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Performance

Scheduled Pinned Locked Moved Investments and Portfolios
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  • S SteveRutter

    Another nice little bump today too, you often hear about people celebrating when their investments outperform their earnings in a set month, but it comes to something when your investments outperform your yearly salary in a set month. Obviously they'd dropped a little in March/Early April and have since rallied significantly, but has made for an interesting period.

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    2BToo
    wrote last edited by
    #15

    @SteveRutter said in Performance:

    ... it comes to something when your investments outperform your yearly salary in a set month.

    That happens to me very regularly. Perhaps it's because I don't have a salary .... 😧

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    • S SteveRutter

      Another nice little bump today too, you often hear about people celebrating when their investments outperform their earnings in a set month, but it comes to something when your investments outperform your yearly salary in a set month. Obviously they'd dropped a little in March/Early April and have since rallied significantly, but has made for an interesting period.

      S Offline
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      SiriAlexaAl
      wrote last edited by
      #16

      @SteveRutter Yes. I've just splashed out on 21 days around Europe. First Class trains where available and 4/5 star hotels. The growth from the last seven days has paid for it - as long as the growth remains!

      And I moved the twice the necessary funds from PHT to MM before the latest spirt.

      I'll make a withdrawal before the move to Winter-what-nots so I can save £1.25 - every little helps!

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      • R Offline
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        Rodders
        wrote last edited by
        #17

        What a week! Compliments to all concerned.. 😉

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          Renmure Jim
          wrote last edited by
          #18

          Yeah, an ok month I suppose.

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          • R Renmure Jim

            Yeah, an ok month I suppose.

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            Adam Kay
            Global Moderator
            wrote last edited by Adam Kay
            #19

            @Renmure-Jim 😂

            and thanks Rodders

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            • J Offline
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              Jason Knowles
              wrote last edited by
              #20

              Had a good month, thanks all

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                mikeiow
                wrote last edited by
                #21

                Yup: an amazing performance of late: well done to Adam and any others in control 🙏

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                  Cappo
                  wrote last edited by
                  #22

                  Unless my maths lessons are failing me (ok, it was a long time ago!), I’m up something like 28% since 30th March. Two months. Amazing work, thanks guys.

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                    Gallons Per Mile
                    wrote last edited by
                    #23

                    Fantastic performance, long may it continue!

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                    • C Cappo

                      Unless my maths lessons are failing me (ok, it was a long time ago!), I’m up something like 28% since 30th March. Two months. Amazing work, thanks guys.

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                      mikeiow
                      wrote last edited by
                      #24

                      @Cappo it does beg the question “is now a good time to lock in some of those crazy gains?”…..

                      Anyone else wondering that?

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                        Jason Knowles
                        wrote last edited by
                        #25

                        I have just taken a little bit of profit out of tech and moved it to a slightly less risky portfolio.

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                          Gallons Per Mile
                          wrote last edited by
                          #26

                          That would be trading, not investing. If you don't need the money then let it run and trust the periodic rebalancing that happens to the portfolios.

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                            Adam Kay
                            Global Moderator
                            wrote last edited by Adam Kay
                            #27

                            From inception which is 4 years 1.5 months. Past performance is no indication of future returns. Base index 100(price)

                            There may be something out there which has performed better (Im not aware of it)-by any measure the results have been 'elite'. Congratulations to all who invested.

                            Screenshot 2026-05-31 at 09.05.28.png

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                            • A Adam Kay

                              From inception which is 4 years 1.5 months. Past performance is no indication of future returns. Base index 100(price)

                              There may be something out there which has performed better (Im not aware of it)-by any measure the results have been 'elite'. Congratulations to all who invested.

                              Screenshot 2026-05-31 at 09.05.28.png

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                              Slow Horses
                              wrote last edited by
                              #28

                              @Adam-Kay What does Final Index mean?

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                                Adam Kay
                                Global Moderator
                                wrote last edited by
                                #29

                                Hi

                                OK better term 'Current Index'.
                                starting price 100(inception)
                                Current price 408.45

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                                • G Gallons Per Mile

                                  That would be trading, not investing. If you don't need the money then let it run and trust the periodic rebalancing that happens to the portfolios.

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                                  mikeiow
                                  wrote last edited by
                                  #30

                                  @Gallons-Per-Mile said in Performance:

                                  That would be trading, not investing. If you don't need the money then let it run and trust the periodic rebalancing that happens to the portfolios.

                                  I get what you mean...
                                  .....although as someone who spent a couple of decades in a US tech 'unicorn', I was also given some advice by a wise man who said "it's worth taking 10% of your ESPP just in case" 🤷‍♂️

                                  Would I have been better leaving it all untouched?

                                  Sure, for most time periods chosen....but having a little to one side was not a bad call, and enables other random things (experiences/goods) to be done that might not have been on the radar at precisely the moment I sold....

                                  I make a point of never looking back with a "what-if" mentality.

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                                  The value of your investments can go down as well as up, and you may get back less than you invested.

                                  Cobens is a trading name of Cobens Group Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 05850981 at https://register.fca.org.uk .

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