SIPP PROGRESS

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


Thursday, 8 January 2015

End of year report for 2014

The value of the SIPP at the time of writing is £75,780 which is well down on my target for 31st December 2014 of £86,000 - but it is still up £5,380 for the year. If we take away the 12 monthly contributions of £300, and we are left with "growth" of just £1,780, or just 2.50%.

Currently, the SIPP portfolio consists of:-
Booker (BOK) : 4,500 shares valued at £7,080 (approx)
Fidelity Asian Values IT (FAS) : 1,337 shares valued at £3,250
GlaxoSmithKline (GSK) : 620 share valued at £8,800
International Personal Finance (IPF) : 2,000 shares valued at £8,700
JPMorgan Emerging Markets IT (JMG) : 600 shares valued at £3,600
Jupiter US Smaller Companies IT (JUS) : 500 shares valued at £3,400
Optimal Payments (OPAY) : 4000 shares valued at £13,950
Scapa Group (SCPA) : 2,080 shares valued at £2,740
Segro (SGRO) : 1,140 shares valued at £4,440
Telit Communications (TCM) : 850 shares valued at £1,900
XChanging (XCH) : 1,740 shares valued at £2,670

That balance is cash of £15,183.86

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