Pension Builder
Having given up on the professionals, this is my own actively managed UK private pension (SIPP). I have a target for annual growth of 15% which - should I achieve it - will give me a Pension fund value of over £500,000 when I reach my 65th birthday.
SIPP PROGRESS
Tuesday, 5 November 2024
5th November - SIPP Update
Friday, 19 July 2024
Back in the game! SIPP Portfolio 19th July 2024
Saturday, 30 July 2022
Saturday 30th July 2022
Saturday, 1 January 2022
SIPP value as at 1st January 2022
Happy New Year!
I've moved the funds into the infrastructure Investment Trust 3i Infrastructure, which while not being a likely growth investment, is more of a defensive investment against future downturns.
Thursday, 2 December 2021
SIPP value as at 1st December 2021
One month on from the birthday blog and it has been a period of consolidation.
Unfortunately, a new variant of Covid has developed and that has put a dampener on the markets, taking a bit of the froth of the recent growth away. Fingers crossed, we don't go into another spiral of falling values that hit the markets in Feb-March of 2020; but maybe the markets are more resilient now?
It's not a time to be doing anything drastic (just yet), and I'm on the lookout for where the next direction is coming from - so you may see a few share purchases in the next few months as I endeavour to reposition the SIPP portfolio for more growth.
Saturday, 6 November 2021
The Birthday Blog - 62yo on Monday 8th November
It is that time of year again: the Birthday Blog!
I've smashed my target value of £291,000 for the year, and I'm 2-months ahead of my year-end target of £300,000. You may notice that I have reduced the number of holdings from 13 down to 10, and in doing so I've increased the value of my "plays".
Monday, 4 October 2021
SIPP Value as at 1st Octber
Not the greatest month for the SIPP, as the value has gone down from £303,518 to £287,581 which is a drop of 5.25%.