On sitting down to write this review, I have realised my portfolio tracker hasn't been updating itself since the end of October when I "fixed" a bug. What a quiet last 2 months to a turbulent year it had seemed! I thought I was finishing the year with a -0.1% return in GBP. Better fix my fix and see the truth...
Turns out the real figure is +3% in GBP. By share:
Winners:
- Plus 500: +40%
- Berkshire Hathaway: +16%
- Ferrexpo: +17%
Losers
- Barclays: -12%
- Aviva Preference Shares: -12%
- Natwest Preference Shares: -15%
- iShares Emerging Market Dividend Fund: -23%
- TAG Immobien: -44%
In USD I'm down about 10%. US inflation has been about 8%, so in real terms, in USD, I'm down about 18%. Yikes.
GBP has weakened very slightly against NOK over the year, so my non-inflation-adjusted NOK return is +2%, which after inflation is around -5%.
Despite a modest profit on Ferrexpo I would have done far better this year by sitting on my hands and not trading at all - TAG Immobilien in particular has been a stinker. Perhaps I'll buy some more.
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