Performance
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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.
