Performance

[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.

[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.

[Slow Horses]

@Adam-Kay What does Final Index mean?

[Adam Kay]

Hi

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

[mikeiow]

@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.

[Adam Kay]

Past performance is no indication of future returns:

Cobens Tech YTD +43.6%
Cobens Lifestyle +28.7%

[Jason Knowles]

I'm happy, let's hope it continues.

[2BToo]

@mikeiow said in Performance:

I make a point of never looking back with a "what-if" mentality.

I think this is the wisest comment I've read on this forum in a while. Thanks Mike.

[xera]

@2BToo said in Performance:

@mikeiow said in Performance:

I make a point of never looking back with a "what-if" mentality.

I think this is the wisest comment I've read on this forum in a while. Thanks Mike.

I totally agree.

Also, removing some profits isn't the right or wrong answer, except for the person doing it.

You might want to use the excess to invest in something different, buy something you wanted and now have the "surplus" to do so, just lock in a gain for peace of mind etc.

What is important is everyone has their own objectives, needs and circumstances - investing is still true.

Gambling is taking profits daily, or dipping in and out frequently - not your personal occasional rebalancing.

YMMV

[Adam Kay]

I can see all the assets have moved with the exception of some cash and the KLAC holding-it's correct to await the additional shares and move it 'whole'. Ive done some calculations and I would estimate we are within 1.74% of the Cobens Tech figure reached on 3 June(the YTD high). I would expect Lifestyle to be similar. In fact most portfolios should be very close to their last ATH

Tech YTD performance on that date was +43.96% net so circa 42% as of today.

[2BToo]

Thanks Adam. We'll wait and see. You said that it could be a few days until the figures shown are fully accurate, so we won't know the full picture until then.

ETA: FWIW I've just checked my dashboard and I don't think it's changed since last week. As I said, no rush (and it'll probably do me some good not to check it daily!)

[Adam Kay]

We are reconciling everything currently and awaiting the new KLAC shares.

[Jason Knowles]

Let's hope it all changes for the good.