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


Tuesday, 2 January 2018

Just for the record

As of 10am this morning, the value of the SIPP was:-

Equities = £142,350.00
Cash =        £16,865.00     Total = £159,215.00

The value of the ISA was:-

Equities = £84,228.00
Cash =      £ 3,170.00     Total = £87,398.00

Value as at 8th November 2017 = £153,000
Target growth at 15%pa = £22,950 (£153,000 x 15%)
Contributions in year: 12 @ £750 = £9,000
Growth on contributions:
£9,000 / 2 = £4,500 @ 15% = £675

£153,000  + £22,950 + £9,000 + £675 = £185,625
Say, Target for 8th November 2018 = £186,000

As usual at this time of year, I'm on the lookout for new investments to invigorate the portfolio - and I hope to advise readers of the blog of those new investments with my next posting.

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