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No-look November 2018

A helpful place to also put any annual reports etc, of your own portfolios
kiloran
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Re: No-look November 2018

#183961

Postby kiloran » November 30th, 2018, 12:56 pm

Itsallaguess wrote:
monabri wrote:If my portfolio is typical then I'd have a glass of brandy at the ready for when you update! :shock:

Ha!

I am actually expecting a poor performance - perhaps even disjointed to the general market give the jungle-drums that I've inevitably picked up over the last month.

I'm going to take the index levels tonight at some point, and will look into the granular portfolio performance over what looks like a wet weekend coming up.

Thanks for the heads-up though, I shall steel myself at the point of pressing the update button!

Cheers,
Itsallaguess

Of course, we don't really know if monabri is suggesting the brandy as a celebration, or to drown your sorrows.
Personally, I don't need an excuse to drink a nice brandy

--kiloran

monabri
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Re: No-look November 2018

#184039

Postby monabri » November 30th, 2018, 5:39 pm

Briefly, my p/f fell by 2.25% since the 1 November to today...(not helped by KIER's rights issue and collapse today).

The 2.25% figure includes dividends received.

Main "winners" and "losers"


Itsallaguess
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Re: No-look November 2018

#184066

Postby Itsallaguess » November 30th, 2018, 8:47 pm

Itsallaguess wrote:
Here's some indices values at close of play tonight to allow us to compare things in a month -

FTSE 100 - 7,128.10
FTSE 250 - 18,917.68
FTSE 350 High Yield - 3,637.35
FTSE All-Share - 3,904.23


Here's where we stand at close of play tonight then, a month after the above figures were taken -



I'll take a closer look over the weekend at how my portfolio has performed, and report back.

On an initial viewing I've been quite pleasantly surprised at the headline figures, with quite a few individual gains made at component level, although accompanied by a spread of poorer performers too - but after a quick look it seems that the gains were made in capital holdings larger than the losses, so this has been a good benefit to the overall portfolio performance when compared to the above general market indices.

I've also been pleasantly surprised to see my Investment Trusts being well away from the group of shares that have dropped the most, which include individual holdings in things like BATS (-19%) and SMDS (-15%). More details will follow, but I've got to say that I was expecting a much poorer overall performance, and am happy to see that my worst fears were unfounded, certainly at an overall portfolio level.

I think I can put the pint glass away for now, and have a much smaller brandy than first imagined.....

Cheers,

Itsallaguess

Raptor
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Re: No-look November 2018

#184104

Postby Raptor » December 1st, 2018, 8:57 am

FTSE250 -2.31% is my benchmark and just run an update to my portfolio and the figures come out as -1.98%. Not as bad as I thought it would be. My daughters HYP has fallen 1.97% (more aligned to FTSE100 at -2.07%), a lot smaller and newer portfolio.

Has proved to me that with my portfolio in partial drawdown I can leave it alone a lot more. Will deem to only take a real look when I have money to spend or corporate actions to look at. Been nice to sit back and "read" posts of "what shall we do, we are all doomed" on the boards.

Thanks IAAG for suggesting this again.

Raptor.

Gengulphus
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Re: No-look November 2018

#184388

Postby Gengulphus » December 2nd, 2018, 7:53 pm

Raptor wrote:FTSE250 -2.31% is my benchmark ...

Do you really mean that? Choosing a benchmark from which large numbers of HYP stalwarts are excluded (the FTSE250 doesn't include any FTSE100 shares) seems decidedly unusual!

But maybe it's just a typo for FTSE350?

Gengulphus


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