Performance

[Jason Knowles]

Had a good month, thanks all

[mikeiow]

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

[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.

[Gallons Per Mile]

Fantastic performance, long may it continue!

[mikeiow]

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

Anyone else wondering that?

[Jason Knowles]

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

[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.

[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.

[Slow Horses]

@Adam-Kay What does Final Index mean?

[Adam Kay]

Hi

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

[mikeiow]

@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.