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.

[Click on image to view full size’ (opens in new tab), close tab to return]

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)

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)

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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)

Join Us Here!

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)

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 Posted by at 3:25 pm

2019 DIY-Investors Journal Available (18th December 2018)

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Dec 182018
 

DIY-Investors 2019 Journal – Now Available

DIY-Investors 2019 Journal

Contents

  • Past Performance od DIY-Investors’ Portfolios
  • Calendar (with provisional 2019 webinar dates)
  • Index Pages
  • Active 10 Stock Portfolio Grid (your choices)
  • Active 10 Stock Portfolio Grid (DIY-Investors)
  • Passive 10 Stock Portfolio Grid (your choices)
  • Passive 10 Stock Portfolio Grid (DIY-Investors)
  • Webinar Notes (14 pages for recording webinar notes)
  • Journal Notes (over 90 pages for your research & notes)
  • Bonus Details
  • Authors Biography & Publisher Details


Order your copy HERE!

Note: Update 20th December 2018, we’re pleased to say that the Amazon page is now displaying the correct cover image (for 2019 edition). Printers advise that any orders placed before Christmas are likely to be delivered early in January 2019.

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Dec 162015
 

Federal Reserve Increases Rates by 0.25%

The Federal Reserve has increased US interest rates for the first time in nearly a decade, marking a milestone in the recovery of the world’s biggest economy.
In Ameraica, Interest rates have not increased since June 2006 and have stayed between zero and 0.25% since December 2008. However, this evening, the Federal Reserve raised its key interest rate by 0.25%, ending seven years of near-zero rates.

In the UK, this immediately led to calls for the Bank of England Monetary Policy Committee to follow suit.

Federal reserve (Logo)The decision by the Federal Open Market Committee (FOMC) is a sign that the US economy is back on track after the financial crisis and ready to wean itself off the financial life support of record low rates. There have been encouraging signs for the US economy in recent months, with unemployment falling to 5% from a peak of 10% in 2009 and inflation beginning to creep up, with figures showing a bigger-than-expected rise in prices of 0.5% in the year to November. Stock markets have surged in the past two days ahead of the decision, which will end many months of uncertainty over US monetary policy. Equities fell sharply in September after the Fed made the surprise decision to keep rates on hold, causing negative reactions from the market, which had been expecting a rise.

Is this a good sign for DIY-Investors?

Let us know what you think by taking part in our DIY-Investors Poll…

[yop_poll id=”6″]

See the full text of the Federal Reserve Press Release Here.

You can also see the BBC reporting on this rate rise Here.

As usual, you can also let us have your views directly by using the Contact Us Page.

Mick (16th December 2015)

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 Posted by at 9:40 pm