Sunday, 29 November 2009

My Current Low Charge Portfolio – November 2009

As this is the first My Current Low Charge Portfolio let me explain what I will be presenting monthly. I will present 2 charts. The first is My Current Low Charge Portfolio and the second is a Desired Low Charge Portfolio. The Desired is calculated using a number of criteria which will be explained over time but it will vary when Equity Market prices or earnings increase or decrease in price. Additionally it will change as I age.

Over time I will explain each of my asset classes in more detail.

Current UK Retail Prices Index: -0.78%
Current Annual Charges: 0.59%
Current Expected Annual Return after Inflation: 4.24%
Current Return Year To Date: 21.5%
How close am I to retirement: 39.7%

1 comment:

  1. Hi GK,

    Looks like you've put a lot of work into this.

    I will read through this week :)