{"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
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