Your questions answered Vol 2 - IM Private Clients

[Mr Pointy]

That'll teach us for getting all cocky about PHR

[i4got]

Assume dashboards are still wrong? Mine does not look good.

[Phooey]

Yes, currently approx 10% down on each portfolio... difficult to see where the error/s are without spending a bit of time going back to previous days figures.

Has Nik been dipping in again to fund his lingerie fetish?

[pingu393]

With any luck they put it on Minella Times .

[JulianPH]

The problem is that the dataonly came in this morning and automaticaly went live.

This is why we used to wait until 10:30am so it could be human checked.

It will stay like this until fixed on Monday and my advice would be not to look until you get an email. My OGG was over 13% down and I was sh**ting myself even though I had spent Friday watching markets and knew it wasn't correct.

Cheers

Julian

[Ron-ski]

JulianPH said:

My OGG was over 13% down and I was sh**ting myself even though I had spent Friday watching markets and knew it wasn't correct.

I'm sorry but that did make me laugh. It is strange though we know it can't be correct, but the brain still sees the numbers and either thinks oh that's really good (my PHE went up 18%), or panics as PHR dropped 9%, it took a while before I thought that just can't be right - I track the individual shares in both PHR and PHE so I knew there was no way it could of changed that much.

[Simpo Two]

Ron-ski said:

It is strange though we know it can't be correct, but the brain still sees the numbers and either thinks oh that's really good (my PHE went up 18%), or panics as PHR dropped 9%...

I'd have sold it at +18%

I suppose after last year we're all used to massive overnight changes... producing either 'Yay!' or 'Arse'...

[C2Red]

Oh dear, finally back into the black; and that might not be accurate?
Oh well...

[Phooey]

JulianPH said:

The problem is that the dataonly came in this morning and automaticaly went live.

This is why we used to wait until 10:30am so it could be human checked.

It will stay like this until fixed on Monday and my advice would be not to look until you get an email. My OGG was over 13% down and I was sh**ting myself even though I had spent Friday watching markets and knew it wasn't correct.

Cheers

Julian

Thanks for update. My OGG in one account is showing -14.28%

The whole portfolio is approx -10%, so if we just call it -20% for the inconvenience and stress I'll promise not to post any smut for the rest of the month

[SimonTheSailor]

Do IM issue tax statements as a matter of course for year ending 20/21 - or do we have to request it ?

[CoopsIM]

SimonTheSailor said:

Do IM issue tax statements as a matter of course for year ending 20/21 - or do we have to request it ?

Good morning

I haven asked the question and i'll let you know asap.

Kindest regards

Coops

[Mazinbrum]

Portfolio is looking healthier this morning!

[CoopsIM]

SimonTheSailor said:

Do IM issue tax statements as a matter of course for year ending 20/21 - or do we have to request it ?

Good morning

I haven asked the question and i'll let you know asap.

Kindest regards

Coops

[CoopsIM]

Good morning everyone

We had an issue with the valuation feed that we receive from our custodian, for the valuations at 9th April. This has now been corrected and the values have been updated.

If anyone has any specific questions, please drop me an email at [e-mail]

Kindest regards

Coops

[renmure]

CoopsIM said:

If anyone has any specific questions, please drop me an email at [e-mail]

Kindest regards

Coops

Dear Coops,

Can I have more money put in mine.
I'll not tell the others.
Regards,
Jim

[CoopsIM]

CoopsIM said:

SimonTheSailor said:

Do IM issue tax statements as a matter of course for year ending 20/21 - or do we have to request it ?

Good morning

I haven asked the question and i'll let you know asap.

Kindest regards

Coops

Within a month or so, we’ll be able to run and store income tax statements on your client site for you.

However, this is just for investment income tax, for CGT you can run your own certificate, using the new feature on the client site. If you scroll to the bottom of the page when you log in, you will see a "realised and retained gains" section.

Any other questions, please let me know.

Kindest regards

Coops

[SimonTheSailor]

Ok thanks, didn't realise we could do it already.

Got to add it to self assessment for the first time so trying to work things out !

[CoopsIM]

SimonTheSailor said:

Ok thanks, didn't realise we could do it already.

Got to add it to self assessment for the first time so trying to work things out !

I'll be gathering all my information this weekend for my accountant as well!

Comes around too far too quickly!

[Hussein-z3ksd]

Just a quick question, looking at the historical performance of PHE - am i right in thinking, if i had place a sum of money 10 years ago, that sum after 10 years would have an increase of 856%?

so £10k would have been about £85.6k if i hadnt touched it or added any further investment? (or am i misreading the data).

[CoopsIM]

Hussein-z3ksd said:

Just a quick question, looking at the historical performance of PHE - am i right in thinking, if i had place a sum of money 10 years ago, that sum after 10 years would have an increase of 856%?

so £10k would have been about £85.6k if i hadnt touched it or added any further investment? (or am i misreading the data).

Good question, I will double check and come back to you,

Kindest regards

Coops