Portfolio value
£931,638.00
Ex-pension £576,452.13
Day +0.59%+£5,528.59YTD +8.13%+£75,753.3412mo +16.52%+£153,924.36
Net worth
£1,265,448.00
Carter family £1,541,930.13
Family
Portfolios
Self-Invested Personal Pension
Self Invested Personal Pension (SIPP)
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3 holdings
General Investment Account
General Investment Account (GIA)
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2 holdings
Stocks & Shares ISA
Stocks & Shares ISA
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3 holdings
Cash ISA
Cash ISA
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0 holdings
Asset Allocation
Equities
56.1%Bonds
4.2%Property
26.4%Cash
13.4%Properties
Family Home
Appreciation: 2.35% p.a.
£462,750
Equity: £333,810
Mortgage: £128,940@ 4.37%
Total mortgage: £128,940
Equity: £333,810
Portfolio Coach
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