The portfolio plan is to increase the yearly dividends,
earned by re-investing the earned dividends, to earn
more dividends. No cash will be added to the portfolio
except enough cash to pay the yearly platform fees
and if held within a SIPP the government will pay part
of the charges.
TEN YEAR PLAN
TARGET (end of)
2023 £7,00O
2024 £7,490
2025 £7,980
2026 £8,610
2027 £9,170
2027 £9,800
The fcast is to compound the plan amount of 7k at 7% p.a.
The end destination is a ‘pension’ of 16k, where u keep
all your capital.
Due to very favourable market conditions this year’s
fcast is the end of 2025 target of £7,490 rounded
up to 8k.
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