Well, paper profits and losses, as the markets swing back and forth in response to world events. I have a Managed Balanced Portfolio monthly savings plan that started in late October 2025, and before the current nonsense, I was getting a yield of around 3.5%; that turned to a loss of around 0.85% over the course of about 10 days. Now back in [paper] profit of around 2.75%, but the financial impact only turns to reality when Units are purchased or sold each month. What I used to know as 'Pound Cost Averaging' [buy more when prices are depressed, get fewer when prices are high], has been renamed with some fancy title, but the impact is unchanged, and, over a 5 year minimum cycle, should result in a decent profit. But, in the curent climate, a wee bit of turbulence will be experienced ...
As ever, I can afford to lose the investment, although I would be mildy annoyed/pure dead raging were that to happen, but keeping spare cash savings at a level to meet forseeable needs should enable me to pick my time to cash in
Steve