Hi there
I was looking at my HL S&S ISA which I’ve had for the last 7 years or so and have been actively putting money into it.
For the past year, I’ve been putting £600 in per month and previously would mostly put lump sums in. Without saying the portfolio value sum (I hope not necessary for this q), but the total gain or loss is +38%
The portfolio is compiled of mostly funds, some equity positions and to be honest, I feel like a couple years ago I saw the value of the portfolio around the level it is now (even though I have put many thousands into it since).
My question is, let’s say it’s a 7 year timeframe in which I’ve been putting money into this portfolio, does a return of 38% seem decent?
Recently I have been putting money into very popular simple Vanguard S&P 500 / all world / emerging market funds.
Any guidance would be greatly appreciated!
Many thanks!
I was looking at my HL S&S ISA which I’ve had for the last 7 years or so and have been actively putting money into it.
For the past year, I’ve been putting £600 in per month and previously would mostly put lump sums in. Without saying the portfolio value sum (I hope not necessary for this q), but the total gain or loss is +38%
The portfolio is compiled of mostly funds, some equity positions and to be honest, I feel like a couple years ago I saw the value of the portfolio around the level it is now (even though I have put many thousands into it since).
My question is, let’s say it’s a 7 year timeframe in which I’ve been putting money into this portfolio, does a return of 38% seem decent?
Recently I have been putting money into very popular simple Vanguard S&P 500 / all world / emerging market funds.
Any guidance would be greatly appreciated!
Many thanks!