Analysing one annual report at a time
I started this quarter with £3,705.42 in my ISA, of which £3,550 were contributions and £155.42 were profit. I put in £500 more, bringing my total contributions to £4,050, and ended the quarter with £4,512.28, a £462.28 profit from my investments (up £306.86 since the previous quarter). Inputting all the above details into excel and using …
I started this quarter with £2,687.30 in my ISA, of which £187.30 was profit over contributions totalling £2,500, and with about 25% of my funds still in cash. I put in £1,050 more, bringing my total contributions to £3,550, and ended the quarter with £3,705.42, a £155.42 profit from my investments (down £31.88 from the …
This Monday, January 26, Dixons Carphone paid an interim dividend of 3.5p per share. Since I own 400 shares, I received £14 in my ISA (3.5p * 400 = 1,400p = £14). In 2017 the company paid an interim dividend of 3.5p in January and a preliminary dividend of 7.75p in September, for a total dividend of …
A return of 7.26% in the last quarter of 2017 is great! But what was my return for the whole year? Using XIRR to calculate my compounded annual growth rate gets me 13.17% (this would have been my return if I had invested for the full year). But I opened my ISA only on April 19, 2017, making it …
I started this quarter with £2,360.68 in my ISA, having only invested in Provident Financial and being about 75% in cash. I put in £150 more (bringing my total contributions to date to £2,500) and ended the quarter with £2,687.30, a £187.30 profit from my investments. Using XIRR, as in my last performance article, I get a CAGR (Compound …
I started this quarter with £2,100 in my ISA, added £250 more, and yesterday I had £2,360.78 in my account. The only investment I made this quarter, and since starting this ISA, was buying 75 shares of Provident Financial on August 24 for a total of £612.10, which are now worth £622.88, a profit of £10.78 and a …
"You do things when the opportunities come along. I’ve had periods in my life when I’ve had a bundle of ideas come along, and I’ve had long dry spells. If I get an idea next week, I’ll do something. If not, I won’t do a damn thing." - Warren Buffett As you can probably guess …
