The figures here are from the equities and funds. The figures are not 100% accurate as I've added money to the portfolio over the previous year, but because it's not unitised I've reduced the monthly figure each time by the amount invested cumulatively. It's also complicated by a pension transfer from an old personal pension to a SIPP which cost a bit in terms of fees and is reflected in the August figures. It's close enough as far as I'm concerned to give me some insight as to the possible swings that can occur.
Nov 16 - Dec 16 4.06%
Dec 16 - Jan 17 2.33%
Jan 17 - Feb 17 5.09%
Feb 17 - Mar 17 3.9%
Mar 17 - Apr 17 0.86%
Apr 17 - May 17 3.15%
May 17 - Jun 17 -3.91%
Jun 17 - Jul 17 3.13%
Jul 17 - Aug 17 -4.05%
Aug 17 - Sep 17 2.87%
Sep 17 - Oct 17 -0.76%
Thanks for that Capt. Flack, and right on time too, so we're able to compare tomorrow's difference from the end of October when we last looked at our portfolio tools. Who'd have thought we could keep it up!
It's been a great personal test for me too, and I've got to say that I have wondered on more than one occasion if I'd have been able to keep at it for the whole month if I didn't have a few great people here with me that were also giving it a go. Having this thread going on throughout the test has been a great source of interest and camaraderie, so thanks to everyone who's also been along for the ride, I'm very grateful for your own interest in this little test.
I'll try to give a month-to-month update of capital differences some time tomorrow afternoon, and I'd be very interested to hear from anyone else who's able to work out a similar figure for their own portfolio too.
I think I'll try to go Friday-to-Friday from now on, at least for a while, and just see how that goes, but no matter how I end up doing from now on, I do propose to run 'No-Look-November' at the same time next year, and will advertise the fact in good time so we can all get organised and mentally prepared for it again in just 11 months time!
Well done to everyone who's managed to go for the full month without taking a peek. We all know how hard it's been, otherwise we wouldn't have wanted to test ourselves, so great work all round!!