FTSE100 best single year return since 2009.

somerandomusername

21.5% return not including dividends, fuelled mostly by defence, banks and mining companies.

I honestly didn't think I'd ever see the FTSE100 perform this well ever again, needless to say this is obviously an outlier year, a one off fluke, but perhaps the FTSE100 might regain some lost ground over the coming years I dunno. 

HedgehogRulez

Sounds like the beginnings of a financial meltdown to me! Look outside the window: snow is falling!
  

Baldytyke88

somerandomusername said:

21.5% return not including dividends, fuelled mostly by defence, banks and mining companies.

I honestly didn't think I'd ever see the FTSE100 perform this well ever again, needless to say this is obviously an outlier year, a one off fluke, but perhaps the FTSE100 might regain some lost ground over the coming years I dunno. 

The FTSE all share has increased by 19.1% before dividends, not far behind.

ColdIron

Baldytyke88 said:

somerandomusername said:

21.5% return not including dividends, fuelled mostly by defence, banks and mining companies.

I honestly didn't think I'd ever see the FTSE100 perform this well ever again, needless to say this is obviously an outlier year, a one off fluke, but perhaps the FTSE100 might regain some lost ground over the coming years I dunno. 

The FTSE all share has increased by 19.1% before dividends, not far behind.

That'll be because 80% of it is the FTSE 100

Baldytyke88

HedgehogRulez said:

Sounds like the beginnings of a financial meltdown to me! Look outside the window: snow is falling!
  

According to this graph, PE is low for the UK at the moment, which does not suggest a meltdown.

https://tradingeconomics.com/lse:ln:pe

kempiejon

100=25.8%
All=24.0%
TR 1 yr from trustnet

SnowMan

This is what regional real returns (over UK CPI inflation and after charges) for a UK investor look like based on cumulative performance of various geographic trackers, assuming I've not made any mistakes

(error with chart corrected 3rd Jan)

dunstonh

somerandomusername said:

21.5% return not including dividends, fuelled mostly by defence, banks and mining companies.

I honestly didn't think I'd ever see the FTSE100 perform this well ever again, needless to say this is obviously an outlier year, a one off fluke, but perhaps the FTSE100 might regain some lost ground over the coming years I dunno. 

equity income went out of fashion at the time of the credit crunch (not the only reason as the swing to value from growth stocks was also key).     2025 saw many investors concerned about value and moving back to growth. And UK large cap is very strongly positioned for that.

Those that have been around for several decades will recall the period when this board was full of HYP threads and HYP was king.     The last decade has been pro tracker but are we seeing a swing back to HYP again?

Altior

Another tariff style panic would be more than welcome.

Baldytyke88

Altior said:

Another tariff style panic would be more than welcome.

The Trump administration has just invaded Venezuela, the world is getting very unstable; Russia or China could do whatever they wanted and no one would care.

Altior

Baldytyke88 said:

Altior said:

Another tariff style panic would be more than welcome.

The Trump administration has just invaded Venezuela, the world is getting very unstable; Russia or China could do whatever they wanted and no one would care.

The context (to my post) is a predominately media led market panic (in my opinion), allowing for the purchase of UK domiciled financial assets at a significant markdown. I suspect it's too early to make that call based on very recent developments, though no doubt the media will again take the opportunity to try and exploit it. That is however a political element, I am only interested in regard to potential buying opportunities in the investment space.