Out of interest what are you using to track your portfolio?
I'm guessing you have holdings in multiple currencies (GBP, USD, etc) and as a UK investor potentially a mix across multiple accounts (ISA, GIA, SIPP) and potentially brokerages.
I'm on the hunt for a good solution but haven't had much luck
Out of interest what are you using to track your portfolio?
I'm guessing you have holdings in multiple currencies (GBP, USD, etc) and as a UK investor potentially a mix across multiple accounts (ISA, GIA, SIPP) and potentially brokerages.
I'm on the hunt for a good solution but haven't had much luck
Fantastic read. Well thought out strategy and insights, looking forward to 2024 ๐๐
That's one excellent annual review! Thank you for the transparancy.