I have added another £5k cash into the Invest GIA, so the total of £182,479 includes a recent addition of £10k.
I used some of that cash to buy £1k of nVidia at $162.9 (currently down 1%).
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| £120k + £40k deposited - so £22.5k gain over 30 months. |
My portfolio is strong on Tech and miners/gold/silver and both are down at the moment. IRR on the Invest account is 40% (it has been as much as 100%!). So it appears I am not the world's greatest investor after all! Profit on my £40k ISA is virtually 0!
The star performers have been Eli Lilly, AppLovin and Regeneron Pharmaceuticals. Balfour Beatty also sneaked in a +7% gain over the last 30 days.
I have £3.5k as cash and hope to pick up some tech stock on their way up (or gold). My black leather jacket is already on order however, as I feel lucky!
UKCGT.xyz - capital gains calculator
I have been doing some more work on my ukcgt.xyz capital gains calculator website to add support for AIM shares and T212 Share Distributions.
I have used the calculator for my own HMRC Self Assessment report and I am about to submit it.
The calculator accepts multiple broker CSV files and so it makes capital gains calculation painless, especially if you have more than one share broker.
You can find a comparison of FiscalFox vs ukcgt.xyz here. You can try FiscalFox for free. Note that they do retain your trade data for a few weeks though (for investigating any issues). ukcgt.xyz does not store your trade data or files - it is only kept on your local system/browser.
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