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Performance

Scheduled Pinned Locked Moved Investments and Portfolios
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  • S SteveRutter

    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.

    S Offline
    S Offline
    SiriAlexaAl
    wrote last edited by
    #16

    @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 Β£1.25 - every little helps!

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    • R Offline
      R Offline
      Rodders
      wrote last edited by
      #17

      What a week! Compliments to all concerned.. πŸ˜‰

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      • R Offline
        R Offline
        Renmure Jim
        wrote last edited by
        #18

        Yeah, an ok month I suppose.

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        • R Renmure Jim

          Yeah, an ok month I suppose.

          A Offline
          A Offline
          Adam Kay
          Global Moderator
          wrote last edited by Adam Kay
          #19

          @Renmure-Jim πŸ˜‚

          and thanks Rodders

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          • J Online
            J Online
            Jason Knowles
            wrote last edited by
            #20

            Had a good month, thanks all

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            • M Offline
              M Offline
              mikeiow
              wrote last edited by
              #21

              Yup: an amazing performance of late: well done to Adam and any others in control πŸ™

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              • C Offline
                C Offline
                Cappo
                wrote last edited by
                #22

                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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                • G Offline
                  G Offline
                  Gallons Per Mile
                  wrote last edited by
                  #23

                  Fantastic performance, long may it continue!

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                  • C Cappo

                    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.

                    M Offline
                    M Offline
                    mikeiow
                    wrote last edited by
                    #24

                    @Cappo it does beg the question β€œis now a good time to lock in some of those crazy gains?”…..

                    Anyone else wondering that?

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                    • J Online
                      J Online
                      Jason Knowles
                      wrote last edited by
                      #25

                      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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                      • G Offline
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                        Gallons Per Mile
                        wrote last edited by
                        #26

                        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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                        • A Offline
                          A Offline
                          Adam Kay
                          Global Moderator
                          wrote last edited by Adam Kay
                          #27

                          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.

                          Screenshot 2026-05-31 at 09.05.28.png

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                          • A Adam Kay

                            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.

                            Screenshot 2026-05-31 at 09.05.28.png

                            S Offline
                            S Offline
                            Slow Horses
                            wrote last edited by
                            #28

                            @Adam-Kay What does Final Index mean?

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                            • A Offline
                              A Offline
                              Adam Kay
                              Global Moderator
                              wrote last edited by
                              #29

                              Hi

                              OK better term 'Current Index'.
                              starting price 100(inception)
                              Current price 408.45

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                              • G Gallons Per Mile

                                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.

                                M Offline
                                M Offline
                                mikeiow
                                wrote last edited by
                                #30

                                @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" πŸ€·β€β™‚οΈ

                                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.

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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 is a trading name of Cobens Group Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 05850981 at https://register.fca.org.uk .

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