Starting off 2025
We topped off our ISA with another £20,000 at the end of last year. So we have a beginning balance of £62,246.52 for 2025.
Portfolio Performance – 2024 Year
VUKE went up by 7.88% in 2024. Comparatively our portfolio went up from £40,444,23 to £42,072.43 resulting in a 4.03% return.Which means we underperformed the benchmark. We will be more active in 2025 diversifying into ETFs as well as stocks.
Portfolio Performance – 2022 Year
VUKE returned 1.15% in 2022 excluding dividends of around 3.97%.We were not able to identify the small trends up and down and waited out in expectation of a strong trend either side. So we underperformed the market in 2022 with our portfolio returning 0% vs VUKE fetching 1.15% returns. VUKE NAV Annual returns Month to … Read more
Started 2022 with new ISA portfolio of £20,000
On the back of historic money printing and despite the Covid-19 pandemic, the FTSE index gained a very healthy 18.40% in 2021. The Vanguard FTSE 100 UCITS ETF (VUKE.L) that tracks the FTSE 100 ended the year at £ 32.26 on Dec 31, 2021 We are starting 2022 by investing in a new portfolio with … Read more