Invested 87:13% ISA:SIPP - 31/12/24
ISA XIRR =~6% since 2011
SIPP XIRR =~1% since 2014
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 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😀
Recommended😋
Recommended😋
ISA⬇️3.93%😬
October purchase #GFRD
November purchase planned for #PHP
SIPP⬇️3.23%😬
Sold #I3E, bought #IPF & 🔝 #PMI with the divis from #BSIF & #GSK
#FXPO to join SIPP in November
Oct Stock challenge going👍, 👏@tradermark72.bsky.social
Cal YTD⬆️4.37% Tax YTD⬆️3.96%
October monthly buy #GFRD scheduled for 29/10
SIPP⬇️2.14% last week😒
Cal YTD⬆️14.64% Tax YTD⬆️8.38%
#GSK & #SHEL results due w/c 28/10
Had a lovely time in Dubai visiting family though so a good week overall😀
Doing okay in the stock challenge either
Cal YTD⬆️6.97% Tax YTD⬆️6.55%
#LLOY TU due 23/10
#CCC & #SRAD divis due 25/10
SIPP⬆️0.48% this week🙂
Cal YTD⬆️16.74% Tax YTD⬆️10.36%
Sold #I3E & bought #IPF ahead of TU on 24/10
#ULVR results 24/10🤞
No updates next week - time for some half term☀️🏜️
Enjoy your weekends🍛🍺
Top spot must on the cards for you after today.👏
Top spot must on the cards for you after today.👏
Enter here if interested⤵️
stockchallenge.co.uk
Enter here if interested⤵️
stockchallenge.co.uk