​

7,092​

6,137​

5,132​

2019​

199996​

0​

9780​

4.89​

34013​

21.90​

243789​

6728​

7542​

4.55​

16.65​

242302​

215745​

191901​

170509​

8,803​

7,266​

6,165​

5,053​

2020​

243789​

0​

6416​

2.63​

-24339​

-7.35​

225866​

7542​

6461​

3.02​

-11.31​

264109​

230847​

201496​

175624​

9,329​

7,555​

6,287​

5,052​

2021​

225866​

-28000​

8082​

4.08​

41488​

25.05​

247436​

6461​

7385​

3.41​

17.71​

258619​

218026​

182871​

152473​

9,851​

7,826​

6,387​

5,031​

2022​

247436​

0​

​

​

​

​

264757​

​

​

​

​

281894​

233288​

192015​

157047​

10,737​

8,374​

6,706​

5,182​

2023​

264757​

0​

​

​

​

​

283289​

​

​

​

​

307265​

249618​

201616​

161758​

11,704​

8,960​

7,042​

5,337​

2024​

283289​

0​

​

​

​

​

303120​

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​

​

​

334919​

267092​

211696​

166611​

12,757​

9,587​

7,394​

5,498​

2025​

303120​

0​

​

​

​

​

324338​

​

​

​

​

365061​

285788​

222281​

171609​

13,905​

10,258​

7,764​

5,662​

2026​

324338​

​

​

​

​

​

347042​

​

​

​

​

397917​

305793​

233395​

176757​

15,157​

10,976​

8,152​

5,832​

​

​

104500​

61440​

​

71496​

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13500​

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​

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level​

16713​

12843​

9803​

7424​

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indexed​

12,335​

9,480​

7,235​

5,479​

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1k youinvest​

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2964.0158026301​

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1k ftse tracker​

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2152.865530268​

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1k @ 7%/annum​

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2409.8450001881​

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ftse tracker fund​

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2019.7954567625​

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1k @ 3%/annum​

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1468.5337134516​

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wpct​

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wood​

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801.8867924528​

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last year my portfolio returned 25%, the ftse100 18%, sack your fund managers,

Your % gains average out the same as mine on an annual basis. I'm happy as I am.

 

[Fake it ‘til you make it]

Anyone looking at/ bought Synairgen Plc (SNG)? Lots of chat about an imminent announcement on their Covid therapeutic drug, which also has asthma applications (DYOR)

 

[Pasty]

Full time pro dealers, with vast experience and no farm to distract them from the screens in front of them, and very often with additional information not available to Joe Bloggs, don’t have the success rate, amateurs boast about on online forums or down the local.

For once we agree. A few lucky wins and it's all good. About 70-80% of traders lose money but what they don't tell you is that those people lose a hell of a lot more money than the winners win.

It is possible but needs to be a career, not a sideline and there is a huge amount of psychology to understand.

 

[cattleman123]

Yes i totally agree with that statement....I have been there.....the main problem is that folks just cant stand looking at a paper loss and thats all it is unless you sell, many will tell you...myself included that the moment you sell, or shortly afterwards things normally reverse,the main thing to ask yourself is why did i invest and has anything changed...if not you just ride out the storm,its a lesson i have learnt over the years. Most...not all will return you to profit over time

 

[bobajob]

Yes i totally agree with that statement....I have been there.....the main problem is that folks just cant stand looking at a paper loss and thats all it is unless you sell, many will tell you...myself included that the moment you sell, or shortly afterwards things normally reverse,the main thing to ask yourself is why did i invest and has anything changed...if not you just ride out the storm,its a lesson i have learnt over the years. Most...not all will return you to profit over time

Arcm, is looking more promising, I think! . Thanks for the tip @cattleman123

 

[Still Farming]

 

[MrNoo]

Was ideal time to buy!! I bought a load 3pm yesterday and it's up 9.41% already. Seems wrong to make money from other's suffering.

 

[Bwcho]

Historically, wars have been good for financial markets. Markets are already recovering on the back of the mild sanctions imposed so far.

Buy the confusion. RR and SSE have made me a nice profit over the past 48hrs. BARC and LLOY swinging the pendulum slightly back to the middle though.

 

[cattleman123]

Arcm, is looking more promising, I think! . Thanks for the tip @cattleman123

Had a few legal challenges to their licence areas...as they say when you have something good others always want it...as i am sure you know deal done with these guys now to save time with legal issues...let the majors offer now...i see 15p min here...but what do i know

 

[fgc325j]

Was ideal time to buy!! I bought a load 3pm yesterday and it's up 9.41% already. Seems wrong to make money from other's suffering.

Several old sayings could apply here - "Don't work hard, work smart" "Money's a good slave BUT a bad master" and "Make your money work for you"
All have stood the test of time.

 

[toquark]

I'm looking to set up a new S&S ISA platform. Any recommendations? I have a couple of ISAs with Vanguard which have done quite well, but I'm quite keen to self invest a little. AJ Bell seems to be reasonably priced versus its rivals, is the platform reasonably straight forward?

 

[Highland Mule]

I'm looking to set up a new S&S ISA platform. Any recommendations? I have a couple of ISAs with Vanguard which have done quite well, but I'm quite keen to self invest a little. AJ Bell seems to be reasonably priced versus its rivals, is the platform reasonably straight forward?

Timely as I set one up last night with HL after consulting a mate who is into self investing. Really easy to do, and fees shouldn't be too bad as I have picked an 'ETF' so capped at £45 a year I think, same as it would be for shares.

 

[DaveGrohl]

iWeb. Part of Lloyds group so hopefully sound enough. Trades are £5 and no monthly/quarterly charges. I’ve been with several brokers over the years (inc Interactive Investor for some of my older ISA investments currently), I wouldn’t go past iWeb. Simple and cheap, what’s not to like?

 

[Renaultman]

I'm looking to set up a new S&S ISA platform. Any recommendations? I have a couple of ISAs with Vanguard which have done quite well, but I'm quite keen to self invest a little. AJ Bell seems to be reasonably priced versus its rivals, is the platform reasonably straight forward?

I'm with A J Bell no idea what I'm doing but have found them very easy to use and understand with good support when needed.

 

[bitwrx]

I'm looking to set up a new S&S ISA platform. Any recommendations? I have a couple of ISAs with Vanguard which have done quite well, but I'm quite keen to self invest a little. AJ Bell seems to be reasonably priced versus its rivals, is the platform reasonably straight forward?

I have a bit in a Fidelity ISA and some in Hargreaves Lansdowne.

Originally the fidelity was with Cavendish, but fidelity bought Cavendish out. At the time it was the cheapest multi-fund provider out there. As we know, ongoing cost is inimical to the miracle of compounding, so that was my overriding consideration. This is where all my 'investments' go. I'm 37, so it's exclusively equities via passively managed index tracking funds.

I put some money into the HL ISA in order to speculate on the price of oil. HL had some products that were not available via fidelity. Speculation on oil was going ok, until 21 Feb this year, when I took a punt that the Ukraine thing was just about to cool off, so sold the lot.

Of the two platforms, Fidelity is more user friendly, and still cheaper in terms of ongoing charge for the ISA wrapper.

 

[Foxcover]

How’s everyone doing? I’m about 10% down at the moment

 

[Still Farming]

How’s everyone doing? I’m about 10% down at the moment

Your lucky then?

 

[Foxcover]

Your lucky then?

I don’t feel it! I don’t have much exposure to US tech stocks because it’s an area I’m not really interested in, so I guess that has limited my losses.
I did stupidly buy some Evraz before Putin went on his jolly hoping that it would be a quick scrap.

 

[Northern territory]

Doing well on Union Jack Oil, rolls Royce and boohoo crap.