Performance so far


Since the start of 2012 I have:

Gained 2.94% (excluding dividends and costs) of my investment - and the market is up 26.30% according to Google Finance

Been rated in the 65th percentile of all listed Trustnet.com OEIC managers (including dividends and costs - assuming that the market-average 1.6% per annum TER is charged across the board)

Achieved an average yield of 1.44% (averaged over the last twelve months) - compared to a market average of 2.8% (according to Digital Look).

Invested in a way that should deliver a pension around 48% of the value of my current income, based on current annuities and growth rates

Wednesday, 1 January 2014

Thoughts for 2014

I just looked back over my thoughts for 2013, and was reasonably impressed with the general thoughts - except for my expectation that gold would go up in value and that Caretech might be a dog ......

But what about 2014?  This coming year's predictions are:
  • Her Majesty's Government come to the conclusion that the FTSE is only meant to go up ... and therefore ensure that Carney and his chums do everything in their power to make this come to pass (bad news for savers)
  • The Daily Mail enjoys a year of nominal house price increases
  • Europe appears to get back on track
  • The Americans have a wobble
  • Canada implodes, leading to questions about Carney's capabilities - particularly when he sidesteps the issue of unemployment dropping below 7%
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