Performance
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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 -
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.
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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.
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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!
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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.
