Cookie's Alphabet ISA

Keep an eye on the #FXPO holders finishing fast on the rails.

ISA⬇️1.15% this week☹️
Tax YTD⬇️0.40% Cal YTD⬇️0.80%
No news due - #RFX ex div 13/02 the scheduled highlight of the week 🤨😂

SIPP⬆️0.32% this week🙂
Tax YTD⬆️9.49% Cal YTD⬆️3.88%
#BATS & #ULVR results 13/02 & #PMI divi due 14/02💘

Enjoy your weekends🍝🧄🍞🍷

Hey Emma, you're welcome to take one of these r's to correct the date - grrrrrrrrrrrr. #GSK #ffs🤠

January's Scores on't Doors

ISA⬇️0.28%😐, but recovered well from being ⬇️7.84% on 13/01😌
January buy #IGG
February buy➡️ #ZTF

SIPP⬆️4.13%😀
🔝 #FXPO & #GSK divi 🔝 #IPF
6/8 holdings reporting in Feb👀📰😵‍

Mid table (tbc) finish for me in Jan's Stockchallenge 😐
👏@darcyandrews.bsky.social 🏅, possibly🥇

ISA⬆️2.65% this week😀
Tax YTD⬆️0.34% Cal YTD⬇️0.07%
#ASHM H1 results due 07/02
#BSIF & #TET ex div 06/02

SIPP⬆️2.55% this week😀
Tax YTD⬆️9.20% Cal YTD⬆️3.60%
#BSIF hitting repeated ATLs😬 & #FXPO ATH
#BATS divi due 03/02 & #GSK Q4 results 05/02
🔝#IPF with #BATS divi on 06/02

Enjoy your weekends🥩🥚🍟

👏@darcyandrews.bsky.social - Bossing the Stockchallenge this month Darcy 👍 I'm hoping to stay in the top half but that probably depends on #CCC TU tomorrow.

ISA⬇️0.81% this week, up & down like a 🎻elbow🙁
Tax YTD⬇️1.68% Cal YTD⬇️2.08%
TU's due from #CCC & #SRAD next week🫰

SIPP⬇️0.86% this week🙁
Tax YTD⬆️6.83% Cal YTD⬆️1.35%
#SHEL Q4TU due on 30/01

Enjoy your weekends🍷

I guess it depends on the company's ReZorce strategy going forward. Still a good company without it but maybe not as exciting.

ISA⬆️4.64% this week😀, a nice recovery after last week's shocker
Tax YTD⬇️1.06% Tax YTD⬇️1.46%
#UU & #NG divis dripped & #IGG🔝by 25%
Results from #IGG & TUs from #ELM & #ZTF due next week

SIPP⬆️3.09% this week😀
Tax YTD⬆️7.63% Cal YTD⬆️2.11%
No news or divis due next week😴

Enjoy your weekends🌯🍷

One for the teenagers, I've got these two fellas validating the data but could be looking at biggest ever daily gain on the ISA today - only #SRAD down out of 27 stocks. 🥳#diversificationthatswhatyouneed

ISA⬇️6.52% this week💩(13th biggest since 2011)🙄
Tax YTD⬇️4.73% Cal YTD⬇️5.12%
#LAND divi dripped, big divis due from #UU & #NG and #IGG🔝next week

SIPP⬇️1.55% this week🙁
Tax YTD⬆️4.74% Cal YTD⬇️0.64%
#GSK divi received & #FXPO🔝with SIPP cash from HMRC

Enjoy your weekends, 🍝🍷& 🥃or 5 needed🤣

Don't be - it's on paper😂

I ended ⬇️over 3% today, 12th largest drop in value since I started the tracker. Tough day.

You have to take the rough with the smooth when investing. The ISA may be currently ⬇️2.65% today but I have also recieved a nice divi from #LAND today which has offset today's current loss by 0.002%🤣
Seen worse, but not much worse than this current outlook.😬

ISA⬆️0.42% this week🙂
Tax YTD⬆️0.23% Cal YTD⬇️0.18%😉
#LAND divi due next week 08/01

SIPP⬆️0.56% this week🙂
Tax YTD⬆️6.36% Cal YTD⬆️0.87%
SIPP funding🔝from HMRC⏩🔝#FXPO 07/01
#GSK divi due next week 09/01

Enjoy your weekends🍛

2024 Performance (or lack of🙄)

ISA ends 2024⬆️0.80% in 💷profit terms but⬇️2.41% on 31/12/23 profit % due to the buys made throughout year🫤
Yield 5.95%

SIPP ends ⬆️11.43%
Yield 5.93%

A poor return tbh but the divi income keeps rising ☺️
Top 40 finish in 2024 annual stock challenge tho 👍
HNY Bluefin😀

December's Scores on the Doors

ISA⬇️2.93%😬
December buy #OSB
January buy planned for #IGG

SIPP⬆️0.40%🙂
Sliced #LLOY & 🔝#FXPO & #IPF
Divi income⏩🔝#IPF

Top 30 finish for December's stock challenge😐, not bad with #VTY in the five picks

Full results tomorrow when the laptop gets awakened but I’m very similar returns in the ISA. The FTSE100 focused SIPP did better though.

Happy New Year to you and 🫰for 2025.

ISA⬆️0.57% this short week, I'll take that after last week's 💩show🙂
Cal YTD⬆️0.29% Tax YTD⬇️0.09%
Third #VTY profit warning marred the week

SIPP⬆️2.33% this week
Cal YTD⬆️11.86% Tax YTD⬆️5.84%
#FXPO & #IPF holdings hitting new ATHs

Hope you all had gr8 Xmas's and enjoy your weekends😀

Despite a final kick to the gonads this morning by the #VTY board so far this week has been ⬆️slightly so signing off for Christmas in a postive mood.

Hope you all have the Christmas you wish for and here's hoping 2025 starts better than 2024 ended for the #BlueFin community.

Of course, I think I've reported single figures in £ ⬆️ nevermind % in the past😂

Different tactic for 2025, my laggards refuse to turnaround and remain laggards so going to try my most volatile holdings:

#FXPO
#IPF
#LLOY
#PMI
#BSIF

ISA⬇️2.69% this week🙄
Cal YTD⬇️0.14% Tax YTD⬇️0.53%😞
🔝#OSB today for December's monthly buy

SIPP⬇️3.06% this week😬
Cal YTD⬆️9.33% Tax YTD⬆️3.46%
#ULVR & #SHEL divis➡️🔝#IPF this week

Enjoy your weekends🍝🍷, we're off to see Mr Swallow's take on Dickens Christmas Carol tomorrow🎭

YouTube video by OfficialGregLake Greg Lake - I Believe In Father Christmas (Official 4K Music Video)

😲there is a growing possibility that the beleaguered ISA may actually finish⬆️for the day breaking the current run of 9⬇️days and failing to match the current record of 10⬇️set in June 2023🤞
Has the Santa rally finally arrived? Good excuse to play this banger
youtu.be/yfY4b1NszpY?...

Looking at the p/f this morning I'm thinking of swapping the milk for Amarula on my cornflakes.

My SIPP is just about double figures % up for 2024 mainly thanks to #BATS & #ULVR but it's a lot smaller than the ISA so metaphorically it's polishing a 💩of a year😞

Nice to see a a lot more blue today.😀

However, it's a shame that all those gains are getting wiped out by #OSB & #ZTF though🙄

Roll on 2025, my ISA is done with 2024. Looking at flat at best after a decent first 6 months. Something changed in July for sure.😒

ISA⬇️2.81% this week☹️
Cal YTD⬆️1.77% Tax YTD⬆️1.37%
December buy planned for #OSB next week

SIPP⬇️0.31% this week🙁
Cal YTD⬆️12.57% Tax YTD⬆️6.51%
Trimmed #LLOY 40% (cue🚀😂) and 🔝#FXPO & #IPF

Enjoy your weekends🍕🍺, I'll be searching for my Santa Rally?🧐

Inevitable after yesterdays trim🙄

📢SIPP tweak

Sold 40% of #LLOY holding for 17% profit and topped up #FXPO & #IPF holdings. Partly to rebalance the SIPP and also with an eye on the potential car finance claims hit.

With total sell out of #LLOY in ISA & this slice, total #LLOY holding reduced by ~80%.

Watch #LLOY fly now😂