05 July 2019

Investment Review - June 2019

Here's the combined portfolio update on the last working day of June :-




Share / Fund Purchases in the Period
None, except for reinvestments of dividends received.

Share / Fund Sales in the Period
None.

Passive Income Index
The index stood at 440.0 at the end of June.  At this halfway point of the year, in cash terms the passive income stream is already >55% of the total received during the whole of 2018, so 2019 is on track to be a better year.

Commentary
There was good progress again in the period with new portfolio highs reached in April and again in June.  It was a mixed bag in terms of individual performances, although there were many more risers than fallers, but WPCT.L in particular suffered very badly due to Neil Woodford's well-documented woes with his open-ended funds.  

The total return from the High Yield Group within the SIPP was also negative in this quarter.


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