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

Some impressive numbers here. On the simple calculation in the OP, I’m up 13.4%. Ā£849 profit. I’m confident if I’d stuck with IG I wouldn’t have done as well as I’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, we’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, I’m a long-time investor and I personally think highly of the company and especially its CEO:

My conviction about Tesla doesn’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 - I’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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I’m up 10%. Like Viktor I’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 ETF’s after 8 years, dividends taxed as income and no ISA. Lucky ducks!!!

This was on DEGIRO but I’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 doc…thanks lads. I should be approved by Tuesday and can’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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I’m Irish myself but I have been in England the last 7 years, but those tax figures don’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. It’s 41% exit tax on all ETF’s after 8 years. Not available for capital gains allowance. Even then capital gains hasn’t changed in Ireland for 20+ years. I’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 ETF’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 can’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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What’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. It’s a way to measure return by taking into account how long you have owned an asset.

I’ve started to use it since I saw it on SimplyWallSt.

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Thanks, I’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 they’ve made year on year? I’ve seen another similar post but I know that there’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 didn’t have enough to pump into Tesla at the time, so can’t wait for fractionals to arrive!

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