SIPP PROGRESS

Current Value (As at 16th December 2024) = £266,230 including cash

Highest Value (as at 8th November 2021) = £307,654
Target for 8th November 2024 = £275,000
Target for 8th November 2025 = £310,000
Value of SIPP at commencement of this blog on 1st August 2012 = £51,684.02.

Wednesday, 30 April 2025

SIPP Portfolio 30th April 2025 - it's been a tough 100 days!

 I've been afraid to look at my SIPP in recent weeks, as the news coming out of the USA has been just too depressing. Oh, for the benefit of hindsight!

In simple terms, we're all up the creek without a paddle - unless you are part of the Trump entourage with a handle on what madcap decision he is going to invoke next, and can (therefore) buy or sell your portfolio accordingly: otherwise known as insider trading.  If the rumours and evidence on social media are to be believed - and I've not seen anything to counter them - the Trump entourage have made a killing on the markets, while the rest of us have been presented with a 15% "correction" which may not be the end of the market turmoil. 

Over the last 100 days, my SIPP has dropped in value from around just under £280,000 to a 12-month low of £227,000, before recovering to £257,000 as I write today.  It has been nerve-wracking.

I've tried to stem the turmoil and losses, and better-position the SIPP for recovery by selling the entire holding in the S&P500 (CSP1), British & American Tobacco (BATS), and Seplat (SEPL). I've also made a small reduction in the holding of HG Capital trust (HGT).  I've redistributed the funds into Allianz Technology (ATT), Edinburgh Investment Trust (EDIN), Palantir (PLTR.US) and the TP ICAP Group (TCAP).

Currently, my holding are:-
3i Group: 677 shares valued at £28,555
ATT: 5000 shares valued at £17,425
EDIN: 4328 shares valued at £33,195
HGT: 11000 shares valued at £55,880
IMB: 684 shares valued at £20,985
JGGI: 11930 shares valued at 60,007
PLTR.US: 164 shares valued at £14,244.48
TCAP: 10648 shares valued at £26,939
The SIPP Portfolio has value of approx £257,000 with a small amount of cash.

Where do we go from here?

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