Investment Trust Dividends

Control share VWRP

Value on the 2nd Jan 2025 £134,467. Using the 4% rule that would provide a ‘pension’ of £5,378.00

Value on the 1st Aug 2025 £137,980. Using the 4% rule that would provide a ‘pension’ of £5,519.00

You have added £141.00 to your retirement fund, which with the current markets may move into a negative figure next week.

The Snowball has provided income of £7,393.00 for re-investment.

2025 income fcast for the Snowball £9,120.00

1 Comment

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