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  3. PHE and PHT

PHE and PHT

Scheduled Pinned Locked Moved Investments and Portfolios
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  • A Adam Kay

    I believe it was +40.88%

    S Offline
    S Offline
    Slow Horses
    wrote on last edited by
    #39

    @Adam-Kay what an absolutely stellar result!

    Well done Adam (and all those involved)!

    Are you aiming for circa 50% this year lol

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    • M Offline
      M Offline
      mikeiow
      wrote on last edited by
      #40

      Amazing!
      Can it continue....who knows!

      Out of interest, when do the formal summary sheets get updated?
      (The ones at https://www.intelligentmoney.com/portfolios#comp-livoaycf2)

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      • S Offline
        S Offline
        Slow Horses
        wrote last edited by
        #41

        Whats the YTD on PHT at present?

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        • A Online
          A Online
          Adam Kay
          Global Moderator
          wrote last edited by
          #42

          Hi SH,

          Tech is +5.82%

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          • 2 Offline
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            2BToo
            wrote last edited by
            #43

            Any news on what's happening with PHE? I believe there was a re-jig proposed for some time but can't remember when it's due (or even if it has already happened.)

            Thanks.

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            • A Online
              A Online
              Adam Kay
              Global Moderator
              wrote last edited by Adam Kay
              #44

              Tech +10.8% YTD, an ATH
              Whilst past performance is no indication of future returns. It has been a stellar performer. I'm not aware of any technology portfolio even close. the bench mark is flat, Fundsmith is -9%, ARK innovation is -6.2%. Biff Tanner is circa -15% YTD and has a 1 year of +17%

              PHE is -0.45% YTD
              Cobens Tech is +75.64%-1 year!
              Lifestyle is +3.55% YTD and the 1 year is circa +29.6%

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                G Offline
                Gallons Per Mile
                wrote last edited by
                #45

                Good work Adam and the rest of the team! Long may it continue.

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                • A Online
                  A Online
                  Adam Kay
                  Global Moderator
                  wrote last edited by
                  #46

                  How you doing C.

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                  • G Offline
                    G Offline
                    Gallons Per Mile
                    wrote last edited by
                    #47

                    Good thanks, how about you? Long time no speak. Send my regards to Nik, too!

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                    • A Adam Kay

                      Tech +10.8% YTD, an ATH
                      Whilst past performance is no indication of future returns. It has been a stellar performer. I'm not aware of any technology portfolio even close. the bench mark is flat, Fundsmith is -9%, ARK innovation is -6.2%. Biff Tanner is circa -15% YTD and has a 1 year of +17%

                      PHE is -0.45% YTD
                      Cobens Tech is +75.64%-1 year!
                      Lifestyle is +3.55% YTD and the 1 year is circa +29.6%

                      M Offline
                      M Offline
                      mikeiow
                      wrote last edited by mikeiow
                      #48

                      @Adam-Kay said in PHE and PHT:

                      Tech +10.8% YTD, an ATH
                      Whilst past performance is no indication of future returns. It has been a stellar performer. I'm not aware of any technology portfolio even close. the bench mark is flat, Fundsmith is -9%, ARK innovation is -6.2%. Biff Tanner is circa -15% YTD and has a 1 year of +17%

                      PHE is -0.45% YTD
                      Cobens Tech is +75.64%-1 year!
                      Lifestyle is +3.55% YTD and the 1 year is circa +29.6%

                      What was I thinking having ⅔ in Lifestyle and ⅓ in Tech 🤦‍♂️🤣
                      Is it the wrong time to flip those?
                      (Just kidding: still up around 46% on the past 12 months overall, including the money drawn down - mustn’t grumble 💪)

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                      • C Offline
                        C Offline
                        Cappo
                        wrote last edited by
                        #49

                        Just had a look at my numbers and I’m pretty much back to where I was at the start of the year, including >10% in the past two weeks. So, whatever sorcery it is you’re up to over there - keep it up!

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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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