Boon

Hi there. I'm Boon. My fund consists of my two real life portfolios - my ISA and my SIPP. I’ve been investing for more 10 years, although only got more serious in terms of my goals in 2021. I realised I had a knack for consistently getting returns, an ambition to retire early, and finally a big enough capital base to see meaningful returns. Not an ISA millionaire yet - but the combination of my ISA and SIPP balances, almost there.

I’ve achieved a +49% performance gain over 3 years (2021-2023) compared to the FTSE All-Share of +15%. In addition, I have outperformed the FTSE All-Share every yearfor each of those three years. Learn more in my 2023 Review post.

+9.7% gain in 2023 (compared to +3.8% for All-FTSE)

+12.0% gain in 2022 (compared to -3.4% for All-FTSE)

+21.6% gain in 2021 (compared to +14.6% for All-FTSE)

I invest in only UK shares. And within that universe, predominantly in the small cap space. I do hold some mid and large caps where they fit my investment thesis, and also for diversification purposes.

I work a very intense full-time job, and do The Boon Fund management in the evenings and weekends. In 2023, only 27 tickers touched my portfolios, and I usually run a small and concentrated portfolio of around 15 tickers.

I publish my entire set of holdings on my Substack (The Boon Fund); just find the latest Monthly recap post and scroll to the bottom to see what I'm invested in.