Stocks and shares isas down in 2015

Broken_Biscuits

george4064 wrote: »

+21.26% for me, from 31/10/14 to 31/10/15.

I used this tool to calculate it: http://www.moneychimp.com/features/portfolio_performance_calculator.htm

Have you used 31/10 for any particular reason? I mean if its because it is the best result you could post, but say you used just 2015 as per the thread title it would be considerably worse... Well its best not to try and kid yourself.

20% returns is a fantastic result if genuine. Is this a fairly high risk, turned good portfolio?

george4064

Broken_Biscuits wrote: »

Have you used 31/10 for any particular reason? I mean if its because it is the best result you could post, but say you used just 2015 as per the thread title it would be considerably worse... Well its best not to try and kid yourself.

20% returns is a fantastic result if genuine. Is this a fairly high risk, turned good portfolio?

I broke with HL, and they produce full valuations twice a year at 31/10 and 30/04. There doesnt seem to be an obvious place to obtain historic valuations so Ive asked them for my portfolio valuation as at 31/12/14, see what they say. However I have had strong SP rises since 31/10/15, so I reckon my 1yr performance to now might well be higher than October to October.

My portfolio is high risk, pretty much 99% equities, mixture of small cap, mid cap and some large caps. Bear in mind I am only 24, I want high risk. I rarely trade (about once or twice a month), and I stick to stocks, ITs and ETFs to keep costs down.

I do work in the industry (investment/performance reporting for corporate pensions) and I am currently studying for investment qualifications, so Id like to think I know a thing or two.

Broken_Biscuits

george4064 wrote: »

I broke with HL, and they produce full valuations twice a year at 31/10 and 30/04. There doesnt seem to be an obvious place to obtain historic valuations so Ive asked them for my portfolio valuation as at 31/12/14, see what they say. However I have had strong SP rises since 31/10/15, so I reckon my 1yr performance to now might well be higher than October to October.

My portfolio is high risk, pretty much 99% equities, mixture of small cap, mid cap and some large caps. Bear in mind I am only 24, I want high risk. I rarely trade (about once or twice a month), and I stick to stocks, ITs and ETFs to keep costs down.

I do work in the industry (investment/performance reporting for corporate pensions) and I am currently studying for investment qualifications, so Id like to think I know a thing or two.

Fair enough, at your age you have 400 or so pay days to recover from any trouble a high risk strategy may bring.

GooeyBlob

slowpoke_rodriguez wrote: »

It would also be interesting to hear what people have been investing in...

Seeing as the market has fallen I put £15240 into an ISA a couple of weeks back, so fingers crossed for a Santa rally! Within the ISA I've invested in OEICs which have achieved average growth of between 7% and 10% over the past ten years. So things like American Growth, UK Smaller Companies, Opportunities Portfolio etc.

To be honest I've had double digit percentage growth three years running so it's probably due for a fall this year. Will find out when I get the next valuation.

redpete

Investments and pension funds where I can choose where the money goes are up 5.2% over the last 12 months.

TheTracker

2.5% here. Quite content with that. No fund or allocation changes this year, same now as 12 months ago.

agent69

slowpoke_rodriguez wrote: »

It would also be interesting to hear what people have been investing in...

Especially from those declaring double digit gains!

wooder

agent69 wrote: »

Especially from those declaring double digit gains!

Just one fund for me - Fundsmith...
... and my average compound annual growth since I started investing is 17.25 per year (that's up to Fridays close). Average growth for the fund since inception is also 17.25% per year ( I haven't been in it from the start just for about the last three years.)

ColdIron

Anyone with Woodford Equity Income will be pleased with 17.5% since 12/2014

Superscrooge

Interesting case of self selection bias in the posts in that stock markets are generally down but the majority of posts are reporting positive returns, some quite impressive.

I guess that those that have suffered large losses aren't going to want to publicise it.

I'm mostly invested in trackers and am definitely down by a few percent over the year