Cookie's Alphabet ISA
@thealphabetisa.bsky.social
Unsophisticated long term investor buying UK equities monthly, collecting divis since 2001 & compounding them since 2002.
Invested 87:13% ISA:SIPP - 31/12/24
ISA XIRR =~6% since 2011
SIPP XIRR =~1% since 2014
Invested 87:13% ISA:SIPP - 31/12/24
ISA XIRR =~6% since 2011
SIPP XIRR =~1% since 2014
January 31, 2025 at 6:38 PM
January's Scores on't Doors
ISA⬇️0.28%😐, but recovered well from being ⬇️7.84% on 13/01😌
January buy #IGG
February buy➡️ #ZTF
SIPP⬆️4.13%😀
🔝 #FXPO & #GSK divi 🔝 #IPF
6/8 holdings reporting in Feb👀📰😵
Mid table (tbc) finish for me in Jan's Stockchallenge 😐
👏@darcyandrews.bsky.social 🏅, possibly🥇
ISA⬇️0.28%😐, but recovered well from being ⬇️7.84% on 13/01😌
January buy #IGG
February buy➡️ #ZTF
SIPP⬆️4.13%😀
🔝 #FXPO & #GSK divi 🔝 #IPF
6/8 holdings reporting in Feb👀📰😵
Mid table (tbc) finish for me in Jan's Stockchallenge 😐
👏@darcyandrews.bsky.social 🏅, possibly🥇
January 31, 2025 at 6:05 PM
ISA⬆️2.65% this week😀
Tax YTD⬆️0.34% Cal YTD⬇️0.07%
#ASHM H1 results due 07/02
#BSIF & #TET ex div 06/02
SIPP⬆️2.55% this week😀
Tax YTD⬆️9.20% Cal YTD⬆️3.60%
#BSIF hitting repeated ATLs😬 & #FXPO ATH
#BATS divi due 03/02 & #GSK Q4 results 05/02
🔝#IPF with #BATS divi on 06/02
Enjoy your weekends🥩🥚🍟
Tax YTD⬆️0.34% Cal YTD⬇️0.07%
#ASHM H1 results due 07/02
#BSIF & #TET ex div 06/02
SIPP⬆️2.55% this week😀
Tax YTD⬆️9.20% Cal YTD⬆️3.60%
#BSIF hitting repeated ATLs😬 & #FXPO ATH
#BATS divi due 03/02 & #GSK Q4 results 05/02
🔝#IPF with #BATS divi on 06/02
Enjoy your weekends🥩🥚🍟
January 31, 2025 at 5:34 PM
👏@darcyandrews.bsky.social - Bossing the Stockchallenge this month Darcy 👍 I'm hoping to stay in the top half but that probably depends on #CCC TU tomorrow.
January 27, 2025 at 7:46 PM
👏@darcyandrews.bsky.social - Bossing the Stockchallenge this month Darcy 👍 I'm hoping to stay in the top half but that probably depends on #CCC TU tomorrow.
ISA⬆️4.64% this week😀, a nice recovery after last week's shocker
Tax YTD⬇️1.06% Tax YTD⬇️1.46%
#UU & #NG divis dripped & #IGG🔝by 25%
Results from #IGG & TUs from #ELM & #ZTF due next week
SIPP⬆️3.09% this week😀
Tax YTD⬆️7.63% Cal YTD⬆️2.11%
No news or divis due next week😴
Enjoy your weekends🌯🍷
Tax YTD⬇️1.06% Tax YTD⬇️1.46%
#UU & #NG divis dripped & #IGG🔝by 25%
Results from #IGG & TUs from #ELM & #ZTF due next week
SIPP⬆️3.09% this week😀
Tax YTD⬆️7.63% Cal YTD⬆️2.11%
No news or divis due next week😴
Enjoy your weekends🌯🍷
January 17, 2025 at 6:04 PM
One for the teenagers, I've got these two fellas validating the data but could be looking at biggest ever daily gain on the ISA today - only #SRAD down out of 27 stocks. 🥳#diversificationthatswhatyouneed
January 15, 2025 at 4:54 PM
One for the teenagers, I've got these two fellas validating the data but could be looking at biggest ever daily gain on the ISA today - only #SRAD down out of 27 stocks. 🥳#diversificationthatswhatyouneed
ISA⬇️6.52% this week💩(13th biggest since 2011)🙄
Tax YTD⬇️4.73% Cal YTD⬇️5.12%
#LAND divi dripped, big divis due from #UU & #NG and #IGG🔝next week
SIPP⬇️1.55% this week🙁
Tax YTD⬆️4.74% Cal YTD⬇️0.64%
#GSK divi received & #FXPO🔝with SIPP cash from HMRC
Enjoy your weekends, 🍝🍷& 🥃or 5 needed🤣
Tax YTD⬇️4.73% Cal YTD⬇️5.12%
#LAND divi dripped, big divis due from #UU & #NG and #IGG🔝next week
SIPP⬇️1.55% this week🙁
Tax YTD⬆️4.74% Cal YTD⬇️0.64%
#GSK divi received & #FXPO🔝with SIPP cash from HMRC
Enjoy your weekends, 🍝🍷& 🥃or 5 needed🤣
January 10, 2025 at 5:46 PM
You have to take the rough with the smooth when investing. The ISA may be currently ⬇️2.65% today but I have also recieved a nice divi from #LAND today which has offset today's current loss by 0.002%🤣
Seen worse, but not much worse than this current outlook.😬
Seen worse, but not much worse than this current outlook.😬
January 8, 2025 at 1:24 PM
You have to take the rough with the smooth when investing. The ISA may be currently ⬇️2.65% today but I have also recieved a nice divi from #LAND today which has offset today's current loss by 0.002%🤣
Seen worse, but not much worse than this current outlook.😬
Seen worse, but not much worse than this current outlook.😬
2024 Performance (or lack of🙄)
ISA ends 2024⬆️0.80% in 💷profit terms but⬇️2.41% on 31/12/23 profit % due to the buys made throughout year🫤
Yield 5.95%
SIPP ends ⬆️11.43%
Yield 5.93%
A poor return tbh but the divi income keeps rising ☺️
Top 40 finish in 2024 annual stock challenge tho 👍
HNY Bluefin😀
ISA ends 2024⬆️0.80% in 💷profit terms but⬇️2.41% on 31/12/23 profit % due to the buys made throughout year🫤
Yield 5.95%
SIPP ends ⬆️11.43%
Yield 5.93%
A poor return tbh but the divi income keeps rising ☺️
Top 40 finish in 2024 annual stock challenge tho 👍
HNY Bluefin😀
January 2, 2025 at 3:59 PM
2024 Performance (or lack of🙄)
ISA ends 2024⬆️0.80% in 💷profit terms but⬇️2.41% on 31/12/23 profit % due to the buys made throughout year🫤
Yield 5.95%
SIPP ends ⬆️11.43%
Yield 5.93%
A poor return tbh but the divi income keeps rising ☺️
Top 40 finish in 2024 annual stock challenge tho 👍
HNY Bluefin😀
ISA ends 2024⬆️0.80% in 💷profit terms but⬇️2.41% on 31/12/23 profit % due to the buys made throughout year🫤
Yield 5.95%
SIPP ends ⬆️11.43%
Yield 5.93%
A poor return tbh but the divi income keeps rising ☺️
Top 40 finish in 2024 annual stock challenge tho 👍
HNY Bluefin😀
ISA⬆️0.57% this short week, I'll take that after last week's 💩show🙂
Cal YTD⬆️0.29% Tax YTD⬇️0.09%
Third #VTY profit warning marred the week
SIPP⬆️2.33% this week
Cal YTD⬆️11.86% Tax YTD⬆️5.84%
#FXPO & #IPF holdings hitting new ATHs
Hope you all had gr8 Xmas's and enjoy your weekends😀
Cal YTD⬆️0.29% Tax YTD⬇️0.09%
Third #VTY profit warning marred the week
SIPP⬆️2.33% this week
Cal YTD⬆️11.86% Tax YTD⬆️5.84%
#FXPO & #IPF holdings hitting new ATHs
Hope you all had gr8 Xmas's and enjoy your weekends😀
December 27, 2024 at 5:55 PM
Despite a final kick to the gonads this morning by the #VTY board so far this week has been ⬆️slightly so signing off for Christmas in a postive mood.
Hope you all have the Christmas you wish for and here's hoping 2025 starts better than 2024 ended for the #BlueFin community.
Hope you all have the Christmas you wish for and here's hoping 2025 starts better than 2024 ended for the #BlueFin community.
December 24, 2024 at 2:23 PM
😲there is a growing possibility that the beleaguered ISA may actually finish⬆️for the day breaking the current run of 9⬇️days and failing to match the current record of 10⬇️set in June 2023🤞
Has the Santa rally finally arrived? Good excuse to play this banger
youtu.be/yfY4b1NszpY?...
Has the Santa rally finally arrived? Good excuse to play this banger
youtu.be/yfY4b1NszpY?...
Greg Lake - I Believe In Father Christmas (Official 4K Music Video)
YouTube video by OfficialGregLake
youtu.be
December 20, 2024 at 4:25 PM
😲there is a growing possibility that the beleaguered ISA may actually finish⬆️for the day breaking the current run of 9⬇️days and failing to match the current record of 10⬇️set in June 2023🤞
Has the Santa rally finally arrived? Good excuse to play this banger
youtu.be/yfY4b1NszpY?...
Has the Santa rally finally arrived? Good excuse to play this banger
youtu.be/yfY4b1NszpY?...
Inevitable after yesterdays trim🙄
December 11, 2024 at 1:01 PM
Inevitable after yesterdays trim🙄
📢SIPP tweak
Sold 40% of #LLOY holding for 17% profit and topped up #FXPO & #IPF holdings. Partly to rebalance the SIPP and also with an eye on the potential car finance claims hit.
With total sell out of #LLOY in ISA & this slice, total #LLOY holding reduced by ~80%.
Watch #LLOY fly now😂
Sold 40% of #LLOY holding for 17% profit and topped up #FXPO & #IPF holdings. Partly to rebalance the SIPP and also with an eye on the potential car finance claims hit.
With total sell out of #LLOY in ISA & this slice, total #LLOY holding reduced by ~80%.
Watch #LLOY fly now😂
December 10, 2024 at 2:18 PM
2024 PADI now finalised with #SHEL $➡️£ announced today.
Overall 2024 income from ISA & SIPP⬆️13.8% on 2023 - missing🎯15% y/y.🫤
2024 ISA yield 5.99%
2024 SIPP yield 5.93%
ISA:SIPP divi split 85:15%
Overall 2024 income from ISA & SIPP⬆️13.8% on 2023 - missing🎯15% y/y.🫤
2024 ISA yield 5.99%
2024 SIPP yield 5.93%
ISA:SIPP divi split 85:15%
December 9, 2024 at 9:47 AM
2024 PADI now finalised with #SHEL $➡️£ announced today.
Overall 2024 income from ISA & SIPP⬆️13.8% on 2023 - missing🎯15% y/y.🫤
2024 ISA yield 5.99%
2024 SIPP yield 5.93%
ISA:SIPP divi split 85:15%
Overall 2024 income from ISA & SIPP⬆️13.8% on 2023 - missing🎯15% y/y.🫤
2024 ISA yield 5.99%
2024 SIPP yield 5.93%
ISA:SIPP divi split 85:15%
ISA⬆️1.34% this week🙂
Cal YTD⬆️3.92% Tax YTD⬆️3.51%
No news due next week but divi from #JHD due 13/12
SIPP⬆️1.87%🙂this week
Cal YTD⬆️12.71% Tax YTD⬆️6.65%
#ULVR divi received and will 🔝#IPF
🤔about reducing #LLOY holding by 40% and🔝#FXPO & #IPF as well to rebalance p/f
Enjoy your weekends🐟🍟⏳🍷
Cal YTD⬆️3.92% Tax YTD⬆️3.51%
No news due next week but divi from #JHD due 13/12
SIPP⬆️1.87%🙂this week
Cal YTD⬆️12.71% Tax YTD⬆️6.65%
#ULVR divi received and will 🔝#IPF
🤔about reducing #LLOY holding by 40% and🔝#FXPO & #IPF as well to rebalance p/f
Enjoy your weekends🐟🍟⏳🍷
December 6, 2024 at 5:46 PM
Reposted by Cookie's Alphabet ISA
I can't work out if this card is for a good occasion or a very, very bad situation.
December 6, 2024 at 3:02 PM
I can't work out if this card is for a good occasion or a very, very bad situation.
Reposted by Cookie's Alphabet ISA
A reminder that entries can now be submitted for the December UK Stock Challenge. Free to enter. No spam. Just pick 5 stocks (long or short) for December via the Entry Form tab at stockchallenge.co.uk. The deadline for entry is 06:00h on Monday 2 December.
UK Stock Challenge
UK StockChallenge
stockchallenge.co.uk
November 30, 2024 at 5:25 PM
A reminder that entries can now be submitted for the December UK Stock Challenge. Free to enter. No spam. Just pick 5 stocks (long or short) for December via the Entry Form tab at stockchallenge.co.uk. The deadline for entry is 06:00h on Monday 2 December.