Your Investment performance for 2016.
Discussion
MitchT said:
Made an indiscernibly small gain on my savings account. Grew the balance in my IG Index spread betting account by 20.6%.
Well done Mitch. An excellent result.
I only do very long-term, so presumably your system does involve greater risk, but what do I know. I do take some risks, but I have never even bet on a horse.
If you are happy to say, what have been your individual calendar year spread betting results, over say the last 5 years (or 10 years)?
I've just started making an effort with investing and threw some spare money into a stocks and shares ISA about 4 months ago. It's currently down about 6%. 
As I didn't really know where to start, I took tips from Motley Fool but it appears I may have to spend a bit more time and effort on it than just picking a bunch of their recommendations.
As I didn't really know where to start, I took tips from Motley Fool but it appears I may have to spend a bit more time and effort on it than just picking a bunch of their recommendations.
durbster said:
I've just started making an effort with investing and threw some spare money into a stocks and shares ISA about 4 months ago. It's currently down about 6%.
As I didn't really know where to start, I took tips from Motley Fool but it appears I may have to spend a bit more time and effort on it than just picking a bunch of their recommendations.
You shouldn't measure equity performance over a time period of just 4 months!As I didn't really know where to start, I took tips from Motley Fool but it appears I may have to spend a bit more time and effort on it than just picking a bunch of their recommendations.
sidicks said:
You shouldn't measure equity performance over a time period of just 4 months!
Yep, it's OK - I just set it up to get started but it's very much a long term thing. The only tinkering I intend to do is grow the investment and spread it out a bit.I wasn't being entirely serious. I just thought I'd provide a balance to everyone else
But thanks for stating it, as I do check it far more often than I should and it's good to be reminded!
Edited by durbster on Sunday 1st January 17:12
klmhcp said:
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!
Up 18% on a six figure portfolio.Would have been much better if the weighting in Woodford hadn't shafted me.
Jon39 said:
I only do very long-term, so presumably your system does involve greater risk, but what do I know. I do take some risks, but I have never even bet on a horse.
If you are happy to say, what have been your individual calendar year spread betting results, over say the last 5 years (or 10 years)?
I've made 175% profit on my starting balance when I opened the account almost eight years ago. I use a combination of my gut and an informed opinion of the wider economic picture. I bide my time and rarely have more than one trade per year. We're not talking big money - I started with peanuts and have added a few more peanuts. As a long term strategy it might help my retirement a little.If you are happy to say, what have been your individual calendar year spread betting results, over say the last 5 years (or 10 years)?
Hainey said:
klmhcp said:
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!
Up 18% on a six figure portfolio.Would have been much better if the weighting in Woodford hadn't shafted me.
GT03ROB said:
Bear in mind the FTSE100 rose 19% last year.... and the FTSE all share rose 17%.....
I do not recognise your figures, Rob.
Perhaps you have also included the adjustment for dividend income.
Unless I have made an error, the 2016 index increases were;
FTSE All-Share = +12.45%
FTSE 100 ........ = +14.43%
Anyone who has outperformed with their own equity fund has done well, because few professional funds can do that repeatedly.
Edited by Jon39 on Monday 2nd January 11:53
rockin said:
I don't see much point focusing on single year performance although it's always nice when things are going up rather than down!
This table shows how quickly and widely single year performance can swing. Many private investors lose out on long term growth by selling an investment as soon as they see a reduction in value. The best way to make money is to invest for the long term, review performance once (or twice) a year and avoid chopping & changing,eldar said:
9% But low risk.
What's your definition of "low risk" investments?
Jon39 said:
GT03ROB said:
Bear in mind the FTSE100 rose 19% last year.... and the FTSE all share rose 17%.....
I do not recognise your figures, Rob.
Perhaps you have also included the adjustment for dividend income.
Unless I have made an error, the 2016 index increases were;
FTSE All-Share = +12.45%
FTSE 100 ........ = +14.43%
Anyone who has outperformed with their own equity fund has done well, because few professional funds can do that repeatedly.
Edited by Jon39 on Monday 2nd January 11:53
I have the FTSE 100 opening 2016 at 6093 & closing at 7142 for a rise of 17.2%
The all share opening at 3367 closing at 3873 for a rise of 15%.
Ah well!
GT03ROB said:
Odd just rechecked a different way & don;t get either of our figures!
I have the FTSE 100 opening 2016 at 6093 & closing at 7142 for a rise of 17.2%
The all share opening at 3367 closing at 3873 for a rise of 15%.
Ah well!
Are you two confusing price and total return indices?I have the FTSE 100 opening 2016 at 6093 & closing at 7142 for a rise of 17.2%
The all share opening at 3367 closing at 3873 for a rise of 15%.
Ah well!
GT03ROB said:
Odd just rechecked a different way & don;t get either of our figures!
I have the FTSE 100 opening 2016 at 6093 & closing at 7142 for a rise of 17.2%
The all share opening at 3367 closing at 3873 for a rise of 15%.
Ah well!
I have the FTSE 100 opening 2016 at 6093 & closing at 7142 for a rise of 17.2%
The all share opening at 3367 closing at 3873 for a rise of 15%.
Ah well!
I think I have found the difference, Rob.
Looking at the All-Share, you have used the close 4th January 2016, and not the 2015 end/2016 start figure.
There was a significant fall on the first trading day of 2016, so that would appear to explain, the resulting difference between our percentages.
2016 was my first full year of investing after starting a SIPP and I'm up 19.6% overall excluding a small amount of divs. My best gains are in a Japanese fund which has increased by 45% and also HSBC and Barclays which are both up 35% from when I bought earlier in the year. One stock has falled about 25% but the second "worst" performing investment otherwise is the Woodford fund which has gone up about 5%
theboss said:
2016 was my first full year of investing after starting a SIPP and I'm up 19.6% overall excluding a small amount of divs.
Better quit while you're ahead - there's only one way your average is going to go from there. 
I don't focus on individual years, but 11% p.a. compound over the past 15 years has suited me quite nicely. So far...
Hainey said:
Up 18% on a six figure portfolio
DELETED: Comment made by a member who''s account has been deleted. Interestingly, the funds that helped me to my return are the ones not on many peoples recommended list. The ones I'm looking at for next year aren't either.
I'm 60% low cost trackers, 10% bonds and 30% managed funds.
I'm not comfortable going into individual funds as I don't want to be responsible for anyone putting a penny of their money into something based one what some random on the internet says, but I know I can't make claims like that without getting called on it by someone for a tidbit.
One of my stand out funds was Fidelity American Special Situations Fund. Unloved by HL which is my platform and yet it still gave me back a return of over 33% this year. Overall it was a good year for everything in the markets apart from property (which I don't invest in) even the trackers as has been said.
Donkey of the year for me was the much hyped (by HL) of Woodford Equity, which is still somehow on their recommended list and gave me the whopping return on 2.9%. Take the fees off that and weep. My weighing in that really totaled me or I'd have been well over 20% return. He did a job for me in years gone past before he went out on his own and that placed sentiment into my process when I should have been strong enough to look at what he was doing and make my own judgement. Look at what happened in the USA and his biotech investment if you want to understand more of my point there. I'm sure he will have a strong 2017 though as frankly, he absolutely has to.
Ah well, enough ramblings and here's to a lucky 2017 for all of us.
btchudson said:
I've been soley in bitcoin and crypto currencies this year. It's been a record year for bitcoin, up over 160% against the £ 2016 with very little signs of slowing in 2017
Bitcoin was the star performer for me, too. Although it was initially a small and very high risk component of my investment portfolio a few years ago, it appreciated at an astonishing rate through 2016. News of it reaching $1k over the NY weekend will soon reach mass media. This will no doubt foment a further spike and maybe a rebound, but there's a profound underlying strength in it as a reliable long term store of value. £1k per 1 BTC doesn't seem far off.Gassing Station | Finance | Top of Page | What's New | My Stuff