Jun ’18 Performance

So a chance to take a look back at the performance across the board for June.

As I covered in my “How I measure performance” – basically I take the value of the portfolio at the end of last month, add on any contributions for the month, and that was my starting value. End value is the value at the end of the reporting period. Simples 🙂

‘folio Perf. Notes
Company Pension 0.38% No income generated as all funds are in growth or reinvested
Personal Pension -0.31% No income generated as all funds are in growth or reinvested
ISA 1 0.07% No income generated as all funds are in growth or reinvested
ISA 2 -0.41% The performance does not include the income that was paid out into my account
ISA 3 0.16% Although dividends are paid out, they remain in the ISA wrapper, and will get reinvested for growth. The performance figure includes both the Capital growth, and also income received which will get reinvested.
ISA 4 -0.32% Go T’ Pub ISA
FTSE-100 -0.54% This excludes any dividends
FTSE-250 -0.07% This excludes any dividends
FTSE-All -0.47% This excludes any dividends
S&P500 0.09% This excludes any dividends
Dow Jones -0.86% This excludes any dividends
VWRL -0.26%
VHYL -1.02%
GBP/USD -0.63% This was taken on the spot rate on the close of the last day of the month. Going forwards I will pick up the exchange rate from www.xe.comfor consistency and real life 🙂

So, really a completely uneventful month. There really isn’t much to say other than continuing to tick along, with money dropping in to the investments, and off we go!

Really a very boring month!

Note: If you are in London this week there is another FI Meetup on Thursday evening, if you are interested, head over to the FB site and find us!

Author: fireinlondon

Fighting the high cost of living in London

One thought on “Jun ’18 Performance”

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