{"id":15,"date":"2023-01-22T12:53:45","date_gmt":"2023-01-22T12:53:45","guid":{"rendered":"https:\/\/bucketofisa.com\/?p=15"},"modified":"2023-01-22T12:53:46","modified_gmt":"2023-01-22T12:53:46","slug":"portfolio-performance-2022-year","status":"publish","type":"post","link":"https:\/\/bucketofisa.com\/index.php\/2023\/01\/22\/portfolio-performance-2022-year\/","title":{"rendered":"Portfolio Performance &#8211; 2022 Year"},"content":{"rendered":"\n<p>VUKE returned <strong>1.15%<\/strong> in 2022 excluding dividends of around 3.97%.<br>We were not able to identify the small trends up and down and waited out in expectation of a strong trend either side.<\/p>\n\n\n\n<p>So we underperformed the market in 2022 with our portfolio returning <strong><span class=\"has-inline-color has-accent-color\">0%<\/span> <\/strong>vs VUKE fetching <strong><span style=\"color:#15a300\" class=\"has-inline-color\">1.15%<\/span><\/strong> returns.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"553\" src=\"https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/vuke-chart-2022-1024x553.png\" alt=\"\" class=\"wp-image-16\" srcset=\"https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/vuke-chart-2022-1024x553.png 1024w, https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/vuke-chart-2022-300x162.png 300w, https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/vuke-chart-2022-768x415.png 768w, https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/vuke-chart-2022.png 1518w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>VUKE NAV<\/strong> <strong>Annual returns<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"601\" src=\"https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/vuke-performance-2022.png\" alt=\"\" class=\"wp-image-18\" srcset=\"https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/vuke-performance-2022.png 827w, https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/vuke-performance-2022-300x218.png 300w, https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/vuke-performance-2022-768x558.png 768w\" sizes=\"auto, (max-width: 827px) 100vw, 827px\" \/><\/figure>\n\n\n\n<p><strong> Month to month changes <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1022\" height=\"485\" src=\"https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/Portfolio-comparison-2022.png\" alt=\"\" class=\"wp-image-17\" srcset=\"https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/Portfolio-comparison-2022.png 1022w, https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/Portfolio-comparison-2022-300x142.png 300w, https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/Portfolio-comparison-2022-768x364.png 768w\" sizes=\"auto, (max-width: 1022px) 100vw, 1022px\" \/><\/figure>\n\n\n\n<p>We have added additional \u00a320,000 funds into the ISA and hope to be more active this year, though we are also managing various other projects.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"349\" height=\"494\" src=\"https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/BOI-portfolio-value-2022.png\" alt=\"\" class=\"wp-image-19\" srcset=\"https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/BOI-portfolio-value-2022.png 349w, https:\/\/bucketofisa.com\/wp-content\/uploads\/2023\/01\/BOI-portfolio-value-2022-212x300.png 212w\" sizes=\"auto, (max-width: 349px) 100vw, 349px\" \/><\/figure>\n\n\n\n<p>So we start 2023 with a portfolio value of <strong>\u00a340,000<\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8230; <a title=\"Portfolio Performance &#8211; 2022 Year\" class=\"read-more\" href=\"https:\/\/bucketofisa.com\/index.php\/2023\/01\/22\/portfolio-performance-2022-year\/\" aria-label=\"More on Portfolio Performance &#8211; 2022 Year\">Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-15","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/posts\/15","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/comments?post=15"}],"version-history":[{"count":3,"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/posts\/15\/revisions"}],"predecessor-version":[{"id":23,"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/posts\/15\/revisions\/23"}],"wp:attachment":[{"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/media?parent=15"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/categories?post=15"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bucketofisa.com\/index.php\/wp-json\/wp\/v2\/tags?post=15"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}