Performance and Costs
On this page, I provide updates on the performance and costs of the example portfolios I’ve set up using my own money.
Click on the green links to jump to the relevant portfolio.
£10,000 Higher-Risk Rated Portfolio
£50,000 Higher-Risk Rated Portfolio
£10,000 Medium-Risk Rated Portfolio
£50,000 Medium-Risk Rated Portfolio
£10,000 Higher-Risk Rated Portfolio
Data sourced from Refinitiv Eikon and David Ryder.
As I predicted, the performance has fallen a little. It had too, it was too high. The 36.92% return after fees is still very good for 21 months, and I won’t be at all surprised if performance continues to stagnate or fall while the geopolitics of Ukraine-Russia, US-everywhere else, Israel-Palestine play out.
Data sourced from Refinitiv Eikon and David Ryder.
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£50,000 Higher-Risk Rated Portfolio
Data sourced from Refinitiv Eikon and David Ryder.
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£10,000 Medium-Risk Rated Portfolio
Data sourced from Refinitiv Eikon and David Ryder.
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£50,000 Medium-Risk Rated Portfolio
Data sourced from Refinitiv Eikon and David Ryder.
This medium-risk portfolio provides a good contrast to the performance of the higher-risk portfolio at the top of this page.
Between February and May 2025, the higher-risk portfolio lost almost 15 percentage points in value and since added 20 percentage points in value. Over the same period the medium-risk portfolio lost only 8 percentage points and since added 13.
This is not an entirely scientific comparison, but it gives a useful indication of what is meant by “risk”, i.e., the speed and severity of price movements.