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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