What percentage are you up? (Or down šŸ¤•)

Some impressive numbers here. On the simple calculation in the OP, Iā€™m up 13.4%. Ā£849 profit. Iā€™m confident if Iā€™d stuck with IG I wouldnā€™t have done as well as Iā€™d have made fewer larger investments due to the fees.

Best performing investment is Nvidia. I started in June.

I changed my strategy from dividends to growth, so my yearly return is a bit low, about 10% - in the context of the almost 30% return the S&P 500 delivered in 2019 and that I consider my benchmark after my strategy switch to growth.

Best performer: Tesla, 250% :zap:
At Freetrade, weā€™re eating our own dogfood, and this is my main account since 2018 (and will remain so, forever). I literally have most of my life savings here. I also have a legacy account elsewhere with 250% Tesla return to date. As many of you know, Iā€™m a long-time investor and I personally think highly of the company and especially its CEO:

My conviction about Tesla doesnā€™t mean anyone should jump in or anything, please DYOR!

Worst performer: Royal Mail , -10% :postbox:
I thought I bought it at a good price around Ā£2, but the company recently said it may fail to deliver on the transformation plan, with the primary goal to have 70% of its sales from parcels (due to the rise of ecommerce) by 2024, with an increasing proportion of the revenue from overseas. That is fine for me - Iā€™ll keep the stock for the dividends and because I appreciate an ambitious and hard-to-achieve plan, which is better than having a realistic but mediocre goal.

Thanks for the thread, @anon810895!

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Iā€™m up 10%. Like Viktor Iā€™m buy and hold. Simple ETF portfolio with 1 investment trust. Had my Freetrade ISA since 6th April 2019.

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Up 36% since I started investing in jan 2019. I stayed away from investing in ETFs and dividend stocks previously because of Irish tax law. 41% on ETFā€™s after 8 years, dividends taxed as income and no ISA. Lucky ducks!!!

This was on DEGIRO but Iā€™m in the process of signing up to Freetrade after @Owen.b and @Wulfy gave me the option to use a scanner app for a docā€¦thanks lads. I should be approved by Tuesday and canā€™t wait. Great numbers posted here by people and I can certainly count this forum as a reason why I think more critically about investing. Value + dividends + growth but also some pure growth companies

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Happy cake day @shane-aurora!

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Up 18% since May so around the same as s&p500. Mostly ETFs but lucky on a few like Alibaba, MSFT and Apple. More importantly feel as if have learnt a lot over past few months but still know much more to learn!

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Iā€™m Irish myself but I have been in England the last 7 years, but those tax figures donā€™t sound good at all if I move home! Can you just switch whatever is in your etf to another and go 8 years again or what? Is there a capital gains allowance at all?

Fantastic news. Have fun on the app and happy :birthday: Shane. :beers:

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Google deemed disposal ireland. Itā€™s 41% exit tax on all ETFā€™s after 8 years. Not available for capital gains allowance. Even then capital gains hasnā€™t changed in Ireland for 20+ years. Iā€™m currently becoming a tax resident of Portugal so I know I will not be tax resident in Ireland in 8 years of buying any of my ETFā€™s

As the great quote goes ā€œMind the pennies the pounds take care of themselvesā€

Edit: you would have to sell an ETF and that creates a capital gains opportunity before 8 years and you can use allowance. But no you canā€™t roll it into a new one or anything. You could always become tax resident of somewhere in year 7/8 and I think you would be ok

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Up 26% with a CAGR of 81%.

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Whatā€™s CAGR?

+151%.

Only Sirius Minerals has let me down.
Morgan advanced, games workshop and centamin are all big winners for me

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Compound Annual Growth Rate. Itā€™s a way to measure return by taking into account how long you have owned an asset.

Iā€™ve started to use it since I saw it on SimplyWallSt.

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Thanks, Iā€™ll be sure to look it up!

start Sept 2019, up by 13%, mostly due to msft and appl, and mcd was a huge dip for me which starting to go back up again.

16.4% from August. However, I have to say, quite naĆÆve because it also depends on how you add cash.

Currently 13% up and have been investing and finding my feet since April 2019.
Best stock for me
Redrow up 40%
Ibstock up 35%
Legal & General up 27%
Avast up 25% (After a huge fall)

Worst Stock
Cineworld down 12%
BP down 7%
Microsoft down 3% (but only just started buying this and it has been up over my purchase time)

Other than that I have 15 stocks and 11 are Up. I am putting together a portfolio of 12 ETFs to add to my overall portfolio. The ETFs are more buy leave whereas I monitor the stocks.

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Hi, thought it would be good to have a centralised place for what people currently have as their portfolios and how much theyā€™ve made year on year? Iā€™ve seen another similar post but I know that thereā€™s videos also that people do on YouTube. So anyone new like myself can see how successful investors go about their portfolios and how often they makes changes etc

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Stock and proportion of my portfolio

S&P500 38%
AMD 36%
FTSE All World 14%
FTSE250 7%
Disney 4%

Up by 22% since I started investing in November 2018. Unfortunately didnā€™t have enough to pump into Tesla at the time, so canā€™t wait for fractionals to arrive!

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Nice idea @Paddy123 - merged your thread into this one as they were quite similar.