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Active 5 (31st October 2019)

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Nov 122019
 

2019 Active 5 Portfolio – As at 31st October 2019

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Portfolio

Active 5 (31.10.2019)

Transactions

Active 5 Transactions (31st October 2019)

Commentary

Overall, the portfolio gain is 51.27%, after ten months, outperforming the index by 42.51% basis points.

There were no new transactions during October 2019.

As ever, please do your own research (DYOR) and make up your own minds accordingly.

If you have any comments or observations, regarding the above, then please use the contact us form Here.

Mick (12th November 2019)

Active 10 (31st October 2019)

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Nov 122019
 

2019 Active 10 Portfolio – As at 31st October 2019

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Portfolio

Active 10 (31.10.2019)

Transactions

Active 10 Transactions (31.10.2019)

Commentary

During October, Greencore Group (GNC) was sold and Jadestone Energy (JSE) purchased, leaving a cash balance at month end of £0.36.

Overall, the portfolio is up by 6.18% – slightly under-performing the all-share index (ASX) by 2.58% basis points.

As ever, please do your own research (DYOR) and make up your own minds accordingly.

If you have any comments or observations, regarding the above, then please use the contact us form Here.

Mick (12th November 2019)

Active 10 Portfolio (Graph) – 20th January 2019

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Jan 202019
 

Active 10 Portfolio (Cumulative Results & Graph) – since 2010

Thank you for your feedback on the video, posted yesterday, detailing the movements & transactions of the Active 10 Portfolio during 2018. One aspect that I touched on in the video was the cumulative affect of the outperformance of the Active 10 compared to the all-share index (ASX). Paul sent me a message, suggesting that I graph this to make it even more obvious… an excellent idea I thought! Here it is, together with the associated table of results.

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Graph – 9 Years Data (starting in 2010)

2018.12.31 - Cumulative A10 - v - ASX - Graph

So, using the graph above, if we assume an initial (single lump sum) of £10,000 was invested at the start of 2010 (when we started the annual Active 10 Portfolios), as at the end of 2018 it would have been worth:

  1. If invested in the ASX… £13,300
  2. If invested in the Active 10…  £80,356

This shows the very real power of compounding over time, coupled with DIY-Investing… if we can regularly beat the index (at least most of the time [see 2012])!

Data Table (Used for the above graph)

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018.12.31 - Cumulative A10 - v - ASX - Percentage Table

Commentary

Note that the above (example figures) are based on a single £10,000 lump sum invested at the start of 2010. The very real power of compounding comes from regular investment – and the above index performance, that we can achieve as DIY-Investors.

As ever, please do your own research (DYOR) and make up your own minds accordingly.

If you have any comments or observations, regarding the above, then please use the contact us form Here.

Mick (20th January 2019)

Year End Review of 2018 Active 10 Portfolio

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Jan 192019
 

Year End Review of 2018 Active 10 Portfolio (Published: 19th January 2019)

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This video is 24m 52s long and contains Mick Pavey discussing the 2018 Active 10 Portfolio, as well as the history of this portfolio since 2010.

As ever, please do your own research (DYOR) and make up your own minds accordingly.

If you have any comments or observations, regarding the video above, then please use the contact us form Here.

Mick (19th January 2019)

 Posted by at 3:25 pm

Boot Camp Follow Up Webinar (2nd Jan 2019)

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Jan 032019
 

Boot Camp Follow Up Webinar (2nd Jan 2019)

This webinar recording is unedited… the audio starts at about 30 seconds in!