Your Investment performance for 2016.

[DonkeyApple]

It’s plausible to argue that in general cash outperformed equities and other key asset types in 2018. It has been some time since that last occurred and it could have implications for 2019.

[dingg]

Out of interest DA when did that last happen?

[PhilboSE]

Up about 15% for the year, mainly because I sold everything in mid July. Now awaiting a suitable time to start getting back in.

[Testaburger]

Retirement funds (denominated in USD) up around 17%, having transferred to USD cash in August.

Waiting for the moment to switch to a GBP cash fund.

Will be waiting for Brexit/Sino-US 90 day truce before buying back into the equity market with my retirement bucket.

Other funds (VLS, Fundsmith etc) down around 7-8%.

[PhilboSE]

rockin said:

PhilboSE said:

Now awaiting a suitable time to start getting back in.

Don't forget to keep us informed when that "suitable time" arrives!

Given that markets are down about 15% I'm wondering how low you you feel they need to go...

Well, I informed this forum on 20th July of my bailing, to a degree of sniping from some members about being an amateur speculator and that this was emotional, irrational and that CAPE indicated that the markets had a long way to go yet...

My crystal ball is no better than anyone else's but all the factors that made me bail in July don't seem to have gone away: US government deadlock and ongoing trade wars, Brexit looking harder by the day, Euro strife etc. So I'll be staying out a bit longer as I think there's more bad news to come and the markets will inevitably react. Everything is so volatile these days, we were seeing +/- 2% daily swings just a couple of weeks ago (and again today). If the hard Brexit that seems unavoidable actually causes Kent to become a lorry park then I expect a big negative (over)reaction in UK equity and not just limited to the exporters because when any sector of the market sneezes then everything catches a cold.

rockin said:

By the way, what rose by 15% between 1 Jan 2018 and July 2018?

My holdings were pretty mainstream, Fundsmith Equity, Lindsell Train Global Equity were big positions and were up about 14% Jan-July. I had a bunch of smaller positions in UK funds which did about +8%. I had a few smaller holdings in Europe and Japan which were about level over the period. I think my +15% up position probably overstated things because my quick calculation included some records of sales I made back in February to buy a house and they had gains over a longer period. So I think the actual position Jan-July was about +12%.

[Thou]

PhilboSE said:

rockin said:

PhilboSE said:

Now awaiting a suitable time to start getting back in.

Don't forget to keep us informed when that "suitable time" arrives!

Given that markets are down about 15% I'm wondering how low you you feel they need to go...

Well, I informed this forum on 20th July of my bailing, to a degree of sniping from some members about being an amateur speculator and that this was emotional, irrational and that CAPE indicated that the markets had a long way to go yet...

Was only thinking about your thread the other day Phil - how very interesting to look back on. How much luck vs. judgement was involved in terms of the exact timing is debatable, but fair play to you, you had the balls to make your decision after looking at what was going on around you and it paid off handsomely!

[anonymous-user]

PhilboSE said:

Everything is so volatile these days, we were seeing +/- 2% daily swings just a couple of weeks ago (and again today).

Very true. And interestingly that's completely nailed many of the previously successful hedge funds.

Edited by anonymous-user on Saturday 5th January 15:14

[Badda]

emicen said:

Start || End || Div || Overall ||

£5,261.65

£4,955.02

£122.76

-3.49%

Nice spreadsheet to keep it all monitored properly.

[0a]

Here’s the Guardian newspaper’s 2018 share tips (sorry for potatoe camera):

[red_slr]

0a said:

Here’s the Guardian newspaper’s 2018 share tips (sorry for potatoe camera):

Not sure they can call those "tips"...

[williaa68]

williaa68 said:

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....

This year is looking better. Don’t praise the day before the evening etc but up about 11% ytd.

[NickCQ]

11.6% blended YTD
FTSE all-share tracker came out on top at 13.7%, emerging markets had a very average year at 6.0%
Worst performer was UK inflation-linked gilt index at -3.0%, OK as that's a bit of a hedge.

[bogie]

Fundsmith and Vanguard funds are up 10-15%
AFX my biggest winner, up >40% since early in the year
SXX biggest loser >70% down on paper

[anonymous-user]

Those who had faith in North America have been well rewarded in 2019.

Year-to-date for the S&P 500 is up a staggering 26%
https://money.cnn.com/data/markets/sandp/

And to confirm the start date of 1 January doesn't flatter things too much,
Last 1 year - up 20%
Last 3 years - up 40%
Last 5 years - up nearly 60%

[NickCQ]

rockin said:

Those who had faith in North America have been well rewarded in 2019.

Year-to-date for the S&P 500 is up a staggering 26%
https://money.cnn.com/data/markets/sandp/

And to confirm the start date of 1 January doesn't flatter things too much,
Last 1 year - up 20%
Last 3 years - up 40%
Last 5 years - up nearly 60%

Sadly the appreciating GBP seems to have gobbled up a lot of those gains for me.

[coetzeeh]

NickCQ said:

rockin said:

Those who had faith in North America have been well rewarded in 2019.

Year-to-date for the S&P 500 is up a staggering 26%
https://money.cnn.com/data/markets/sandp/

And to confirm the start date of 1 January doesn't flatter things too much,
Last 1 year - up 20%
Last 3 years - up 40%
Last 5 years - up nearly 60%

Sadly the appreciating GBP seems to have gobbled up a lot of those gains for me.

+ 1 here

[brickwall]

coetzeeh said:

NickCQ said:

rockin said:

Those who had faith in North America have been well rewarded in 2019.

Year-to-date for the S&P 500 is up a staggering 26%
https://money.cnn.com/data/markets/sandp/

And to confirm the start date of 1 January doesn't flatter things too much,
Last 1 year - up 20%
Last 3 years - up 40%
Last 5 years - up nearly 60%

Sadly the appreciating GBP seems to have gobbled up a lot of those gains for me.

+ 1 here

Another here

[williaa68]

How is this year looking for people? Some chance of a modest bounce before year end I guess but I am up about 3% for the year. Not bad considering the year it has been. Best - Scottish Mortgage, worst Lowland IC. My actual best would be Bitcoin but as I only own one that doesn’t really move the needle!

I was about 12% down on 31/3. Good turn around all things considered.

[LeoSayer]

Up 5% this year, having been down 24% at one point in March.

Mainly invested in global equity index trackers.

[anonymous-user]

Snap! Down 20% in March but up 5% for the full year. Active funds and about 80% equities.

Perhaps I'm a closet tracker...

What's really shown through is the raw power of tax free cumulation. ISA with 100% equity funds has more than doubled in 5 years.