Year 5, month 2: £285,865.77 up 0.76%

Arrowing pointing upPortfolio summary, gain/loss at 01/02/2017:

Total Fund £285,865.77 up £2,160.57, 0.76%
Stocks & Shares ISA is £159,742.82, up £1,767.54, 1.12%
Vantage Fund & Share Account is £88,413.68, up £108.10, 0.12%
SIPP is £37,709.27, up £284.93, 0.76%

Year 1 return: 11.78%
Year 2 return: 8.55%
Year 3 + year 4 return: 15.76% (combined as no weekly records kept)
Year 1 to year 4 average return: 9.02%
(returns exclude cash paid in)

View a summary of the shares (excludes cash) held within each account at 01/02/2017, click on the links below:

ISA Portfolio Summary 010217
Vantage Portfolio Summary 010217
SIPP Portfolio Summary 010217

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s