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.
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
Current Value (As at 8th November 2021) = £307,654including cash
Value at 8th November 2021 = £307,654
Target for 8th November 2022 = £359,355
Target for 31st December 2021 = £300,000
Value of SIPP at commencement of this blog on 1st August 2012 = £51,684.02.
Capital Growth is equivalent to 12.905%pa since Aug 2012 (not including monthly contributions and occasional deposits).
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