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).


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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