Investment Returns 2020

Secret2ndAccount

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%

Sea_Shell

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.

Bravepants

My ISA is 8.64% up for the year.

75% in VLS 60, 25% in FTSE Global All Cap

garmeg

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.

Prism

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.

[Deleted User]

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%

Secret2ndAccount

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.

Secret2ndAccount

The Megacap stocks: Microsoft, Apple Amazon, Facebook and Alphabet (Google)

Secret2ndAccount

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.

redmalc

Across my Pensions and S&S Isa,s I have done 10,20 % which I am very happy with 

westv

My SIPP is up around 5% on the year after being down 20% during the crash.