Like you, I'm invested into funds and as Aviva properly messed up the statement in March on one of my policies, I have to go back 21 months or six months to calculate an approx increasethat's impressive, 13% for me but I take a cautious approach via funds rather than individual shares. My retirement budget is based on 7% growth and 2 years since retiring I'm 2 years ahead of forecast so quietly happy. Been flat for the last 2 months though
Is this shares and riding mainly on GGP? I’ve had 50% on GGP but only a small holding of 3k.FTSE up around 20% over 2025.
How have we all got on?
Had a great year myself with a 71% portfolio gain which is my best ever.
I’d say it’s about 50% funds with the rest in shares with GGP making up about 75% of the value of the individual shares. I’m breaking all my own rules about having too much in one basket but I still think GGP has some way to go.Is this shares and riding mainly on GGP? I’ve had 50% on GGP but only a small holding of 3k.
Mostly invested in funds which have been decent.
My mate got me into GGP. It’s literally his pension fund in his SIPP. Against all advice he bet when the price was pennies, went in big and exclusively, and is sitting pretty now.I’d say it’s about 50% funds with the rest in shares with GGP making up about 75% of the value of the individual shares. I’m breaking all my own rules about having too much in one basket but I still think GGP has some way to go.
I’m in the fortunate position that my investments are unrelated to my pension as I have a final salary pension that goes up every year with inflation so I can take a few risks with my investments without gambling my future. I, too, have a significant GGP holding built up over the last few years with an average price around 6 or 7p, so I’m enjoying the ride but I don’t think it’s going to dip any time soon.My mate got me into GGP. It’s literally his pension fund in his SIPP. Against all advice he bet when the price was pennies, went in big and exclusively, and is sitting pretty now.