- Nov 15, 2006
- 4,270
How very cavalierI don't bother filling in the spreadsheet whilst on holiday unless away for more than 3 weeks
[Misc] Retirement
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Dave the OAP
Well-known member
They plummeted last week when they thought the Americans were going into recession, but have recovered nicely to not be too far away from the amounts post mini crashGood to see we’ve moved back to “look at me I’m booking holiday“ rather than look at my investments on this thread
my premium bonds (only 10k) can effing well do one now and we are spending them on two holidays and nice new mizuno wedges ( well 2 anyway 52 and 56 degree)
I have all mine under one investment company who spread the risk over 20 different companies and it does very nicely. Just got to work out how best to drawdown that is tax efficient as I get my state pension in 2 months time. Woooooohooooo.
- Nov 15, 2006
- 4,270
I am with Aviva and they are spread very thinly across numerous companies, all low risk because I am OLD. Doing OK too
If you don’t keep an eye on your investments, you may not be able to afford that holiday!Good to see we’ve moved back to “look at me I’m booking holiday“ rather than look at my investments on this thread
Dave the OAP
Well-known member
Ours are medium to low risk and it’s averaging about 6.6% annualised return.
the trick is to know when you start drawing on it significantly not knowing how long you are going to live and at what point in your life you won’t want to do big holidays anymore. Not that we can do the far east holidays yet as we stall have an aging parent to look after
Google Finance keeps a track of my Watchlist and the company that I have my investments with has an app that gives me everything in detail, should I dare look!What apps do people use to keep track of their portfolios when on holiday ?
Spreadsheets? I thought the hotel housekeeping department did that when on holiday.
A mex eyecan
Well-known member
- Nov 3, 2011
- 3,878
surely your concierge does it for you?I don't bother filling in the spreadsheet whilst on holiday unless away for more than 3 weeks
Doonhamer7
Well-known member
- Jun 17, 2016
- 1,454
Now I’ve hopefully got my finances sorted, I thought what the f am I going to with my time (Mrs D7 does not agree playing FM24 into the 23rd century as my sole hobby!). So I’ve made myself a bucket list of places to go, things to do, achievements to make and I’ve ended up with 175 items so far. I’ve now realised I’ll have to cost it up and that will probably add another 5 years to my retirement age, so maybe another degree at £27k+ and a cruise to Antarctica at £10k/head are off the list
Weststander
Well-known member
All’s well in the markets again. Anyone here … have your IFA’s or managers very recently sold, following Buffett’s lead?
Not in may case, all long-term views.
I run my own investments, so no!
At my age, I just enjoy the ISA’d divis, regardless of the markets ups and downs!
Half Time Pies
Well-known member
There was this article in city am yesterday comparing st james place funds to vanguard:
www.cityam.com
St James's Place takes on Vanguard, but charges 350 per cent more
St James's Place is no stranger to high fees, but its Polaris range has come under fire for charging seven times more than its competitor.
www.cityam.com
LamieRobertson
Not awoke
ADVFN ….the non sub version….they have a BB as well …Westie is on it with the handle RichgitWhat apps do people use to keep track of their portfolios when on holiday ?
I use it to monitor my portfolio and ‘watchlist’ on a daily basis …it’s good to check how many pennies I might have made or lost on ‘paper’
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Weststander
Well-known member
NSC’ers …. any recommendations of a good IFA please. I’ve a London based friend approaching state retirement age, with a very healthy sum in a managed money purchase.pension pot. They lack confidence all on such matters, they need guidance on what to do next. Ideally to pay for advice and ongoing management, but not heavily hit by wealth management, platform and fund charges.
I have a large garage full of 'investments' I keep an eye on. Some evenings I just look at them . . . I use them for holidays.If you don’t keep an eye on your investments, you may not be able to afford that holiday!
can't afford to retire though
Try Josh Butten at Boosst. Advisers of the Year many times over and always fantastic advice. Wish we'd found them years ago:
boosst financial - The future is what you make it - Financial Plannners Bedfordshire
boosst financial, working with you to create and realise a financial plan that's as individual as you are.
www.boosst.financial
Just the one, I flipped the ratio of cars to garages from 3-1. Plenty of Lambrettas thoughScooters etc.?
I seem to recall you were rather keen on Ford Cortinas too! Have you still got any?
- Jul 10, 2003
- 27,772
Just the one, I flipped the ratio of cars to garages from 3-1. Plenty of Lambrettas though
Which reminds me, I must get my investment MOT'd. I've been busy and it's run out. Only another 14 MOTs to go, I wonder which of us will go first
