Performance
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Hi Steve,
Yes Tech and Lifestyle are both at all-time-highs +34.31%/21.9% YTD. And whilst the upward momentum was bringing many stocks back in line with their business performance, the pace and gradient of the ascension is quite something. It's a case study in not trying to time the market.
Volatility is still in play as investors will profit-take and ponder their next move(traders) but I want to say that unlike many listed assets, we are not running sky high multiples, the AMDs at 60 fwd, the Palantirs, Crowdstrike types (PEs to the moon) imo these are the bubbles.
Our average PE is probably 20 and that matters imo. Nvidia report next Wednesday and I have no doubt their numbers will be very strong.
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From my 'this year low' at the end of March it's been incredible!
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Another nice little bump today too, you often hear about people celebrating when their investments outperform their earnings in a set month, but it comes to something when your investments outperform your yearly salary in a set month. Obviously they'd dropped a little in March/Early April and have since rallied significantly, but has made for an interesting period.
@SteveRutter said in Performance:
... it comes to something when your investments outperform your yearly salary in a set month.
That happens to me very regularly. Perhaps it's because I don't have a salary ....
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Another nice little bump today too, you often hear about people celebrating when their investments outperform their earnings in a set month, but it comes to something when your investments outperform your yearly salary in a set month. Obviously they'd dropped a little in March/Early April and have since rallied significantly, but has made for an interesting period.
@SteveRutter Yes. I've just splashed out on 21 days around Europe. First Class trains where available and 4/5 star hotels. The growth from the last seven days has paid for it - as long as the growth remains!
And I moved the twice the necessary funds from PHT to MM before the latest spirt.
I'll make a withdrawal before the move to Winter-what-nots so I can save £1.25 - every little helps!
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Yeah, an ok month I suppose.
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Yeah, an ok month I suppose.
and thanks Rodders
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Had a good month, thanks all
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Fantastic performance, long may it continue!
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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.
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I have just taken a little bit of profit out of tech and moved it to a slightly less risky portfolio.
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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.
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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.
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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.
@Adam-Kay What does Final Index mean?
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Hi
OK better term 'Current Index'.
starting price 100(inception)
Current price 408.45 -
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.
@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.
