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 month changes

We have added additional £20,000 funds into the ISA and hope to be more active this year, though we are also managing various other projects.

So we start 2023 with a portfolio value of £40,000

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