Pension recovery from covid

wymondham

Just thought this might be interesting to some..... my pension has just recovered to pre-covid days - took a while!

Joey_Soap

Well done, I am still about 10% down because I had way too much in FTSE100 income stocks. Lesson well learned here.

TBC15

Mine recovered about May 15 and is currently up about 16% from the start of the dip.

pensionpawn

I'm up just over 5% on my valuation prior to my big fall mid Feb, 8.3% year to date. More important to me is when the current growth chart will intercept my forecasted growth prior to this pandemic!

Cus

Even some bog standard 60/40 multi asset funds are up almost double digits from just before the drop. The key it seems is no home bias.

Thrugelmir

Cus said:

Even some bog standard 60/40 multi asset funds are up almost double digits from just before the drop. The key it seems is no home bias.

The key is having a top heavy US weighting in certain stocks. 

Prism

Cus said:

Even some bog standard 60/40 multi asset funds are up almost double digits from just before the drop. The key it seems is no home bias.

My 100% equities SIPP is up about 14% from the peak before the crash and 18% for the YTD. I have quite a healthy 20% UK bias but non of that UK allocation is to the index which has helped.

Prism

Thrugelmir said:

Cus said:

Even some bog standard 60/40 multi asset funds are up almost double digits from just before the drop. The key it seems is no home bias.

The key is having a top heavy US weighting in certain stocks. 

There is quite a range of US stocks that have done well - just an awful lot that have not. For example, beyond the obvious stuff like Tesla, Apple and Amazon (of which I have none) I have fund allocations to Estee Lauder (up 24%), Visa (up 12%), Masimo (up 56%), MSCI (up 56%), Solaredge (up 145%). For me, its that sort of stuff that have helped pushed up the returns along with a few of the obvious ones like Microsoft and Paypal.

Thrugelmir

Prism said:

Thrugelmir said:

Cus said:

Even some bog standard 60/40 multi asset funds are up almost double digits from just before the drop. The key it seems is no home bias.

The key is having a top heavy US weighting in certain stocks. 

There is quite a range of US stocks that have done well - just an awful lot that have not. For example, beyond the obvious stuff like Tesla, Apple and Amazon (of which I have none) I have fund allocations to Estee Lauder (up 24%), Visa (up 12%), Masimo (up 56%), MSCI (up 56%), Solaredge (up 145%). For me, its that sort of stuff that have helped pushed up the returns along with a few of the obvious ones like Microsoft and Paypal.

As I've observed on several occcasions. Polarised markets. Companies now need to deliver investors expectations. 

[Deleted User]

Cus said:

Even some bog standard 60/40 multi asset funds are up almost double digits from just before the drop. The key it seems is no home bias.

Actually, a standard 60/40 performed very well. Peak to trough was comparatively small and the recovery was very fast. Graham’s balanced portfolio has been declared dead a few times but keeps performing time after time. 

TBC15

VLS 60 took 8 months to recover from its Feb high. It’s currently up just over 2% from Feb