For those who follow such things, my initial investments were made in August and September last year. I discussed them here.
The status of my investments as of close of business today (1 August 2006) is as follows:
|Instrument||Date||Buy price||Current price||Return including dividends|
|FTSE 100 Tracker||12 August 2005||540.90||590.50||11.45%|
|FTSE 100 Tracker||22 August 2005||540.12||590.50||11.61%|
|MSCI Japan||24 August 2005||613.50||708.50||16.46%|
|MSCI Japan||19 September 2005||640.00||708.50||11.63%|
|Morrison (Wm)||16 September 2005||183.97||203.25||12.49%|
|Premium Bonds||16 September 2005 (est)||100.00||100||2.5%|
There are several points to note
- Premium Bonds suck as an investment. I put a big chunk into Premium Bonds and, as you can see, they performed tragically compared with the equity investments (but then I guess there were a little safer).
- I didn't reinvest dividends.... I know... I know.... I just never got round to it
- These figures don't include the annual £25 charge from Selftrade
- Stripping out the Premium bonds, the annual return was 12.63% - beating the FTSE by about a percent.
- These figures are for an approximately 11-11.5 month period
So, all in all, the my little foray into the investment game has paid off so far. I've now sold my premium bonds to cover the stamp duty I have to pay on a flat I'm buying and am hoping not to have to touch anything else for a while to come.