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  3. PHT 20% drop

PHT 20% drop

Scheduled Pinned Locked Moved Investments and Portfolios
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  • A Offline
    A Offline
    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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    • S Offline
      S Offline
      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
        A Offline
        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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          S Offline
          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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          • A Offline
            A Offline
            Adam Kay
            Global Moderator
            wrote on last edited by
            #6

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

            S 1 Reply Last reply
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            • A Adam Kay

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

              S Offline
              S Offline
              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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              • A Offline
                A Offline
                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
                  M Offline
                  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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                  • S Offline
                    S Offline
                    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
                      A Offline
                      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.

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