Saturday, 15 November 2025

Trading update 2025-11-14 + tips

Thursday and Friday saw a small correction which started to recover slightly late Friday.

T212 Invest portfolio (end Friday 14th Nov.)

My ISA account hasn't changed much

T212 ISA account (end Friday 14th Nov)



T212 Accounts (£)

Deposit  Age     12Sep  19Sep  26Sep  3Oct   10Oct  17Oct  24Oct  31oct  7Nov    14Nov  Result(wk)(IRR since start)      
£20,000   8mths  24,700 25,083 24,619 25,225 25,622 25,790 25,919 26,077 24,619  24,202  -417   (ISA 22% - 20k in April)
£100,000 16mths  76,474 78,574 78,415 80,057 80,138 80,503 82,059 84,871 111,359 111,708  350   (GIA 46% - DCA over 15mnths)

(30K was transferred to my GIA Invest account around 5th November from my ii GIA account.)

My overall LOSS on T212 this week is -£67. 

I currently have over £13K (GIA) + £370 (ISA) held in cash now having bought more this week. I spent approx. 20k and bought the following at bargain prices...

  • Lundin Gold £2k
  • Sofi £1k
  • Top Performers Pie £4k
  • PSRU FTSE  £1k
  • iShares Core MSCI World £1k
  • Regeneron Pharmaceuticals  £500
  • MSCI World Info £1k
  • MSCI World £1k
  • IUCM, XDEV, ICDU £1k each

So my £120K T212 accounts (£20k ISA + £100K GIA) now totals £136k with approx. 13k of that 136k held as cash ready for the next dip!

Tips

I don't have my eye on any particular stock at the moment. The UK Autumn budget is on the 26th November, so I am watching carefully to see if I can buy any FTSE stocks (perhaps more PSRU) before then.

No comments:

Post a Comment