Performance

2BToo

Here's a Q; I noticed the message on another thread about the times of the online portfolio updates moving from 9.30am to around midday. Does the dashboard update once a day (taking values from the market at the end of each day) or does it update a few times during the day as well, possibly tracking exchange rates?

I sometimes wonder if it does change a little during the day but I'm never entirely sure.

Adam Kay

Hi O,

There is only the one price mark on the portfolios per day.

2BToo

@Adam-Kay Thanks

2BToo

Chaps, I ask this one carefully but are the dashboards showing correct figures? The markets over the last week or so have done well but my dashboard is down on this point a week ago. The mistake is very probably mine but do others have a similar problem?

SteveRutter

Mine is down too, taken to not looking and relying on something cropping up here to act as a signal on when things are on the up.

Jason Knowles

Not been alot of up for me of late.

Steve H

Not been a good week for chipmakers I think. If you have the same strong tech bias as me you will have had better weeks for sure.

bogie

Some of the holdings in PHT have had a big drop this month e.g. Oracle is down over 30%. Others are down from their recent peaks. Overall PHT is doing well considering the Oracle drop. My PHT looks about 10% down from ATH.

Adam Kay

The tech portfolio by its nature is more volatile than others we offer. As Bogie mentioned 10% odd off of its all time high. We have seen this many many times before and we will continue to experience periods of volatility. Whenever new highs are reached you always find a proliferation of media, social media/vested interest 'opinions' resurface to influence prices. The businesses we hold are sound, are executing at an elite operational level and earning record profits. That is what matters long term. The day to day whilst irritating(often) are part of investing.

n5tew

Thanks @Adam-Kay, as you say the investment journey would be uneventful if there wasn’t volatility along the way. Patience is key, but ultimately the quality is there and its time in the market!