Your Investment performance for 2016.
Discussion
Haven’t actually bothered to figure it out.
I transferred a number of holdings in to an ISA so I’m effectively considering them new buys and the old positions closed out. I know where that left me overall but not done the math for just 2018.
Fair to say, since the new positions opened with the same shares in my ISA, it’s all been red!
I transferred a number of holdings in to an ISA so I’m effectively considering them new buys and the old positions closed out. I know where that left me overall but not done the math for just 2018.
Fair to say, since the new positions opened with the same shares in my ISA, it’s all been red!
Ran the numbers, actually not as bad as I expected.
From 03/01/18 to present market price, I’m down 2.93% after factoring in dividends.
The oilers have taken a right humping since the turn of the year and from the current oil price trend, I suspect they’ve got another seeing to coming before Christmas.
From 03/01/18 to present market price, I’m down 2.93% after factoring in dividends.
The oilers have taken a right humping since the turn of the year and from the current oil price trend, I suspect they’ve got another seeing to coming before Christmas.
emicen said:
sidicks said:
Where do you get 71.25% increase from?
Woops, egg on my face, clicked the wrong cell for one of the initial values 
Did a proper breakdown below, since we're doing percentages I havent bothered trying to convert the EUR or USD stocks for GBP equivalence. Took the time to calculate the dividends this time though;
| Company | 5-Jan-16 (A) | 3-Jan-17 (B) | Divs (C) | ((B-A)+C)/A |
| A | £51.04 | £69.40 | £2.21 | 40.30% |
| B | £689.20 | £1,034.60 | £58.82 | 58.65% |
| C | £147.20 | £266.20 | £4.33 | 83.78% |
| D | £283.93 | £841.75 | £0.00 | 196.46% |
| E | $328.16 | $351.19 | $5.96 | 8.83% |
| F | € 390.00 | € 431.25 | € 0.25 | 10.64% |
| Total | 1,889.53 | 2,994.39 | 71.57 | 62.26% |
All individual stocks, no funds.
December was a cruel month. Finished the year down just shy of 4%, and that's with almost 20% cash. A few decent performers (Syncona, Soul Pattinson), some real stinkers. I fortunately sold all my bank shares but got hammered on insurance company stocks - Aviva, both equity and prefs and the Prudential, all down around 25%. Tricky to know whether to sell or hold from here....
Caddyshack said:
emicen said:
sidicks said:
Where do you get 71.25% increase from?
Woops, egg on my face, clicked the wrong cell for one of the initial values Did a proper breakdown below, since we're doing percentages I havent bothered trying to convert the EUR or USD stocks for GBP equivalence. Took the time to calculate the dividends this time though;
| Company | 5-Jan-16 (A) | 3-Jan-17 (B) | Divs (C) | ((B-A)+C)/A |
| A | £51.04 | £69.40 | £2.21 | 40.30% |
| B | £689.20 | £1,034.60 | £58.82 | 58.65% |
| C | £147.20 | £266.20 | £4.33 | 83.78% |
| D | £283.93 | £841.75 | £0.00 | 196.46% |
| E | $328.16 | $351.19 | $5.96 | 8.83% |
| F | € 390.00 | € 431.25 | € 0.25 | 10.64% |
| Total | 1,889.53 | 2,994.39 | 71.57 | 62.26% |
All individual stocks, no funds.
As Sidicks and others would cheerfully point out, these "one year" percentages mean very little without the context of a risk profile and longer term picture.
Bear in mind that investment gurus who deposited their money in the building society on 1 January 2018 will be showing numerical gains!
Bear in mind that investment gurus who deposited their money in the building society on 1 January 2018 will be showing numerical gains!
emicen said:
A thread worth revisiting annually?
2017 was hit, miss and meh from my point of view
G & H were new additions and both pretty much cliff dived as soon as I got in
I think in 2018 I'm going to invest in some funds rather than individual stocks whilst I figure out a better strategy for picking winners...
2017 was hit, miss and meh from my point of view
| Company | 2015 | 2016 | 2017 |
| A | -33.95% | 40.30% | 22.93% |
| B | -3.67% | 58.65% | 7.20% |
| C | -30.08% | 83.78% | 20.95% |
| D | 196.46% | -26.37% | |
| E | 1.17% | 8.83% | 13.82% |
| F | 29.22% | 10.64% | 19.56% |
| G | -5.62% | ||
| H | -56.87% | ||
| Total | -1.82% | 62.26% | -2.83% |
G & H were new additions and both pretty much cliff dived as soon as I got in
I think in 2018 I'm going to invest in some funds rather than individual stocks whilst I figure out a better strategy for picking winners...
| Company | 2015 | 2016 | 2017 | 2018 | Overall |
| A | -33.95% | 40.30% | 22.93% | 14.11% | 26.13% |
| B | -3.67% | 58.65% | 7.20% | 0.93% | 61.26% |
| C | -30.08% | 83.78% | 20.95% | 12.79% | 60.76% |
| D | 196.46% | -26.37% | -9.85% | 42.17% | |
| E | 1.17% | 8.83% | 13.82% | 13.21% | 39.95% |
| F | 29.22% | 10.64% | 19.56% | -16.49% | 42.67% |
| G | -5.62% | -16.39% | -28.49% | ||
| H | -56.87% | 7.08% | -53.82% | ||
| I | -6.29% | -6.29% | |||
| J | -6.95% | -6.95% | |||
| K | -0.48% | -0.48% |
Dividends included or re-invested where applicable.
Pups [both AIM]:
- G was actually in profit for a month or so, should have cut and run really
- H has been up and down, I remain of the mindset to hold for the longer term
Works out at 9.36% up over the 4 years. Seeing as life would be boring without what ifs, would be up 25% if it weren't for the pups.
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