<![CDATA[Performance]]>A few portfolio returns to 13 May 26. Past performance is no indication of future returns. All figures are net(after) fees:

Cobens Technology +31.2%
Lifestyle +19.5%
Optimum GG +8.7%
Index 100 +8.94%
Equity +4.2%

Fundsmith -6.91
Nest Sharia +6.86
ARK Innovation +1.92 (5 year -ve 8.75%!) Staggering under performance
FTSE +3.76

]]>https://forum.cobensdirect.co.uk/topic/153/performanceRSS for NodeThu, 14 May 2026 12:09:55 GMTThu, 14 May 2026 04:25:23 GMT60<![CDATA[Reply to Performance on Thu, 14 May 2026 09:48:12 GMT]]>Hi C,

Nice to hear from you. I'm happy to generally discuss our main holdings but we don't publish everything. The historical performance being what it is.

]]>https://forum.cobensdirect.co.uk/post/2504https://forum.cobensdirect.co.uk/post/2504Thu, 14 May 2026 09:48:12 GMT<![CDATA[Reply to Performance on Thu, 14 May 2026 08:39:40 GMT]]>Well done Adam and team! I really appreciate your updates and insights and do read them even if I may not reply much on this forum. Do you still publish a full list stocks that are included in the tech portfolio?

Cheers!

]]>https://forum.cobensdirect.co.uk/post/2503https://forum.cobensdirect.co.uk/post/2503Thu, 14 May 2026 08:39:40 GMT<![CDATA[Reply to Performance on Thu, 14 May 2026 08:27:56 GMT]]>Fantastic results 🙂

]]>https://forum.cobensdirect.co.uk/post/2502https://forum.cobensdirect.co.uk/post/2502Thu, 14 May 2026 08:27:56 GMT<![CDATA[Reply to Performance on Thu, 14 May 2026 07:50:54 GMT]]>YTD 😜
That is astonishingly good: well done 💪

]]>https://forum.cobensdirect.co.uk/post/2500https://forum.cobensdirect.co.uk/post/2500Thu, 14 May 2026 07:50:54 GMT<![CDATA[Reply to Performance on Thu, 14 May 2026 07:40:08 GMT]]>The returns posted above are indeed YTD. The 1 year on tech is 108%

In regards the next 12 months, no one knows what the score board will say. I am highly confident that the businesses we discuss here will be doing better then than they are now. Over time, growth translates to higher valuations. You only need to look at any number of stocks on 30 March cf today-what has changed? The business is almost exactly the same but investors are willing to pay, in some cases 35% and in one case 150% more, 6 weeks later.

]]>https://forum.cobensdirect.co.uk/post/2499https://forum.cobensdirect.co.uk/post/2499Thu, 14 May 2026 07:40:08 GMT<![CDATA[Reply to Performance on Thu, 14 May 2026 07:26:41 GMT]]>It is great to see, does mean that I'm sat here constantly playing with my projections and revising when I start to slow down on my pension contributions and instead start to focus more on my ISA to help bridge that gap. Obviously fully appreciating that prices can go down at any point too.

]]>https://forum.cobensdirect.co.uk/post/2498https://forum.cobensdirect.co.uk/post/2498Thu, 14 May 2026 07:26:41 GMT<![CDATA[Reply to Performance on Thu, 14 May 2026 07:19:01 GMT]]>Fantastic performance, thanks all

]]>https://forum.cobensdirect.co.uk/post/2497https://forum.cobensdirect.co.uk/post/2497Thu, 14 May 2026 07:19:01 GMT<![CDATA[Reply to Performance on Thu, 14 May 2026 07:17:24 GMT]]>12 month returns? Presumably not YTD?
Very nice!
View on the next 12? (gotta love a crystal ball 🫣)

]]>https://forum.cobensdirect.co.uk/post/2496https://forum.cobensdirect.co.uk/post/2496Thu, 14 May 2026 07:17:24 GMT<![CDATA[Reply to Performance on Thu, 14 May 2026 07:16:04 GMT]]>Great work 👏

]]>https://forum.cobensdirect.co.uk/post/2495https://forum.cobensdirect.co.uk/post/2495Thu, 14 May 2026 07:16:04 GMT