Year 5, month 3: £288,348.44 up 3.36%

Arrowing pointing upA great month, politically there is so much going on predominantly Brexit and President Donald Trump in the US but it is certainly helping the markets. They are calling it the Trump pump! Note that I withdrew £7,135.12 from the Vantage Account, percentages below take this into consideration so may appear on the surface a little skewed.

Portfolio summary, gain/loss at 01/03/2017:

Total Fund £288,348.44 up £9,617.79, 3.36%
Stocks & Shares ISA is £165, 735.21, up £5,992.39, 3.75%
Vantage Fund & Share Account is £84,005.45, up £2,726.89, 3.08% (Note £7,135.12 withdrawn this account, percentage increase based on this still being in account)
SIPP is £38,607.78, up £898.51, 2.38%

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 01/03/2017, click on the links below:

ISA Portfolio Summary 010317
Vantage Portfolio Summary 010317
SIPP Portfolio Summary 010317

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