Your Investment portfolio's - up or down?

Stavros_3

Mine is spread across the following:- UK equities, Global equities, UK Corporate bonds, Hedge funds and structured products. Went from cash to Investments last December. So far the value of my portfolio is up just over 2%. How are yours structured and performing

theGrinch

over what period though?

musehead

I put my money into my portfolio at the end of September 2007. Mostly UK and European equities but a large chunk of emerging markets too. It's down just over 30% in 19 months.

adambro

My ISA portfolio which I started in mid February is currently up 97%. All UK equities, a mix of sectors, some lower risk stuff but a reasonable appetite for risk. I'm moderately active in managing the portfolio and so will quickly cut any losses whilst letting the profits run. I was a little too active earlier on and tried to chases prices around too much and obviously didn't manage to time it right on a number of occasions so had I not made these mistakes the value of my portfolio could be even higher. I found it too easy to get lured into over trading.

turbobob

My ISA made up of funds is down 11% overall. That was opened May last year. It was around 20% down but has had a bit of a recovery, and I've put more money in. My stakeholder pension is in the "I don't really want to look" category! It will have been fully exposed to the downturn My share trading account is up around 80% in 6 months though its not a big share trading account.

musehead

adambro wrote: »

My ISA portfolio which I started in mid February is currently up 97%. All UK equities, a mix of sectors, some lower risk stuff but a reasonable appetite for risk. I'm moderately active in managing the portfolio and so will quickly cut any losses whilst letting the profits run. I was a little too active earlier on and tried to chases prices around too much and obviously didn't manage to time it right on a number of occasions so had I not made these mistakes the value of my portfolio could be even higher. I found it too easy to get lured into over trading.

I would have thought your portfolio would be classified as extremely high risk+ if it has the capacity to show a 97% increase in less then 3 months.

JoeCrystal

Although I have not yet invested into Investment portfolio, that I will do next month with Share Builder, I already selected the shares to invest into, most of which are FTSE 100 and one which is FTSE 250 and one which is neither.

It is currently -0.92% down.

malik999

/pointless thread

If you have had your portfolio for more than 7 months you are more likely to be down.
If youre a recent investor you may be up.

I could have invested £100,000 and be 10% up. Someone could have bought £100 worth of shares and post here that their portfolio is up 97%. Its all relative/meaningless.

[Deleted User]

since oct 2007 when I took on my dh`s sipp. Invested at times, got out at times, got rid of stocks invested and later cashed gilts, all cash a few times etc etc Now up 3.7% since start but let down badly by banks and housebuilders at one point and sold all at a relatively large loss but no where near as bad as it could have been if I had kept them. Hindsight is a wonderful thing. Now fully invested mostly in good solid stocks plus pibs and some prefs. Divis are starting to drop into the account again

butterfly72

Well the 100K that I invested in the Daily Telegraph fantasy fund manager competition last month is 1.65% up! The leader has a return of 24.89% I'm in 9000th place!

opinions4u

Since the turn of the year?

Up 74%.

Since the credit crunch started?

Down about 85%.

A tad overexposed to banking.