Dividend Income: 8% overall.
Capital Gains – including reinvested dividends: 12%
FTSE Return for same period: 0.8%
Summary
A good year overall, considering the FTSE stayed still (big dip at beginning of 2022, followed by recovery). Currently my investment strategy is paying off. Thanks to some strategic Oil investments and AIR being taken over at the beginning of the year my Portfolio never dipped below its starting level.
Still optimistic about 2023 and a resolution to the war in Ukraine. Travel is starting to open up again and we do like a good holiday in the sun, don’t we?