Current Value (As at 31st July 2018) = £174,203 including cash
Target for 8th November 2018 = £183,474 (see Projected Growht page)
Value of SIPP at commencement of this blog on 1st August 2012 = £51,684.02.
Monthly contributions since commencement of blog = 36mths @ £300 plus 34 months @ £750 = £36,300
Capital Growth is £174,203 less (£51,684+£36,300) = £86,219

Monday, 19 August 2013

Transactions 19th August 2013

This blog is simply a "diary" of the trades on my SIPP.
The intention is to detail what I've bought and sold, and provide a brief explanation as to why. You should be aware that this is not a share "tipping" site. I will make no recommendations to buy or sell shares as I am not regulated to do so by the FSA. I will simple state what I have already bought and sold personally. You should ALWAYS do your own research and come to your own decision on share trades. If you follow my trading and lose money you only have yourself to blame, and not me.

Following the turmoil in the markets towards the end of last week, my SIPP value has taken a bit of a hit and is down about £700 to £62,832 from £63,532 this time last week.

I'm not sure which way Ashtead Group (AHT) is going as - following sharp drop from a "high" of 736 in mid-July - I halved my shareholding to 700 shares last week. If there is a recovery from today's price of 649 then I'll probably take my profit if the share price breaks 700 again in the next could of weeks.

Over the course of last week, I bought a total of 1000 shares in International Personal Finance (IPF) at a average cost of 593 (trading this morning at 605).

I also completed my transfer from Barclays Bank (BARC) into HSBC (HSBA) and I now hold no Barclays shares. This was a great performer for me over the past year since my initial purchase of 100 shares at 184 on 30th August 2012. Overall, I purchased 3836 shares at a cost of £9,522.18 which I sold for a total of £11,15.56 - a total profit of £1,635.38 (or 17.17%). My "banking" investment is now all in HSBC, with whom I now hold 1620 shares purchased at a cost of £11,574.79, or 714.50 (including fees).

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments being undertaken when investing in a Pension (SIPP). This blog is not personal advice, but is a record of the authors own investments.

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