RE: Annual review31 Dec 2023 18:58
Casapinos, thank you for starting this interesting topic, it's a good idea to take a look back at the previous year and take a look at what's gone good and bad, and these boards are a great place, not for financial advice, but for sharing ideas, and learning from other investors and picking up investing tips, i know i have made many mistakes and will no doubt continue to make some more
currently i have 4 dividend shares in profit mainly due to adding on the lows, they are lgen/mng/aviva/lloyds these i regard as my core holdings along with psn
i currently hold 8 tracker funds which are all in profit, and intend to make them around 70% of my portfolio, but firstly, and this is where it gets a bit trickier i need to work out what to do with my losing shares
these are dlg currently at 182.45 and i need 2.50 to break even, this went into loss due to inflation and dividend cut, then psn currently 1385.50 and need £15 to break even, hopefully they will both get there, and i have good expectations for house builders in the next year or two, finally i have Vodafone which has dropped over the last 6 years, oh dear? can it make any sort of recovery from it's current price of 68.61 to be honest i really don't know, i just hope it can
any tips on how to improve would be appreciated, and thank you all for sharing information and many tips in 2023, for what it's worth i regard lgen as one of my most reliable dividend shares, look forward to hearing what others are are planning to change in 2024 and wish you all a happy and prosperous new year