Staggered by my investment portfolio

Aegis

malik999 wrote: »

Negative for 13 months. Last 2 weeks 8.92% 'growth'. Its meaningless. You could be negative again next week.

It's hardly meaningless. If it were meaningless there would be no difference between 0% growth and 100% growth. What you probably mean is that it needs a reference point before the growth becomes relevant, and that's where the timescales that people have mentioned come in. If you have 20% growth over 6 months, that's clearly better than 5% growth over 6 months and worse then 50% growth in the same time. However, if the three portfolios were invested in about a year ago, then on its own the growth figure in 6 months is less useful, but it is still meaningful information depending on what you're trying to measure.

At the end of the day, total return is everything, but for those of us drip feeding, a return over a specific timeframe is also quite nice to know. Likewise after a large crash which prompted some of us to put a lump sum in around 6 months ago... It's nice to know how that decision is turning out.

sabretoothtigger

A tenners worth of lloyds shares bought when they were selling them for zero commission could have been sold for £33 with costs of £12

So that'd be 100% profit at most, if you had just held them till today you'd still be very ok compared to anyone who bought before mid jan, they all lost money



Its not great practice to look back well I could have done that but anyway here is a list of how much money you could make or lost on ftse100 shares in the last six months

http://www.investorresearch.mdgms.com/tools/heat_maps.html?INDEX=1918069&SECTOR=&DPCATEGORY=SP&SPPLOT=M6&CBPLOT=CAP&DDPLOT=BUY%3A1MONTH&ORDERBY=TOP


Best bets were banks and mining companies
The stocks that managed to go down in a bull market seem to be roughly consumer related like BA

Stavros_3

Aegis wrote: »

is also quite nice to know. Likewise after a large crash which prompted some of us to put a lump sum in around 6 months ago... It's nice to know how that decision is turning out.

Which was where I was coming from, thanks Aegis

sabretoothtigger

UK Equity
Global Equity
UK Corporate Bonds
Overseas Bonds

Your much more organised then I will probably ever be but how are you based geographically because 'global' usually means america most times I check these funds out

I reckon you might need much more asia bias maybe



Theres a rough geo bias for major companies given on the profile tab on yahoo stock quotes

http://uk.finance.yahoo.com/q/pr?s=C

Aegis

sabretoothtigger wrote: »

Your much more organised then I will probably ever be but how are you based geographically because 'global' usually means america most times I check these funds out

I reckon you might need much more asia bias maybe



Theres a rough geo bias for major companies given on the profile tab on yahoo stock quotes

http://uk.finance.yahoo.com/q/pr?s=C

There's a nice x-ray feature on a few sites now that allows you to look at the geographic weighting of your portfolio. At the moment I'm still about 20% in the UK... The rest is distributed all around the world. Very high risk arrangement, but diversified enough to keep me happy.

sabretoothtigger

20% sounds very low compared to most, less then me :laugh:
I wouldnt mind a site that can summarise like that for me though it would be historical and the whole point is foreign earnings grow while domestic fall, vodafone reported as much last week apparently.

By any chance got a link for one of those websites?

Aegis

sabretoothtigger wrote: »

20% sounds very low compared to most, less then me :laugh:
I wouldnt mind a site that can summarise like that for me though it would be historical and the whole point is foreign earnings grow while domestic fall, vodafone reported as much last week apparently.

By any chance got a link for one of those websites?

Hargreaves Lansdown is the one I use for that particular feature. Once you're in you just need to use the "Portfolio analysis tool" and have a play.

Alternatively I think trustnet has something similar, though less pretty

Lokolo

Trustnet do.
Morningstar do.

I always get slight differences between them all though.

simpywimpy

I am with Hargreaves Lansdown too and as an amateur find the site very easy to use. I think of the 2k in shares I bought, there is a 12% increase overall, mainly due to Barclays.

I opened one of the artemis funds in May and that is showing a profit as well.

Aegis

simpywimpy wrote: »

I am with Hargreaves Lansdown too and as an amateur find the site very easy to use. I think of the 2k in shares I bought, there is a 12% increase overall, mainly due to Barclays.

I opened one of the artemis funds in May and that is showing a profit as well.

At this point I think the challenge would be to find a fund not returning a profit since May, however I can understand that enthusiasm, it's great to see something working out