SIPP PROGRESS

Current Value (As at 10th May 2017) = £134,850 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 21 months @ £750 = £26,550
Capital Growth = £134,850 less (£51,684.02 + £26,550) = £56,600+

Monday, 3 April 2017

Retained and sold in past 18 months


It has been a long time since I update the Pension Builder blog, and a lot of changes have happened in the meantime.  However, some significant holdings remain an integral part of the portfolio, such as:-

GlaxoSmithKline (GSK) – was 620 shares, now it’s 390 shares

GVC Holdings (GVC) – was 1000 shares, now it’s 1017 shares

Lancashire Holdings (LRE) – was 1000 shares, now it’s 1195 shares

Optimal Payments (PAYS) – was 10000 shares, now it’s 8000 shares

Segro (SGRO) – was 1300 shares, now it’s 1578 shares

BAE (BA.) - was 185 shares, now it’s 1095 shares

Blackrock Smaller Co IT (BRSC) – was 895 shares, now it’s 1170 shares

 

Those that have been sold off completely are:

Fidelity Asian Values (FAS) was 1190 shares

Hill & Smith Holdings (HILS) was 375 shares

International Capital Group (ICP) was 643 shares

Laird (LRD) was 402 shares

RPS Group (RPS) was 686 shares

Brown Group (BWNG) was 492 shares

Ashmore (ASHM) was 300 shares

RSA Insurance (RSA) was 200 shares

Unilever (ULVR) was 58 shares

Pearson (PSON) was 72 shares

Cenkos (CNKS) was 870 shares

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