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  3. PHT 20% drop

PHT 20% drop

Scheduled Pinned Locked Moved Investments and Portfolios
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  • S Offline
    S Offline
    Sprouty
    wrote on last edited by Sprouty
    #1

    My JISA for my son is showing a 20% drop in PHT this last week. Is this an error, it is not reflected in any other PHT holdings I have.

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    • A Offline
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      Adam Kay
      Global Moderator
      wrote on last edited by
      #2

      Hi Sprouty,

      I have sent you an email-the portfolio did not drop. I'll take a look when you mail me back with some account details

      Regards

      Adam

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        Slow Horses
        wrote on last edited by Slow Horses
        #3

        Hi @Adam-Kay,

        Rather than start a new topic I thought I would add to this one.

        Looking back at the last 6 months (approx) for PHT, it seems there has been a slight drop overall until today.

        Is this correct?

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        • A Offline
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          Adam Kay
          Global Moderator
          wrote on last edited by
          #4

          Hi SH, If you are asking, is PHT lower than its high set in July(10th) then yes it is. It is +38% YTD

          Regards

          Adam

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          • A Adam Kay

            Hi SH, If you are asking, is PHT lower than its high set in July(10th) then yes it is. It is +38% YTD

            Regards

            Adam

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            Slow Horses
            wrote on last edited by
            #5

            @Adam-Kay problem is i dropped in a big chunk about 6 months ago lol

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              Adam Kay
              Global Moderator
              wrote on last edited by
              #6

              If it's 6 months ago then the portfolio has gained since then.

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              • A Adam Kay

                If it's 6 months ago then the portfolio has gained since then.

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                Slow Horses
                wrote on last edited by
                #7

                @Adam-Kay just to make sure my numbers are correct. From 17/5/24 to 5/11/24, i calculate a rise of about 0.9% - does this match up with your calcs?

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                  Adam Kay
                  Global Moderator
                  wrote on last edited by
                  #8

                  Hi SL,

                  Circa 0.8%. If you would like me to look at anything, please let me know and i will email you directly

                  Regards

                  Adam

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                  • M Offline
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                    mikeiow
                    wrote on last edited by
                    #9

                    Maybe shows the value of “pound cost averaging”, or making regular contributions to investments to try and smooth out the ups and downs of the market 🤷‍♂️

                    I know that the actual evidence is that something like around 2 times out of 3, you are proven to be better off dumping the big chunks in one go, but mentally I always “feel” it is generally better to filter it in 👀

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                      Slow Horses
                      wrote on last edited by
                      #10

                      Happy new year all,

                      @Adam-Kay do you have the 2024 PHT performance figures to share please?

                      Thanks

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                      • A Offline
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                        Adam Kay
                        Global Moderator
                        wrote on last edited by
                        #11

                        Hi-it was 45%

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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 a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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