Pretty damn good.
2009 was my first year of HYP-ing, and comparing its year end numbers to today:
Capital Value is has increased 4.1x, Annual Income has increased 5.4x, Portfolio Xirr is +10.5% today.
That includes some lump sum contributions along the way, and one disaster: Carillion (CLLN), one semi-disaster: Centrica (CNA).
If my HYP can keep up with its targets, annual income will have (at least) doubled again and I hope to be FIREd ten years from today.
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2010 to 2020.
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Re: 2010 to 2020.
I unitise my portfolio.
On 31st December 2009, the income units were at £3.71 and today they are at £6.32, an increase of 69.7%.
For the last 20 years, the comparison of unit value with the FTSE100 is:
For the Accumulation units, the value on 31 Dec 2009 was £10.24 and today is £28.84, that's an increase of 181%.
TJH
On 31st December 2009, the income units were at £3.71 and today they are at £6.32, an increase of 69.7%.
For the last 20 years, the comparison of unit value with the FTSE100 is:
Yr to HYP FTSE Difference Ratio
Dec-99 1.00 1.00 0.0% 1.00
Dec-00 0.94 0.89 5.5% 1.06
Dec-01 0.87 0.75 15.3% 1.15
Dec-02 0.68 0.57 19.5% 1.19
Dec-03 0.78 0.65 21.1% 1.21
Dec-04 0.89 0.69 28.2% 1.28
Dec-05 1.08 0.81 33.4% 1.33
Dec-06 1.31 0.90 45.5% 1.46
Dec-07 1.22 0.93 31.1% 1.31
Dec-08 0.71 0.64 10.3% 1.10
Dec-09 0.94 0.78 20.2% 1.20
Dec-10 1.03 0.85 20.6% 1.21
Dec-11 1.09 0.80 35.4% 1.35
Dec-12 1.20 0.85 40.6% 1.41
Dec-13 1.42 0.97 45.7% 1.46
Dec-14 1.40 0.95 48.2% 1.48
Dec-15 1.42 0.90 57.7% 1.58
Dec-16 1.55 1.03 50.2% 1.50
Dec-17 1.61 1.11 45.3% 1.45
Dec-18 1.38 0.97 42.6% 1.43
Dec-19 1.60 1.09 47.0% 1.47
Dec-19 1.59 1.09 46.4% 1.46
For the Accumulation units, the value on 31 Dec 2009 was £10.24 and today is £28.84, that's an increase of 181%.
TJH
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Re: 2010 to 2020.
My problem is that I extracted a large amount, about 20% of my portfolio for capital expenditure at the end of 2012 and that makes any comparison difficult but as I am mostly investing for income, my overall result is less than spectacular even from say 1/1/13 after that expense. I have done fairly well since then but it is really only this last year that has been really good. I put myself in the second category.
OTOH incomewise has been very good and that is really what matters to me.
Dod
OTOH incomewise has been very good and that is really what matters to me.
Dod
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