Investing 101
Tools I use
Asset Allocation
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Performance
Annual Performance
Below you can see the performance of my personal investments up to the latest year end. The benchmark I use is the iShares FTSE 100 total return after fees. This is a reasonable benchmark since it is the one that most people know and what most people mean when the compare their efforts to 'The Market'.
Below you can see the performance of my personal investments up to the latest year end. The benchmark I use is the iShares FTSE 100 total return after fees. This is a reasonable benchmark since it is the one that most people know and what most people mean when the compare their efforts to 'The Market'.
My goal is to beat the benchmark by at least 5% a year over the long term.
Year
|
iShares FTSE 100 ETF total return
|
Difference
| |
2008 (from 31/07/08)
|
(16.6%)
|
(11.6%)
|
5%
|
2009
|
27%
|
37%
|
10%
|
2010
|
12.2%
|
22.8%
|
10.6%
|
Total
|
18.7%
|
48.7%
|
30%
|
Annualised
|
7.4%
|
17.8%
|
10.4%
|
Current Holdings
Here you can see my current holdings. If you want to see the post where I did the initial analysis just click on the company name. Unfortunately I haven't always posted my analysis in the past, but going forwards I always will.
My current holdings are made up of two main groups. The first and largest group is a selection of very strong, stable companies that are paying a good dividend and which I expect to grow over the long term. These companies are:
These are followed by a group of turnaround companies that are far less robust and of generally lower quality, but they are priced very attractively - assuming they can recover from their current issues.
Here you can see my current holdings. If you want to see the post where I did the initial analysis just click on the company name. Unfortunately I haven't always posted my analysis in the past, but going forwards I always will.
My current holdings are made up of two main groups. The first and largest group is a selection of very strong, stable companies that are paying a good dividend and which I expect to grow over the long term. These companies are:
Company
|
Index
|
FTSE
100
|
|
FTSE
100
|
|
FTSE
250
|
|
BP
|
FTSE
100
|
Small
Cap
|
|
FTSE
250
|
|
Interserve
|
Small
Cap
|
JD
Sport
|
FTSE
250
|
Small
Cap
|
|
FTSE
100
|
|
Small
Cap
|
|
FTSE
100
|
Company
|
% of Portfolio
|
Vislink
|
10%
|
Finsbury Food
|
4%
|
Hampson Ind.
|
3%
|
Yell Group
|
3%
|
Enterprise Inns
|
3%
|
Johnston Press
|
3%
|
Luminar Group
|
2%
|
Armour Group
|
1%
|
Helphire Group
|
1%
|
Total (approx.)
|
30%
|
The remaining amount is in cash.
Performance of Past Trades
I'm not a buy and hold investor where investments are bought with the expectation that they will be held for many, many years. Instead I tend to sell up when I think the future returns may not be so strong, which means I have piled up quite a few ex-holdings in the past few years. Looking at the returns from past holdings is a good a way of measuring an investors performance as any, and so here are mine.
If you want to know more about why a particular company was bought then just click on the link in the Date of first purchase column. The Date of sale column has links to the sale post.
I'm happy with the results so far, with the realised returns being 27% in just under a year, on average. Average returns are not quite the same as annualised but it's a reasonable and easy to calculate guide.
1 August 2011
| ||||
Date of first purchase
|
Company
|
Date of sale
|
Total Gain/Loss
|
Days held
|
Creston
|
22.2%
|
237
| ||
Billington Holdings
|
4.7%
|
169
| ||
02/11/2010
|
Belgravium Tech.
|
06/04/2011
|
21.2%
|
155
|
07/02/2011
|
MBL Group
|
15/03/2011
|
-62.3%
|
36
|
17/11/2010
|
Tribal Group
|
14/03/2011
|
66.4%
|
117
|
Barratt Developments
|
19.2%
|
143
| ||
Interserve
|
44.7%
|
84
| ||
Waterman Group
|
10.3%
|
473
| ||
02/11/2010
|
Airea
|
-12.7%
|
86
| |
AGA Rangemaster
|
22.6%
|
100
| ||
02/02/2009
|
Victoria
|
18.0%
|
672
| |
28/08/2008
|
Titon
|
18/11/2010
|
47.7%
|
812
|
16/02/2009
|
French Connection
|
15.7%
|
639
| |
Mallet
|
12/11/2010
|
-8.9%
|
785
| |
25/09/2009
|
Smart J Contractors
|
5.2%
|
403
| |
Northamber
|
31.2%
|
757
| ||
27/04/2009
|
MJ Gleeson
|
34.2%
|
541
| |
05/12/2008
|
600 Group
|
4.2%
|
682
| |
Electronic Data Pro
|
11.1%
|
207
| ||
16/02/2009
|
Acal
|
09/12/2009
|
41.6%
|
296
|
Harvard Int
|
16/10/2009
|
140.3%
|
368
| |
12/05/2009
|
-29.0%
|
139
| ||
16/02/2009
|
Trifast
|
18/09/2009
|
189.1%
|
214
|
07/01/2009
|
Haynes Publishing
|
14/09/2009
|
74.4%
|
250
|
24/04/2009
|
Molins
|
28/08/2009
|
44.3%
|
126
|
11/05/2009
|
Taylor Wimpey
|
30/06/2009
|
30.0%
|
50
|
Ennstone
|
-100.0%
|
330
| ||
05/03/2009
|
Psion
|
11/05/2009
|
116.4%
|
67
|
Alexon
|
72.0%
|
170
| ||
Pendragon
|
02/02/2009
|
-64.0%
|
182
| |
Average
|
27.0%
|
310
| ||
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