Page 38 - DIY Investor Magazine | Issue 41
P. 38
MY H1 2024 PORTFOLIO REVIEW
Here’s my portfolio review for the first half of 2024. I was up 7.1% while global markets r and the trust sector gained 5.8% - by ITinvestor
· August 2024 38 My performance
Here’s my portfolio review for the first half of 2024. I was up 7.1% while global markets rose 11.1% and the trust sector
This table summarises both my recent and longer-term performance against a range of c gained 5.8% - by IT Investor
MY PERFORMANCE
DIY Investor Magazine This table summarises both my recent and longer-term performance against a range of comparators:
2022
Portfolio/comparators
H1 2024
2023
Annualised since Jan 2018
+7.1%
-13.0%
+7.3%
My portfolio
+9.2%
+11.1%
-8.0%
+9.7%
Vanguard FTSE Global All Cap (fund)
+14.7%
+5.8%
-11.2%
+5.0%
Vanguard LifeStrategy 60 (fund)
+10.1%
+7.9%
+0.3%
+4.6%
Vanguard UK All-Share Index (fund)
+7.8%
+5.8%
-16.6%
+5.8%
FTSE Closed-End Investment (index)
+4.9%
o
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