SIPP PROGRESS

Current Value (As at 12th June 2017) = £139,750 including cash
Target for 31st December 2017 = £153,000
Value at commencement of this blog on 1st August 2012 = £51,684.02.
Monthly contributions since commencement of blog = 36mths @ £300 plus 22 months @ £750 = £27,300
Capital Growth = £139,750 less (£51,684.02 + £27,300) = £60,766+

Monday, 3 April 2017

Contributions to date and current holdings - April 2017


The value of the SIPP at commencement of this blog on 1st August 2012 was £51,684.02

Since that date, my contributions to the SIPP have been

Sept-2012 to July-2015

35 @ £300 = £10,500

August-2015 to March-2017

20 @ £750 = £15,000

Total contributions = £25,500

BAE (BA.) 1095 shares worth £6,936
Blackrock Smaller Co IT (BRSC) 1170 shares worth £12,285
G4S (GFS) 2023 shares worth £6,190
GlaxoSmithKline (GSK) 390 shares worth £6,468
GVC Holdings (GVC) 1017 shares worth £7,307
Imperial Brands (IMB) 170 shares worth £6,595
JPMorgan Emerging Markets IT (JMG) 655 shares worth £4,775
Lancashire Holdings (LRE) 1195 shares worth £7,940
Legal and General (LGEN) 2396 shares worth £5,886
Pacific Assets IT (PAC) 1192 shares worth £4,650
Paysafe Group (PAYS) 8000 shares worth £36,920
Sage Group (SGE) 925 shares worth £5, 832
Schroder Asia-Pacific IT (SDP) 1292 shares worth £4,732
Segro (SGRO) 1578 shares worth £7,132
Senior (SNR) 780 shares worth £1,615
Cash = £2,952
Portfolio Value = £128,000 (approx.)
 

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