{"id":1240,"date":"2024-03-22T11:31:55","date_gmt":"2024-03-22T11:31:55","guid":{"rendered":"https:\/\/aimingforfire.com\/?p=1240"},"modified":"2024-03-22T13:18:29","modified_gmt":"2024-03-22T13:18:29","slug":"fire-annual-review-of-2023","status":"publish","type":"post","link":"https:\/\/aimingforfire.com\/fire-annual-review-of-2023\/","title":{"rendered":"FIRE Annual Review of 2023"},"content":{"rendered":"\n

I realise that March is an odd time to do a review of my FIRE 2023 progress but it marks roughly one year since I started to set things out on this blog, it ties in with my birthday, the chancellors budget and the tax year end. So it kinda makes sense to me.<\/p>\n\n\n\n

Maybe next year, I’ll go for the more traditional approach of doing it in January.<\/p>\n\n\n\n

FIRE Portfolio Performance<\/h2>\n\n\n\n

Overall I’m up 14.66% over the last 12 months, which is a good performance.<\/p>\n\n\n\n

Over the course of the last year I have been drip feeding a combination of cash & funds released from rationalising my portfolio into my chosen FIRE portfolio investments. Given how the markets have gone up so strongly, I would have made better returns if I’d have just put it all in in one go but looking at it over a 30 year time horizon I’m not going to cry about the difference.<\/p>\n\n\n\n

I’m now fully invested in the markets, so if 2024 also goes well markets wise (and so far so good), then I’ll get the full benefit of any rise.<\/p>\n\n\n\n

% Gains by Wrapper<\/span><\/th><\/tr><\/thead>
My ISA<\/td>15.18%<\/td><\/tr>
My SIPP<\/td>7.41%<\/td><\/tr>
MAFF ISA<\/td>14.03%<\/td><\/tr>
MAFF SIPP<\/td>13.24%<\/td><\/tr>
Weighted Average<\/td>12.20%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Stock<\/strong><\/td>Ticker<\/strong><\/td>% Gain\/Loss<\/strong><\/td><\/tr>
Vanguard S&P 500 UCITS ETF USD Acc<\/td>VUAG<\/td>14.26%<\/td><\/tr>
Invesco EQQQ NASDAQ-100 UCITS ETF Dist<\/td>EQQQ<\/td>19.32%<\/td><\/tr>
SPDR MSCI USA Small Cap Value Weighted UCITS ETF<\/td>USSC<\/td>10.77%<\/td><\/tr>
Vanguard FTSE All-World UCITS ETF USD Acc<\/td>VWRP<\/td>11.08%<\/td><\/tr>
iShares Global Clean Energy UCITS ETF USD (Dist)<\/td>INRG<\/td>-18.92%<\/td><\/tr>
Invesco MSCI World UCITS ETF Acc<\/td>MXWS<\/td>16.61%<\/td><\/tr>
iShares MSCI World Small Cap UCITS ETF USD (Acc)<\/td>LON:WLDS<\/td>10.20%<\/td><\/tr>
iShares Core MSCI EM IMI UCITS ETF USD Acc<\/td>EMIM<\/td>6.15%<\/td><\/tr>
Vanguard S&P 500 UCITS ETF USD Dist<\/td>VUSA<\/td>14.20%<\/td><\/tr>
Vanguard FTSE Developed World UCITS ETF USD Acc<\/td>VHVG<\/td>15.23%<\/td><\/tr>
Vanguard FTSE Emerging Mkts UCITS ETF USD Acc<\/td>VFEG<\/td>4.63%<\/td><\/tr>
<\/td><\/td><\/td><\/tr>
Total Portfolio Gain<\/strong><\/td><\/td>14.66%<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n
\n
\"Asset
% of Portfolio by Fund<\/figcaption><\/figure><\/div>\n\n
\n
\"Market
% of Portfolio by Market<\/figcaption><\/figure><\/div>\n\n
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\"%<\/figure><\/div>\n\n\n

Not much in the way of fancy charts or anything this year I’m afraid, but I have now added some to my spreadsheet, which will get automatically updated every month (thanks to various bits of Apps Script code). So next year the above will look prettier I promise.<\/p>\n\n\n\n

Markets in General<\/h2>\n\n\n\n