Your Investment performance for 2016.

Your Investment performance for 2016.

Author
Discussion

GT03ROB

Original Poster:

13,207 posts

220 months

Friday 30th December 2016
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With the final results just about in I'm up just over 19%, quite happy with that.

What about the rest of you?

eldar

21,614 posts

195 months

Friday 30th December 2016
quotequote all
9% But low risk. Also happy.

anonymous-user

53 months

Friday 30th December 2016
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I don't see much point focusing on single year performance although it's always nice when things are going up rather than down!

eldar said:
9% But low risk.
What's your definition of "low risk" investments?

davepoth

29,395 posts

198 months

Friday 30th December 2016
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Somewhere around 20% I think - I don't have a spreadsheet set up so it's difficult to work out after taking account of extra investment. It's been a good year.

eldar

21,614 posts

195 months

Friday 30th December 2016
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rockin said:
What's your definition of "low risk" investments?
10% it would appearsmile Mix of cash, equities, gilts & property.

red_slr

17,122 posts

188 months

Friday 30th December 2016
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Around +15% which is the best year in the last 5 by quite a long way.
Property I have is c.+8% according to Zoopla.

coetzeeh

2,641 posts

235 months

Friday 30th December 2016
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My Fidelity account shows + 19%. Pleased with that.

klmhcp

247 posts

91 months

Friday 30th December 2016
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It would be very useful to know rough amounts too - it's quite easy to get look at 20% investments when it's a couple of k, something else when it's 100s of k! I'm sure some of you have great portfolios but the internet has a lot of people boasting about large gains only to then reveal they own about £2k of stock!

drainbrain

5,637 posts

110 months

Friday 30th December 2016
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Nothing.

I haven't got any investments

weeping


RichS

351 posts

213 months

Friday 30th December 2016
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davepoth said:
I don't have a spreadsheet set up so it's difficult to work out after taking account of extra investment.
How does one do that? I have difficulty tracking overall annual returns since I invest more cash throughout the year.

sidicks

25,218 posts

220 months

Friday 30th December 2016
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RichS said:
How does one do that? I have difficulty tracking overall annual returns since I invest more cash throughout the year.
Surely anyone that's sophisticated enough to be running their own investment portfolio is sophisticated enough to be able to set up a simple spreadsheet to calculate a return including an allowance for inter-period cash flows?!

If you can't do that, you can't credibly be analysing the companies that you are investing in - in which case the returns are primarily luck, not skill!!

Jockman

17,912 posts

159 months

Saturday 31st December 2016
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sidicks said:
If you can't do that, you can't credibly be analysing the companies that you are investing in - in which case the returns are primarily luck, not skill!!
Or you pay someone to do that for you?

Jockman

17,912 posts

159 months

Saturday 31st December 2016
quotequote all
GT03ROB said:
With the final results just about in I'm up just over 19%, quite happy with that.

What about the rest of you?
How's the most important investment of all - the wife??

sidicks

25,218 posts

220 months

Saturday 31st December 2016
quotequote all
Jockman said:
Or you pay someone to do that for you?
Maybe - I'd assumed this thread was for people sharing their own investment performance rather than the performance of their assets managed by someone else.

Jockman

17,912 posts

159 months

Saturday 31st December 2016
quotequote all
sidicks said:
Jockman said:
Or you pay someone to do that for you?
Maybe - I'd assumed this thread was for people sharing their own investment performance rather than the performance of their assets managed by someone else.
In which case I shall bow out gracefully.

Fittster

20,120 posts

212 months

Saturday 31st December 2016
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sidicks said:
Surely anyone that's sophisticated enough to be running their own investment portfolio is sophisticated enough to be able to set up a simple spreadsheet to calculate a return including an allowance for inter-period cash flows?!

If you can't do that, you can't credibly be analysing the companies that you are investing in - in which case the returns are primarily luck, not skill!!
But as we all know monkeys throwing darts will out perform 'professionals with skill' and yet there are still people willing to pay fees to the experts!

http://www.cass.city.ac.uk/news-and-events/news/20...

Edited by Fittster on Saturday 31st December 00:51

davepoth

29,395 posts

198 months

Saturday 31st December 2016
quotequote all
RichS said:
How does one do that? I have difficulty tracking overall annual returns since I invest more cash throughout the year.
I would track each individual cash investment as a separate sum of money. That way you could compare like for like, depending on how you are taking your dividends (mostly reinvested for me, which makes it even more fiddly).



GT03ROB

Original Poster:

13,207 posts

220 months

Saturday 31st December 2016
quotequote all
Jockman said:
GT03ROB said:
With the final results just about in I'm up just over 19%, quite happy with that.

What about the rest of you?
How's the most important investment of all - the wife??
Other than having a stinking cold & cracking a tooth over Christmas, she's fine & all fixed, thanks for asking!

GT03ROB

Original Poster:

13,207 posts

220 months

Saturday 31st December 2016
quotequote all
RichS said:
davepoth said:
I don't have a spreadsheet set up so it's difficult to work out after taking account of extra investment.
How does one do that? I have difficulty tracking overall annual returns since I invest more cash throughout the year.
Easily done with sites such as Morningstar

jeff m2

2,060 posts

150 months

Sunday 1st January 2017
quotequote all
7.77% gain in Dollars.
Were that in Sterling it would have been much greater.
Best Investment; Russia
Worst; Western Europe.

6.65% p.a. over the past 10 years.