Stocks and shares isas down in 2015

ChesterDog

slowpoke_rodriguez wrote: »

It would also be interesting to hear what people have been investing in...

Personally, my best performers this year are Legg Mason Japan, MFM Slater Growth, Woodford Equity, Fundsmith Equity, Small Comapnies Div Trust, RIT Capital Partners IT, Scottish Mortgage IT, Worldwide Healthcare IT, Baillie Gifford Global Discovery.

My worst this year are Fundsmith Emerging Markets, India Capital Growth and VWRL.

The whole portfolio is up about 11% in twelve months and has 24 holdings in all.

Bazofts_Revenge

Portfolio 16% Growth, Best Performers, Provident Financial, Segro, Dominos, KCOM,Woodford EquityIncome, Worst Centrica, Tungsten Corporation, Morrisons...

TheTracker

Superscrooge wrote: »

I guess that those that have suffered large losses aren't going to want to publicise it.

No, but you'd think those crowing about double digit returns might disclose their portfolio. It's always intrigued me how few people on this forum have enumerated their portfolio, warts (percentage holdings) and all.

ChesterDog

Me too.

Each of my 24 holdings (half of which you can see listed above) have roughly equal weightings, roughly 5% each.

However, my entire portfolio is balanced by the same total amount in other investments like peer2peer, other loans, Housecrowd and cash.

I'm not precious about it. Anyone is welcome to know pretty much anything about it.

Bazofts_Revenge

Not sure what use is is to you but here is full portfolio.

Aberdeen Global Technology Class R2 - Accumulation (GBP) 1.19%
AstraZeneca plc Ordinary US$0.25 5.04%
British Land Co plc Ordinary 25p 3.11%
Carillion plc Ordinary 50p 3.76%
Centrica plc Ord 6,14/81p 3.29%
CF Woodford Equity Income Class Z - Accumulation (GBP) 2.82%
Diageo plc Ordinary 28 101/108p 1.08%
Domino's Pizza Group plc Ordinary 1.5625p 1.79%
esure Group plc Ordinary 1/12p 3.24%
FirstGroup plc Ordinary 5p 1.44%
Henderson Asian Dividend Income Class I - Accumulation (GBP) 1.21%
Henderson Global Growth Class I - Accumulation (GBP) 1.32%
Multi-Manager Income & Growth Trust Class A - Accumulation (GBP) 4.75%
ICAP Plc Ordinary 10p shares 3.21%
Inmarsat Plc Euro.0005 3.84%
Intermediate Capital Group plc Ordinary Shares 1.46%
Jupiter India Class I - Accumulation (GBP) 1.33%
Jupiter UK Growth Class I - Accumulation (GBP) 1.25%
KCOM Group plc Ordinary 10p 2.53%
Morrison (Wm) Supermarkets Ordinary 10p 3.89%
National Grid Ordinary 11,17/43p 4.61%
Nestle Sa Ordinary CHF0.01 1.19%
Newton Global Income Class W - Accumulation (GBP) 1.27%
Pennon Group Ord 40.7p Shares 2.32%
Provident Financial plc Ordinary 20 8/11p 5.76%
RSA Insurance Group Ordinary 100p 3.48%
Sainsbury (J) plc Ordinary 28,4/7p 1.90%
Segro Plc Ord 10p 3.76%
Severn Trent Plc Ordinary 97 17/19p 3.02%
SSE plc Ordinary 50p 2.60%
Tate & Lyle plc Ordinary 25p 2.27%
Tullett Prebon Plc Ord 25p 2.98%
Tungsten Corporation plc Ordinary 0.438p 0.61%
Unilever plc Ord 3.11p 2.83%
United Utilities Group Plc Ordinary 5p 4.83%
Woodford Patient Capital Trust PLC Ordinary Shares GBP 0.01 5.00%

jimjames

Just checked and I'm up 3.5% from 1st Jan till now. Not great but not bad in the scheme of things and even beats cash despite the markets yo-yo during the year.

Portfolio split:

UK 48%
US 17%
Europe 8%
Far East 12%
Emerging 9%
Specialist funds 8%
Bonds 2%

All mine are in funds and investment trusts
(Total might not be exactly 100 due to rounding)

enthusiasticsaver

Some of you have had some pretty good returns. Interesting that on balance it appears that managed funds have done better on the whole than trackers. However I do not know enough about investing yet to be able to work out how to invest in sufficient funds to be globally diverse or pick them for that matter so will stick with my passive trackers and hope for better returns in 2016. It was also interesting to read about comparison of lump sum compared to drip feeding. Next year I will have no lump sum to invest so that may impact on the overall returns.

darkidoe

enthusiasticsaver wrote: »

Some of you have had some pretty good returns. Interesting that on balance it appears that managed funds have done better on the whole than trackers. However I do not know enough about investing yet to be able to work out how to invest in sufficient funds to be globally diverse or pick them for that matter so will stick with my passive trackers and hope for better returns in 2016. It was also interesting to read about comparison of lump sum compared to drip feeding. Next year I will have no lump sum to invest so that may impact on the overall returns.

Same here. I am still using the drip feeding method with the occasional lump sum. Plan to fill in the whole 15k for this tax year but will hope to switch broker from AXA to CSD before End of tax year to plough into different funds. Has anyone noticed how much the platform fees affect returns? Do they tend to deduct annually or monthly?

Eco_Miser

enthusiasticsaver wrote: »

Some of you have had some pretty good returns. Interesting that on balance it appears that managed funds have done better on the whole than trackers.

Managed funds that are not closet trackers will either outperform their index or under-perform it (possibly in alternate years), and as has been mentioned, there is some self-selection going on here, so we're not hearing about the under-performing ones.

InvestInPoker

Down 9% since I put more money in during April. I have significant holdings in Woodford, whos funds have held up well but I also have a lot of emerging markets which did badly this year. Never mind, it is the long haul that counts and I think this is only a minor blip compared to what some years have done in the past or will do in the future.

I did have some decent rises Jan-April so the actual yearly total will be a bit better, still noticeably down though.