Interactive demo of James Carter's illustrative account. Changes to projections are temporary.

Portfolio value

£279,984.83

Ex-pension £76,211.86

Day +0.66%+£1,842.13YTD +11.06%+£30,978.0712mo +19.94%+£55,819.33
2 wrappers·2 holdings

Sarah Carter's Portfolios

Marketing Workplace Pension

Self Invested Personal Pension (SIPP)

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1 holdings

Sarah's Stocks & Shares ISA

Stocks & Shares ISA

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1 holdings

Asset Allocation
Equities
87.5%
Cash
12.5%
Properties

No properties added yet.

Portfolio Coach

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