Being the start of the new tax year, I have noted the following changes in my share, IT and ETF portfolio. It is heavily slanted to income.
Using the normal-ish tax year 2018/19 as the comparator, the following following were the end of year results:
1. 2019/20 value -14.5%, income +3.5%
2. 2020/21 value -7.0%, income -13.7%
Not disastrous under the circumstances.
TP2.
Could Be Worse
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- Lemon Slice
- Posts: 769
- Joined: November 4th, 2016, 9:42 pm
Re: Could Be Worse
2019/2020 portfolio down 15% on 2018/2019 ( adding back living expenses taken from the portfolio down 12%)
2020/2021 portfolio up 30% on 20/21 ( adding back living expenses up 33%)
On a cumulative basis then the capital is up 11% on 2018/2019 and it covered living expenses over that period.
Satisfactory.
2020/2021 portfolio up 30% on 20/21 ( adding back living expenses up 33%)
On a cumulative basis then the capital is up 11% on 2018/2019 and it covered living expenses over that period.
Satisfactory.
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- Lemon Quarter
- Posts: 1734
- Joined: November 4th, 2016, 9:40 am
Re: Could Be Worse
And the results are in: Dividend income 79% of 2019-20 tax year. But spending down more!