After 12 months, there is significant difference in performance between the Passive 5 and Active 5 Stock Portfolios (+4.53% – v – +82.94%), as can be seen… showing the benefit of active management!
Mick (16th January 2020)
Here are the starting 10 stocks for the 2020 Active 10 Portfolio, investing real money!
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Copies of the contract notes for these initial 10 purchases can be found below:
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Amryt Pharma (AMYT)
Enquest (ENQ)
Genel Energy (GENL)
PetroTal Corp (PTAL)
Renewi (RWI)
Rockrose Energy (RRE)
Shearwater Group (SWG)
Spire Healthcare (SPI)
Sylvania Platinum (SLP)
Totally (TLY)
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 (Updated, 2nd January 2020 – contract notes added)
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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)
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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)
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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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:
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])!
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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)