I found out that my portfolio went up in value yesterday AMA?

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    (Original post by john2054)
    the strategy is balanced i think (conservative/moderate). It actually has performed better than the benchmark, however we have taken a lot out. I don't have the figures to hand, but it has been something like £35000 in the last five years, so that is why it appears to have underperformed. i needed the money for stuff like legal bills, financial bills immigration fees and other expenses. Plus i used to pay myself £200 a week out of my own money, and something like that as well to my wife, so my money dropped like a tank.

    For the last two years since i got out of the court of protection, i have been able to turn it around. Let me know if you have any more questions??
    I see. In that case, your returns are good. I wouldn't recommend taking money out of your investment though- not only does it annoy the fund manager but an investment is supposed fulfill an aim you have (i.e. accumulate this much by this year and then take it out).
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    (Original post by desaf1)
    I see. In that case, your returns are good. I wouldn't recommend taking money out of your investment though- not only does it annoy the fund manager but an investment is supposed fulfill an aim you have (i.e. accumulate this much by this year and then take it out).
    I took out a £2700 dividend last quarter to pay off my credit card bills, and the investor offered me some more money this quarter to further pay them down, but i refused it on account that i need to start keeping track of my old funds. I will enclose the latest spreadsheet so you can see my credit card debts ( see attached ).

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