Portfolio value
£940,803.56
Ex-pension £581,529.33
Day +0.55%+£5,146.93YTD +9.25%+£87,007.3612mo +16.88%+£158,801.22
Net worth
£1,274,613.56
Carter family £1,554,565.86
Family
Portfolios
Self-Invested Personal Pension
Self Invested Personal Pension (SIPP)
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3 holdings
General Investment Account
General Investment Account (GIA)
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2 holdings
Stocks & Shares ISA
Stocks & Shares ISA
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3 holdings
Cash ISA
Cash ISA
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0 holdings
Asset Allocation
Equities
56.4%Bonds
4.2%Property
26.2%Cash
13.3%Properties
Family Home
Appreciation: 2.35% p.a.
£462,750
Equity: £333,810
Mortgage: £128,940@ 4.37%
Total mortgage: £128,940
Equity: £333,810
Portfolio Coach
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