Some impressive numbers here. On the simple calculation in the OP, Iām up 13.4%. Ā£849 profit. Iām confident if Iād stuck with IG I wouldnāt have done as well as Iād 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%
At Freetrade, weāre 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, Iām a long-time investor and I personally think highly of the company and especially its CEO:
My conviction about Tesla doesnāt mean anyone should jump in or anything, please DYOR!
Worst performer: Royal Mail , -10%
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 - Iāll 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.
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 ETFās after 8 years, dividends taxed as income and no ISA. Lucky ducks!!!
This was on DEGIRO but Iām 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 canāt 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
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!
Iām Irish myself but I have been in England the last 7 years, but those tax figures donāt 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?
Google deemed disposal ireland. Itās 41% exit tax on all ETFās after 8 years. Not available for capital gains allowance. Even then capital gains hasnāt changed in Ireland for 20+ years. Iām 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 ETFās
As the great quote goes āMind 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 canāt 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
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.
Hi, thought it would be good to have a centralised place for what people currently have as their portfolios and how much theyāve made year on year? Iāve seen another similar post but I know that thereās 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
S&P500 38%
AMD 36%
FTSE All World 14%
FTSE250 7%
Disney 4%
Up by 22% since I started investing in November 2018. Unfortunately didnāt have enough to pump into Tesla at the time, so canāt wait for fractionals to arrive!