#268254
Postby Itsallaguess » November 30th, 2019, 12:01 pm
Interesting results so far, and I'll borrow monabri's useful index-data as well, to help compare my own results -
Compared to the above, my HYP (which is a hybrid of around 60% single-shares and 40% Investment Trusts) rose 2.3% including dividends, so also somewhere between the FTSE 100 and FTSE 250 gains over the same period. As monabri has said, it looks like there's been quite a small/mid-cap bounce over the period, which might have been expected given what seem to be the current political headwinds.
The exercise this year for me has proved to be as easy to carry out as last year, and I will now drop back to what is my normal routine of monitoring at the end of every week, usually on a Friday, which provides a good enough drum-beat for what I see now as a really settled investment strategy that I'm following.
As I've said elsewhere, I do spend some time actively dividends-received every month, across a couple of separate accounts, and capturing those in my dividend-tracking spreadsheet, which gives a great rolling view on how my income-strategy is progressing.
I will hopefully be looking to explore some early-retirement plans at some stage, and my dividend-tracking spreadsheet is my number-one tool for gaining the confidence I'm going to need whenever such plans grow any proper wings, so I consider the time spent on that data-gathering as quite a worthwhile pursuit.
For the number of years that I have been gathering this data, it's already given me some real confidence that not only am I pursuing a strategy that I really enjoy, but one that with a fair wind is likely to deliver the results I'm asking of it within the time-scale required for that delivery. I feel so lucky to be able to tick all those boxes, as I did struggle to initially find an investment approach that did so - and it was a frustrating couple of years whilst I experimented with a few different approaches that seemed to tick a couple of them at any given time, but never all of them at once, so to now be in a position where they are all ticked is something I really am very happy about.
Tracking capital values and share-prices though? Well, that's not for me nowadays really, except when it might come to opportunities for sales or purchases to be made, which is infrequent enough for those processes to be satisfied by my once-a-week portfolio-view on a Friday.
Thanks for everyone's interest this year. With a fair wind (and without wishing to dwell on the matter here...) we might hopefully see a more settled period in 11 months time when we hopefully return for next year's test....
Cheers,
Itsallaguess