Overall “monthly” figures (from my sharepad tracker), taken on Sunday 31/3/19 as markets closed

• SIPP : +2.2%
• ISA : +1.7%

Given during the month the Vanguard Lifestrategy 60% we have as benchmark is +2.29%, so I am behind this “rolling” month by a small amount on both portfolios (I’d also add these figures include dividends!)

Lets see how we do next month – Given this is first time I’ve been tracking my portfolio this way, I should add my largest benefits/detractors :

• SIPP – Largest growth : BP +4.78% – + a dividend payment making this higher.
• SIPP – Largest detractor : WPCT -5.15% – overall portfolio is -0.4% on this now
• ISA – Largest growth: BGJSB +4.09%
• ISA – Largest detractor : LLOY -1.13% **

Given majority of shares in both portfolios have actually had gains, and we’re due Dividends on quite a few having already gone or are going to be going ex-divi over April, I expect growth over next 2 months to actually exceed the benchmark.

With the top up strategy discussed yesterday, I expect reinvestment to continue in the detractors going forward.

** Aviva was actually largest detractor, but we expect this from a new position in portfolio, and I haven’t lost as much as a long-term holder of a share – majority of losses are in stamp-duty and the trade fee – as is normal when entering a position.

Lets hope for a better result next month!