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portfolio review on a wet day

A helpful place to also put any annual reports etc, of your own portfolios
jackdaww
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portfolio review on a wet day

#161895

Postby jackdaww » August 24th, 2018, 6:14 pm

poor weather here today , i reviewed my holdings performance in hope of raising spirits . figures approximate .

losers - not listed - average about 25% underwater , most still yielding 4-5% in the meantime.

most of these are still worth buying now.

sorry cant do tables ..

share gain% yield%

astrazeneca 37 5

aviva 5 5

bhp 5 5

breedon 24 0

BATS 133 10

br.land 7 5

burford 1000 5 10+ bags

chesnara 13 5

close 25 5

computacenter 100 3 2 bags

easyjet 40 4

games workshop 250 5 3 bags

glaxo 40 5

IMPS 10 6

L&G 10 6

moneysupmkt 20 4

morrison 10 3

morses club 10 5

paypoint 0 5

phoenix 10 6

rdsb 35 8

stobart 40 10

strix 10 2

U&I 30 4

vodafone 0 7

watkin jones 50 5

XP power 100 5 2 bags

kiloran
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Re: portfolio review on a wet day

#161924

Postby kiloran » August 24th, 2018, 8:00 pm

jackdaww wrote:sorry cant do tables ..

But you can. A total doddle if you copy from a spreadsheet: http://lemonfoolfinancialsoftware.weebl ... ormat.html

Practice at: viewforum.php?f=28

and shout for help if you need it

--kiloran

jackdaww
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Posts: 1662
Joined: November 4th, 2016, 11:53 am
Has thanked: 2419 times
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Re: portfolio review on a wet day

#161953

Postby jackdaww » August 24th, 2018, 9:44 pm

kiloran wrote:
jackdaww wrote:sorry cant do tables ..

But you can. A total doddle if you copy from a spreadsheet: http://lemonfoolfinancialsoftware.weebl ... ormat.html

Practice at: viewforum.php?f=28

and shout for help if you need it

--kiloran


=======

thanks , perhaps after my holidays in september.

but i enjoyed the exercise - especially the multi baggers .


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