FTSE100 tracker
Discussion
I just checked my ISA opened in February and with a spread of purchases since then it's at -1.3%.
The funds and trusts I picked are global.
Interestingly I've not paid any attention to the FTSE100 but playing around with Trustnet if I'd put money in a tracker at the same approximate times that I made my purchases I'd be around +1.5% whilst if I'd put the money in a global tracker I'd be at around -2.5%.
Of course a couple of months is way too early to mean a thing but when you're new to this the whole geographical diversity and active v passive thing is fascinating.
The funds and trusts I picked are global.
Interestingly I've not paid any attention to the FTSE100 but playing around with Trustnet if I'd put money in a tracker at the same approximate times that I made my purchases I'd be around +1.5% whilst if I'd put the money in a global tracker I'd be at around -2.5%.
Of course a couple of months is way too early to mean a thing but when you're new to this the whole geographical diversity and active v passive thing is fascinating.
So the book arrived can't remember if it was this thread or the 26yo investment ideas one.
Good holiday read no doubt in between playing in the pool.
I have also invested in FTSE100 - my first fund bought was FTSE 100 - then about 3 years ago, I started getting USA, Worldwide, Asia, South America (very small holding south america - quite volatile).
It is a mindfield, especially when you look at all the funds products avaliable, I use Hargreaves Lansdown (some hate some love).
Good holiday read no doubt in between playing in the pool.
I have also invested in FTSE100 - my first fund bought was FTSE 100 - then about 3 years ago, I started getting USA, Worldwide, Asia, South America (very small holding south america - quite volatile).
It is a mindfield, especially when you look at all the funds products avaliable, I use Hargreaves Lansdown (some hate some love).
gazza5 said:
So the book arrived can't remember if it was this thread or the 26yo investment ideas one.
Good holiday read no doubt in between playing in the pool.
I have also invested in FTSE100 - my first fund bought was FTSE 100 - then about 3 years ago, I started getting USA, Worldwide, Asia, South America (very small holding south america - quite volatile).
It is a mindfield, especially when you look at all the funds products avaliable, I use Hargreaves Lansdown (some hate some love).
How are you doing? Good holiday read no doubt in between playing in the pool.
I have also invested in FTSE100 - my first fund bought was FTSE 100 - then about 3 years ago, I started getting USA, Worldwide, Asia, South America (very small holding south america - quite volatile).
It is a mindfield, especially when you look at all the funds products avaliable, I use Hargreaves Lansdown (some hate some love).
My FTSE100 tracker loss is down to £72.50 (from a high, or low technically I suppose, of over £500) and the FTSE100 is climbing. If it keeps going, today could be the day I finally break even (although I won't find out until tomorrow because it seems to calculate and update the web site very early in the morning)!
FTSE All World is up 2.61%, so I'm £3.83 ahead on that one (bringing my loss down to £68.67).
Exciting times.
FTSE All World is up 2.61%, so I'm £3.83 ahead on that one (bringing my loss down to £68.67).
Exciting times.
Ari said:
My FTSE100 tracker loss is down to £72.50 (from a high, or low technically I suppose, of over £500) and the FTSE100 is climbing. If it keeps going, today could be the day I finally break even (although I won't find out until tomorrow because it seems to calculate and update the web site very early in the morning)!
FTSE All World is up 2.61%, so I'm £3.83 ahead on that one (bringing my loss down to £68.67).
Exciting times.
Any dividend yet?FTSE All World is up 2.61%, so I'm £3.83 ahead on that one (bringing my loss down to £68.67).
Exciting times.
So close!
Personal rate of return -0.03%
Change -£7.79
Of course in reality there are dividends accruing (not much, but more than £7.79 I'd hope) so technically I am back in the black. Be nice to see it though.
My All World Tracker has made £6.35 on my £178.45, 2.62% in 15 days.
Long term, I know, but fascinating all the same.
Personal rate of return -0.03%
Change -£7.79
Of course in reality there are dividends accruing (not much, but more than £7.79 I'd hope) so technically I am back in the black. Be nice to see it though.
My All World Tracker has made £6.35 on my £178.45, 2.62% in 15 days.
Long term, I know, but fascinating all the same.
It says 'dividend schedule - quarterly', but I'm not sure when that's from (when I invested, or just every three months from the beginning of the year).
This is it: https://www.vanguardinvestor.co.uk/investments/van...
This is it: https://www.vanguardinvestor.co.uk/investments/van...
Ari said:
So close!
Personal rate of return -0.03%
Change -£7.79
Of course in reality there are dividends accruing (not much, but more than £7.79 I'd hope) so technically I am back in the black. Be nice to see it though.
My All World Tracker has made £6.35 on my £178.45, 2.62% in 15 days.
Long term, I know, but fascinating all the same.
I'm a pillock! Just had a look to see whether today's slight uplift had gone in yet and realised that actually, I'm already back in profit! Personal rate of return -0.03%
Change -£7.79
Of course in reality there are dividends accruing (not much, but more than £7.79 I'd hope) so technically I am back in the black. Be nice to see it though.
My All World Tracker has made £6.35 on my £178.45, 2.62% in 15 days.
Long term, I know, but fascinating all the same.
The £7.79 is a positive, not a negative, and the return is +0.03%
If I had brains I'd be dangerous...
Anyway, jolly good news! Might all change tomorrow but it gives me a little more confidence that the swing works both ways.
xeny said:
Ari said:
it gives me a little more confidence that the swing works both ways.
The next step is realising the best time to put money in is when it looks as if the swing is only the wrong way.The final step is getting the mental strength to put money in at that point.
Currently £155.20 up on the FTSE100 tracker, plus £9.22 up on the £178.45 that went into the World Tracker. Need to top that one up some more at some stage but it's been an expensive couple of months...
If I had to guess, bouncing around sideways over the summer and then continuing up in the late autumn or having a gently upwards summer and then a correction in the autumn.
There's lots of scope for "events dear boy events" though, between brexit non-negotiations pushing the exchange rate around (thinking from a FTSE 100 tracker perspective especially) and Trump/Iran.
Fortunately I don't have to guess.
There's lots of scope for "events dear boy events" though, between brexit non-negotiations pushing the exchange rate around (thinking from a FTSE 100 tracker perspective especially) and Trump/Iran.
Fortunately I don't have to guess.
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