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Investment Returns 2020
Secret2ndAccount
Posts: 992 Forumite
Here is the performance of some popular indices for 2020
Those who bet on the stay-at-home stocks (Zoom, Peloton) did much better than those who stayed at home with the FTSE.
Those who were just into wild speculation, and put £1000 into Tesla and £1000 into Bitcoin returned 7522 + 3602 = £11,124 or +556%
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Comments
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I'm happy that we achieved growth of 8.3% over our entire portfolio (pensions/ISAs/cash) in such a turbulent year.
More than we need.How's it going, AKA, Nutwatch? - 12 month spends to date = 3.24% of current retirement "pot" (as at end December 2025)2 -
My ISA is 8.64% up for the year.75% in VLS 60, 25% in FTSE Global All CapIf you want to be rich, live like you're poor; if you want to be poor, live like you're rich.2
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My crystallised SIPP was down about 9% in 2020 and my ISA down 3% approximately. Return figures include dividends received.
Was much worse a few weeks previously so happy with that.
My uncrystallised SIPP pretty much broke even but I need to download the full transactions (contributions) list for 2020 to check.
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I was pretty surprised at my return this year in the SIPP especially since I don't have any exposure to Tesla, Amazon, Apple or Netflix all which did very well. Everybody who had any of the Baillie Gifford funds did nicely out of them.
25% for me.0 -
9.2% for a 70/30 portfolio (time weighted return). 9.1% if counted in GBP.
Money-weighted return over 5 years: 8.6%
Money-weighted return since 2002: 8.2%0 -
Some popular managed funds. The first three are considered more speculative, or at least growth-oriented, while CGT and PNL are wealth preservation products placing more emphasis on capital preservation than on rapid growth.
Past performance is no guarantee of future returns.1 -
The Megacap stocks: Microsoft, Apple Amazon, Facebook and Alphabet (Google)
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The Vanguard LifeStrategy range
I think I would be a bit disappointed if I was in their 100% equity product. It participated fully (as you would expect) in the crash in March, but at year end is no better than the lower risk versions, with only +8% on the year. Perhaps too much focus on UK equities.
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Across my Pensions and S&S Isa,s I have done 10,20 % which I am very happy with1
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My SIPP is up around 5% on the year after being down 20% during the crash.0
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